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 Bristol employer: Alexander Mae Ltd
As an expanding insurance provider in Bristol, we pride ourselves on fostering a supportive team environment that prioritises employee growth and development. Our IT Systems Administrator role offers clear career pathways, a hands-on approach to cloud-based systems administration, and the opportunity to collaborate with colleagues across the business, making it an excellent choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Alexander Mae Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Manager Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Alexander Mae Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Alexander Mae Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Alexander Mae Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Alexander Mae Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Alexander Mae Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Alexander Mae Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
