Associate Portfolio Management

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Job Purpose

The position is a portfolio management role, delivering the firm\’s asset allocation views in a client tailored way to a large and varied group of clients. Working within the Portfolio Management team to deliver an excellent level of service to the offices Investment Managers and the clients of the firm.

Job Description

Job Purpose

The position is a portfolio management role, delivering the firm\’s asset allocation views in a client tailored way to a large and varied group of clients. Working within the Portfolio Management team to deliver an excellent level of service to the offices Investment Managers and the clients of the firm.

Qualifications

Key Responsibilities

• The day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation, risk budgets and portfolio construction
• To input into the Bristol Portfolio Management team’s investment process and investment selection for target portfolios
• To work in partnership with the Investment Managers within the office to increase their confidence in the team and as a result increase the funds under management of the team

Skills, Experience & Qualifications

• A confident, professional and pragmatic approach to all duties Required
• Excellent written, verbal and interpersonal skills Required
• IT Literate Required
• Ability to work within a team Required
• Positive/flexible attitude and a willingness to learn Required
• Initiative – use judgement and reasoning in order to propose solutions to problems Required
• A quick thinker who can adapt to changing work demands Required
• Attention to detail Required

Professional Qualifications and Education

• CISI Level 4 qualification and completed or working towards a level 7 qualification
• Experience and knowledge of investments and the management of client portfolios

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