At a Glance
- Tasks: Manage discretionary portfolios and ensure high-quality outcomes for clients.
- Company: Established financial services organisation that values its employees.
- Benefits: 35-hour work week, generous pension, health care, and bonus opportunities.
- Other info: Collaborative environment with opportunities for professional growth and CSR activities.
- Why this job: Join a dynamic team and make a real impact in portfolio management.
- Qualifications: Experience in portfolio management and strong understanding of investment markets.
The predicted salary is between 55000 - 60000 £ per year.
The Company: A 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:
- Playing a key role in the implementation and ongoing management of discretionary portfolios across the client base, ensuring consistency of outcomes at scale.
- Conducting regular client portfolio reviews, ensuring alignment with mandates, risk profiles, and the firm's latest investment views.
- Delivering timely and high-quality portfolio reviews, either as part of agreed workflows or in response to specific client or Investment Solutions requirements.
- Actively monitoring portfolio risks, deviations, and outcomes, taking appropriate action where required.
- Taking ownership of key cyclical processes, including annual Capital Gains Tax management activity and ISA subscriptions.
- Ensuring these activities are executed accurately, efficiently, and in line with client objectives and regulatory requirements.
- Continuously seeking improvements in process efficiency, scalability, and client outcomes.
- Maintaining a strong understanding of current market conditions, asset allocation views, and investment research.
- Proactively contributing ideas and feedback to enhance portfolio positioning and implementation approaches.
- Showing leadership and initiative in portfolio management projects and broader cross-business initiatives.
- Contributing to the evolution of tools, processes, and governance frameworks supporting bespoke portfolios.
- Identifying opportunities to improve implementation efficiency, risk management, and client outcomes.
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 judgement, and the confidence to contribute to portfolio management projects and wider business initiatives.
Experience in portfolio management, discretionary investment management, or a similar role is required, along with a strong understanding of investment markets, asset allocation, and portfolio risk. You should have the ability to review, monitor, and maintain portfolios with accuracy and consistency, good organisational skills with the ability to manage cyclical processes and deadlines, and be a confident communicator with the ability to contribute ideas and work across teams.
The Hours: Monday to Friday: (35 hours per week) 9am-5pm.
The Benefits:
- 35-hour working week.
- 10% non-contributory pension, with any voluntary salary sacrifice enhanced by 10%.
- Discretionary bonus opportunity, dependent upon business and personal performance.
- Salary supplement in lieu of protection benefits, calculated at 2% of gross base salary and paid monthly.
- Bupa Health Care from the start of employment, with the option to add partners and children.
- My Rewards membership with discounts on major high street retailers.
- 28 days holiday + Bank Holidays.
- Two days paid leave per annum to participate in Corporate Social Responsibility activities, subject to line manager approval.
The Salary: £55-60,000 (12 month fixed term contract).
Portfolio Manager in Bath employer: Alexander Mae (Bristol) Ltd
As a well-established organisation in the financial services industry, our client prioritises employee well-being and professional growth, making it an excellent employer for a Portfolio Manager. With a supportive work culture, competitive benefits including a 35-hour work week, generous pension contributions, and opportunities for personal development, employees can thrive while contributing to impactful investment strategies. The company's commitment to corporate social responsibility further enhances the rewarding experience of working here.
Contact Details:
Alexander Mae (Bristol) Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager in Bath
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
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Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Alexander Mae (Bristol) Ltd.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Alexander Mae (Bristol) Ltd might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Portfolio Manager in Bath
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Alexander Mae (Bristol) Ltd will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Alexander Mae (Bristol) Ltd. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Alexander Mae (Bristol) Ltd confidence in your short-term commitment to the role.
How to prepare for a job interview at Alexander Mae (Bristol) Ltd
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Alexander Mae (Bristol) Ltd.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Alexander Mae (Bristol) Ltd that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
