The Company
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As superb well-established organisation within the financial services industry who genuinely look after their staff.
The Job:
On behalf of our client, we are seeking a Portfolio Manager on a 12 month fixed term contract. The role plays a key part in the delivery, oversight, and ongoing alignment of discretionary portfolios. You will help ensure consistent, high-quality outcomes at scale by efficiently implementing and maintaining portfolios in line with the firm's investment strategy and house views.
Responsibilities will include
- Play a key role in the implementation and ongoing management of discretionary portfolios across the client base, ensuring consistency of outcomes at scale.
- Conduct regular client portfolio reviews, ensuring alignment with mandates, risk profiles, and the firm's latest investment views.
- Deliver timely and high-quality portfolio reviews, either as part of agreed workflows or in response to specific client or Investment Solutions requirements.
- Actively monitor portfolio risks, deviations, and outcomes, taking appropriate action where required.
- Take ownership of key cyclical processes, including annual Capital Gains Tax management activity and ISA subscriptions.
- Ensure these activities are executed accurately, efficiently, and in line with client objectives and regulatory requirements.
- Continuously seek improvements in process efficiency, scalability, and client outcomes.
- Maintain a strong understanding of current market conditions, asset allocation views, and investment research.
- Proactively contribute ideas and feedback to enhance portfolio positioning and implementation approaches.
- Show leadership and initiative in portfolio management projects and broader cross-business initiatives.
- Contribute to the evolution of tools, processes, and governance frameworks supporting bespoke portfolios.
- Identify opportunities to improve implementation efficiency, risk management, and client outcomes. xgikmsk
The Person:
Our client is seeking a proactive and commercially minded investment professional with strong attention to detail and the ability to manage multiple priorities. You will bring a collaborative approach, sound j...
Portfolio Manager | Bristol employer: Alexander Mae (Bristol) Ltd Careers
As a Data Protection Paralegal with us, you will thrive in a dynamic and supportive work environment that values your contributions and encourages professional growth. Our commitment to employee development is reflected in our comprehensive training programmes and mentorship opportunities, ensuring you have the tools to excel in your role. Located in a vibrant area, we offer a collaborative culture where innovation is celebrated, making us an exceptional employer for those seeking meaningful and rewarding careers in data protection.
Contact Details:
Alexander Mae (Bristol) Ltd Careers Recruitment Team
