Portfolio Director
About the job
- Hold appropriate regulatory qualifications and maintain the professional standards required for the role; equivalent historic qualifications may also be relevant depending on experience and date of qualification.
- Operate within agreed risk, governance, and regulatory parameters.
- Complete mandatory training on time and maintain high professional and conduct standards.
- Deliver agreed targets across net new assets, revenue growth, and client profitability metrics.
- Drive revenue growth through deep client relationships, proactive opportunity identification, and a clear business development plan.
- Originate and convert high-quality opportunities, including complex or strategic mandates.
- Act as a trusted referral partner across the firm, generating and receiving meaningful internal and external referrals.
- Set the standard for exceptional client service and long-term retention.
- Build trusted, multi-generational relationships with key clients, families, and influencers.
- Demonstrate a clear understanding and application of the firm’s strategies and offerings to ensure suitability and alignment with clients’ long-term financial objectives.
- Lead collaborative client solutions, drawing on specialist and investment expertise as appropriate.
- Support next-generation planning and longer-term relationship continuity where relevant to client needs.
- Demonstrate visible leadership through behaviour, professionalism, sound judgement, and accountability.
- Act as a role model for client focus, collaboration, and ethical decision-making.
- Support, coach, and help develop Portfolio Managers, Assistant/Associate Portfolio Managers, and Client Services Executives.
- Invest in personal development, seek regular feedback, and contribute to a high-performance culture.
- Contribute thought leadership internally and represent the firm credibly in appropriate external forums.
- Ensure portfolios are managed in a commercially sustainable and profitable manner, within the parameters and controls available to the role.
- Ensure effective use of the firm’s platform, including appropriate delegation and oversight of portfolios where relevant.
- Champion scalable, innovative, and efficient ways of working that support long-term client and business outcomes.
- Use data, insight, and digital tools to support effective decision-making and improved client outcomes.
- Maintain a strong risk culture with disciplined client and portfolio oversight.
- Ensure KYC, client documentation, suitability assessments, and ongoing reviews are completed to a high standard.
- Manage high-risk exposures appropriately within the portfolio of client relationships and underlying client portfolios.
- Comply fully with all firm, divisional, regulatory, and, where applicable, SMCR responsibilities relevant to the role.
About the company
Schroders is a global asset manager with a long history and offices in 27 countries. It manages assets for institutional and retail investors, wealth management clients, and financial institutions, aiming to grow long-term value for clients. How it works: Schroders pools money from clients and invests it across a range of asset classes through its investment teams, producing tailored portfolios and services such as portfolio management, wealth planning, and banking support. How it differentiates itself: it emphasizes aligning its goals with clients’ interests, scales to manage hundreds of billions of pounds in assets, and has a long-standing presence with a widespread global footprint and a focus on responsible corporate citizenship. Its goal is to help investors meet financial objectives by channelling money into the economy and delivering sustainable, long-term performance.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
London, United Kingdom
Founded
1804
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Simplify's Take
What believers are saying
- H1 2026 adjusted operating profit rose 46% to £459.8 million, proving operating leverage.
- Record AUM reached £867.8 billion on 30 June 2026, aided by markets and FX.
- SOAR’s Irish approval and 2026 active ETF momentum signal continued product innovation and fund launches.
What critics are saying
- Nuveen’s acquisition is expected in Q4 2026, ending Schroders’ independence as an employer.
- H1 2026 net outflows hit £8.3 billion excluding JVs, pressuring future organic growth.
- Benchmark sale, Brazil exit, and Indonesia exit shrink the platform before integration or sale closes.
What makes Schroders unique
- Schroders runs active public-to-private credit products, including 2026 ELTIFs and tokenised money funds.
- Its global brand spans 27 countries, serving institutions, wealth clients, and charities.
- China partnership optionality and J.P. Morgan Kinexys integration give Schroders distribution and infrastructure breadth.
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Benefits
Flexible Work Hours
Company News
Schroders PLC has raised its stake in LendInvest PLC to 13.579557% of the company's shares outstanding, up from 10.039607%. The increase took place on October 13, 2026, and leaves Schroders holding 19,389,167 shares. It notified the company on October 14, 2026. The holding is spread across several Schroders entities, including Schroder Investment Management Limited.
Schroders has received approval from the Central Bank of Ireland to launch a tokenised share class in a US dollar money market fund. The share class, called Schroders onchain active returns (SOAR), uses J.P. Morgan's Kinexys multi-chain tokenisation system. Investors will be able to use blockchain-based smart contracts to automatically process transactions such as redemptions and transfers. The structure allows the fund to operate outside conventional systems, including enabling direct transfers between clients. Schroders said the technology could enable future applications like collateralisation and round-the-clock treasury management. The Ireland-domiciled fund will be managed by Neil Sutherland, head of US fixed income at Schroders, alongside credit specialists. The launch follows Schroders Capital's introduction of tokenised features to its insurance-linked securities platform earlier this year.
Schroders reported adjusted operating profit of £459.8m for the first half of 2026, up 46% from £316m in the same period last year. Pre-tax profit rose to £396.8m from £196.9m. Assets under management reached a record £867.8bn on 30 June 2026, up from £823.7bn at the end of 2025. The increase reflected market gains, favourable foreign exchange movements and investment performance, partly offset by net outflows of £8.3bn excluding joint ventures and associates. The firm has delivered over 98% of its £150m annualised cost savings target set in March 2025. Schroders announced the sale of Benchmark, its UK financial advice business, and completed exits from Brazil and Indonesia. Shareholders approved Nuveen's acquisition of Schroders with over 99% support. The deal, expected to close in Q4 2026, would create a combined entity managing approximately $2.5tn in assets.
A consortium deal will carve up Picton's portfolio between two listed REITs, promising shareholders a bigger dividend and an end to a long-running share price
Anker Innovations, a Chinese consumer electronics company, has launched a Hong Kong IPO of 46.6 million H shares priced at up to HK$99.32 each, targeting net proceeds of approximately HK$4.52 billion ($576 million). Trading is expected to commence on 2 July 2026. The company will allocate 10% of shares to the Hong Kong public offering and 90% to international investors. Cornerstone investors including Schroders, UBS AM Singapore, Jane Street and Taikang Life Insurance have committed to subscribe for shares worth $295 million combined. Proceeds will fund product innovation, research and development, talent recruitment, brand building, direct-to-consumer expansion, supply chain upgrades and working capital. Anker is already listed on Shenzhen's A-share market and sells charging devices, energy storage products and home electronics.