Portfolio Manager Bristol in Bath

The Company

Have you got what it takes to succeed The following information should be read carefully by all candidates.

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 firms 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 firms 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.

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.
• Strong understanding of investment markets, asset allocation, and portfolio risk.
• Ability to review, monitor, and maintain portfolios with accuracy and consistency.
• Good organisational skills with the ability to manage cyclical processes and deadlines.
• 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. xiskglj
• 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:

c£55,000 (12 month fixed term contract)