At a Glance
- Tasks: Support proactive investment management and onboarding of new portfolios.
- Company: Established financial services organisation that values its staff.
- Benefits: 35-hour work week, health care, pension, and bonus opportunities.
- Other info: Great career growth with opportunities for professional development.
- Why this job: Join a dynamic team and make an impact in the financial sector.
- Qualifications: Strong organisation skills, attention to detail, and Excel proficiency.
The predicted salary is between 31500 - 38500 £ per year.
The Company: 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 Junior Portfolio Manager to join the Portfolio Management team on a fixed term contract. In this role you will support the delivery of proactive investment management on a discretionary basis, reporting to the Senior Portfolio Manager within the Portfolio Management department. You will be involved in onboarding new portfolios, daily dealing, cash sweeps, and maintaining model portfolios. This is a hands-on position that requires strong organisation, good communication, and a methodical approach to operational work.
Responsibilities within this role will include:
- Responsible for the initial onboarding of all new portfolios.
- Responsible for the final onboarding of new modelled portfolios, including system configuration.
- Create and submit bulk transactions for non-modelled portfolios.
- Undertake daily dealing across all modelled portfolios for new investments and cash management.
- Organise and execute periodic re-balancing of modelled portfolios and bulk fund changes.
- Build, update and maintain model portfolios on third-party platforms.
- Serve as first point of contact for platform queries, setting up new clients and investing funds.
- Conduct weekly cash sweeps and allocate monthly contributions.
- Produce and distribute breach reports.
- Liaise with other departments to resolve data errors and operational issues.
The Person: The ideal candidate is highly organised, detail-oriented, and thrives in a fast-paced financial services environment. Strong administration and attention to detail skills. Excellent time-management and problem-solving abilities. Effective written and verbal communication skills. Advanced Excel and Microsoft Office competence. Experience in financial services is preferred, along with a willingness to obtain relevant qualifications.
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: £27,000 (12 month fixed term contract)
Junior Portfolio Manager in Bristol employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Junior Portfolio Manager in Bristol
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like All The Top Bananas.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like All The Top Bananas might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Junior Portfolio Manager in Bristol
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at All The Top Bananas will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at All The Top Bananas. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give All The Top Bananas confidence in your short-term commitment to the role.
How to prepare for a job interview at All The Top Bananas
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with All The Top Bananas.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure All The Top Bananas that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
