At a Glance
- Tasks: Manage and implement investment portfolios, ensuring high-quality outcomes for clients.
- Company: Established financial services firm that values and supports its employees.
- Benefits: 35-hour work week, generous pension, health care, and bonus opportunities.
- Other info: Enjoy 28 days holiday, CSR leave, and discounts on major retailers.
- 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. 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.
- 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.
- 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.
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.
- 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)
Manager (Portfolio Manager) employer: Alexander Mae (Bristol) Ltd
At Alexander Mae (Bristol) Ltd, we pride ourselves on being an excellent employer that fosters a supportive and collaborative work culture. Our commitment to employee growth is evident through ongoing training and development opportunities, ensuring that our team members thrive in their roles. Located in the vibrant city of Bristol, we offer a dynamic environment where your contributions are valued, making this a truly rewarding place to advance your career in financial services.
Contact Details:
Alexander Mae (Bristol) Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Manager (Portfolio Manager)
✨Get in on Networking Events
For a temporary role in investment asset management, you should definitely seek out networking events like industry conferences and seminars. These are fantastic for meeting the right people and getting noticed — it’s all about making those connections that can lead to gigs like the one you're after!
✨Join Investment Forums and Communities
Dive into online investment forums or communities, like those on LinkedIn or even specific investment platforms. Share your thoughts, ask questions, and be active — this is a great way to showcase your expertise and passion for the field. You never know who might take notice and lead you to a temporary role at places like Alexander Mae (Bristol) Ltd.
✨Temporary Positions are Competitive, So Be Proactive!
With temporary roles, it's essential to be quick on the draw! Check job boards often and consider reaching out directly to companies like Alexander Mae (Bristol) Ltd to ask about upcoming opportunities. It shows initiative and can really set you apart from other candidates!
✨Leverage University Career Services
If you're currently in university or recently graduated, don't forget to tap into your career services for temporary placements in investment asset management. They often have connections with firms actively looking to fill short-term roles, making it easier for us to land that gig!
We think you need these skills to ace Manager (Portfolio Manager)
Some tips for your application 🫡
Highlight Your Analytical Skills:In investment and asset management, your ability to analyse data and make informed decisions is key. Showcase your analytical skills in your CV and provide specific examples of projects or coursework that highlight these abilities. Whether it’s through university projects or relevant internships, make it obvious that you’ve got what it takes to spot trends and evaluate risks.
Demonstrate Your Passion for the Market:For a temporary role in this industry, it’s vital to show your enthusiasm and understanding of the financial market. In your cover letter, share specific experiences or insights about market trends or investment strategies you've explored. This passion can set you apart, especially for shorter contracts where speed and enthusiasm can make a big difference.
Include Relevant Certifications:If you’ve completed any financial or investment-related certifications, make sure they’re prominently featured in your CV. This not only shows your commitment to the field but also adds credibility to your application in the highly competitive asset management sector. Don’t forget to link any online profile or platform where you might showcase your achievements.
Be Ready to Hit the Ground Running:Given that this is a temporary position at Alexander Mae (Bristol) Ltd, highlight your ability to adapt quickly and contribute from day one. Make sure your CV reflects any prior short-term roles or internships where you quickly picked up new skills or adapted to new teams. This will assure the hiring managers that you're ready to jump in and start delivering results.
How to prepare for a job interview at Alexander Mae (Bristol) Ltd
✨Know Your Numbers
In investment asset management, your ability to understand and analyse financial data is crucial. Be prepared to tackle technical questions related to risk analysis, portfolio management, and quantitative methods. Brush up on common metrics and valuation techniques—you never know when they might come up!
✨Bring Your Analytical A-Game
During the interview process, you might be asked to evaluate a case study or a hypothetical investment scenario. Practice expressing your thought process clearly—this is about showcasing your analytical skills and thought agility. Use specific examples from your studies or work experience to demonstrate how you've approached similar tasks in the past.
✨Show Off Your Projects
Since this is a temporary role, a solid portfolio can really help you stand out. Share any projects or analyses you've conducted, even if they were part of your coursework. Use these pieces of work to demonstrate your understanding of the sector and your ability to apply theory to practice. It’s all about showing what you can bring to the table from day one!
✨Be Ready for Rapid Fire Questions
With a temporary position, they might want to gauge how quickly you can adapt and contribute. Prepare to answer questions that require quick, insightful responses about market trends or recent economic events. It’s a fast-paced environment, so showing that you stay updated and can think on your feet will really impress the interviewers at Alexander Mae (Bristol) Ltd.
