At a Glance
- Tasks: Manage and optimise discretionary portfolios while ensuring high-quality outcomes.
- 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: Collaborative environment with opportunities for professional growth and CSR involvement.
- 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 is a well-established organisation within the financial services industry that genuinely looks after their staff.
The Job: 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.
- Taking ownership of key cyclical processes, including annual Capital Gains Tax management activity and ISA subscriptions.
- Ensuring these activities are executed accurately, efficiently, and in line with client objectives and regulatory requirements.
- Continuously seeking improvements in process efficiency, scalability, and client outcomes.
- Maintaining a strong understanding of current market conditions, asset allocation views, and investment research.
- Proactively contributing ideas and feedback to enhance portfolio positioning and implementation approaches.
- Showing leadership and initiative in portfolio management projects and broader cross-business initiatives.
- Contributing to the evolution of tools, processes, and governance frameworks supporting bespoke portfolios.
- Identifying 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 required:
- 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: £55-60,000 (12 month fixed term contract).
Portfolio Manager in Bristol employer: Alexander Mae Ltd
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