At a Glance
- Tasks: Manage and oversee discretionary portfolios, ensuring high-quality outcomes for clients.
- Company: A well-established financial services organisation that values its employees.
- Benefits: Competitive salary, supportive work environment, and opportunities for professional growth.
- Other info: 12-month fixed term contract with potential for career advancement.
- Why this job: Join a dynamic team and make a real impact in the financial sector.
- Qualifications: Experience in portfolio management and strong analytical skills.
The predicted salary is between 60000 - 80000 £ per year.
The Company is 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.
Portfolio Manager employer: Alexander Mae (Bristol)
As a well-established organisation in the financial services industry, we pride ourselves on fostering a supportive work environment that prioritises employee well-being and professional growth. Our culture encourages collaboration and innovation, offering ample opportunities for career advancement while ensuring our team members are equipped with the tools they need to succeed. Join us in a role that not only challenges you but also rewards you with a fulfilling career path in a dynamic and thriving location.
