Portfolio Manager

About us
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Square Mile, part of Titan Wealth's Asset Managements arm, is an independent investment research business that works in partnership with regulated professional financial services firms. We help advisers to develop informed investment recommendations so that, with their support, their clients can make the decisions that are right for them. Focusing first and foremost on in depth, qualitative fund research, we provide tailored support and investment services for financial advisers and institutions.

Titan Wealth is continuing its growth journey, and we’re looking to appoint a Portfolio Manager to join our Titan Square Mile investment team in London.

This is a fantastic opportunity for an analytically strong and commercially minded investment professional to join a collaborative, high-performing team with real exposure to portfolio construction, client relationships, and market insight.

The Role
Sitting within the Portfolio Management team, you’ll play a key role in building and managing investment portfolios within Titan’s Centralised Investment Proposition (CIP), while also working closely with financial advisers and institutional clients across the UK.

You’ll be involved in everything from portfolio construction and fund selection through to presenting market insights and supporting client relationships.

Responsibilities

  • Build, manage and monitor investment portfolios, contributing to asset allocation decisions
  • Generate investment ideas, supported by research and analysis
  • Present to client investment committees, providing clear updates on markets, performance and strategy
  • Support client relationships, responding to queries and attending regular review meetings
  • Collaborate with internal research teams (including Titan Square Mile) on fund selection and optimisation
  • Contribute to market commentary, presentations and client communications
  • Support broader reporting and governance processes across the investment function
  • About You

  • 3–6 years’ experience in portfolio management, fund research, or asset management
  • Strong understanding of portfolio construction, risk and asset classes
  • Experience analysing and selecting funds
  • Confident presenting and communicating investment views to clients
  • Highly analytical, with strong Excel/modelling capability
  • Knowledge of tools such as Morningstar, Bloomberg or FE Analytics is beneficial
  • IMC qualified, with CFA (or studying towards) preferred
  • You’ll also bring a collaborative mindset, intellectual curiosity, and the ability to build strong relationships both internally and externally.

    The Team and Environment

    You’ll be joining a close-knit, supportive team within a fast-growing business, where collaboration and continuous improvement are genuinely valued. The role offers excellent exposure to senior stakeholders and a clear pathway to take on increasing responsibility over time.

    The position includes regular client interaction across the UK (including occasional travel), with structured support as you develop into the role.

    Why Titan?
    At Titan, we pride ourselves on combining innovation with a strong team culture. You’ll benefit from:

  • A growing, forward-thinking investment platform
  • Direct exposure to portfolio strategy and client relationships
  • A collaborative, no-ego team environment
  • Clear development and progression opportunities
  • The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.