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 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.
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...
Portfolio Manager London employer: Alexander Mae (Bristol)
As a leading educational institution, we pride ourselves on fostering a supportive and collaborative work environment that values initiative and confidentiality. Our commitment to employee growth is evident through ongoing professional development opportunities, ensuring that our staff can thrive in their roles while contributing to the school's vision and high standards. Located in a vibrant community, this term-time only position offers a unique work-life balance, allowing you to make a meaningful impact while enjoying the benefits of working within an esteemed school setting.
