Portfolio Manager Bristol in Newport, Wales

The Company 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. 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)
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