# Assistant Portfolio Manager - Oxford at Schroders

Schroders is hiring an Assistant Portfolio Manager - Oxford for a remote role open to applicants in United Kingdom. Level rates it Little AI ●○○○; you can [apply on Schroders](https://jobsbylevel.com/go/2d9877b8-2a93-428a-99a2-847f0ef746eb?utm_medium=ai-agent).

AI Level 1, AI centrality 0 out of 100. Remote (Oxford, Oxfordshire, United Kingdom).

## Details

- Company: [Schroders](https://jobsbylevel.com/companies/schroders)
- AI level: AI Level 1 (score 0 out of 100)
- Location: Remote (Oxford, Oxfordshire, United Kingdom)
- Posted: October 21, 2026
- Apply: https://jobsbylevel.com/go/2d9877b8-2a93-428a-99a2-847f0ef746eb?utm_medium=ai-agent

## Prepare for this job

The job page lists 4 likely interview questions for this offer, with a CV checklist: https://jobsbylevel.com/jobs/assistant-portfolio-manager-oxford-at-schroders-08a792

## Description

ASSISTANT PORTFOLIO MANAGER – OXFORD Who we’re looking for We're looking for an Assistant Portfolio Manager to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. Someone who is passionate about delivering excellent client service and investment management for our clients. We want someone who can work alongside our Portfolio Managers, with the desire and curiosity to learn their job as well as your own. You'll do it by getting to grips with the analysis, checks and balances that keep our clients' portfolios in great shape. You'll be busy, hands-on and can-do. Learning your way around the foundations of investment. Tuning in to clients' needs. And keeping Portfolio Managers informed and up to date. About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. About Schroders, our parent company Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. The base The Cazenove Oxford office offers a collaborative working environment, promoting flexible working arrangements to help balance personal commitments with professional responsibilities. The team We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team. We're open to flexible working, so we can all balance our personal and professional commitments. What you’ll do Support Portfolio Managers and Directors to manage clients' portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trust Be a point of contact for clients, react to all enquires in a timely manner and maintain a record of responses Help to plan, organise and attend client meetings Take responsibility for preparing client material including meeting packs and reports Help to manage our account opening process for new clients and additional portfolios for existing clients Take part in external fund manager meetings and internal investment meetings across Schroders to share information and insights on market knowledge and projects Assist Portfolio Managers with portfolio investment recommendations and, with their approval, carry out any changes to underlying securities or funds Help with assessing portfolio suitability and performance and prepare investment proposals Carry out trades in client portfolios in line with instructions and investment recommendations Handle administrative duties promptly, including checking clients' transaction statements and monitoring outstanding deals Keep colleagues informed about clients' portfolios, reporting any changes, queries or problems Combine regular daily tasks with longer term projects with varying deadlines whilst responding to incoming enquiries Participate in our industry leading, in-house presentation programme Maintain and update your knowledge

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/assistant-portfolio-manager-oxford-at-schroders-08a792

Source: https://jobsbylevel.com/jobs/assistant-portfolio-manager-oxford-at-schroders-08a792

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