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For Companies At a Glance
- Tasks: Manage client portfolios, build relationships, and support strategic growth in a dynamic environment.
- Company: Join a leading investment firm with a focus on professional development and collaboration.
- Benefits: Enjoy competitive pension contributions, private medical insurance, and a flexible work-from-anywhere policy.
- Other info: Experience a 'learn by doing' culture with structured support and increasing autonomy.
- Why this job: Step into a role with real responsibility and growth potential in the investment sector.
- Qualifications: 3+ years in wealth or investment management; ambition and a desire to learn are key.
The predicted salary is between 35000 - 45000 ÂŁ per year.
This role is designed for someone early to mid‑way through their investment career who is ready to step up. Over the next 2-3 years, you’ll grow into a core portfolio management role within the Bristol office, working closely with an experienced senior portfolio manager and broader financial planning teams. From day one, you’ll take responsibility for a small client portfolio, allowing you to build confidence, credibility, and deep client relationships while learning our investment approach. Longer term, this role plays a key part in strengthening our discretionary fund management capability across Bristol, the South West and Wales.
About the role
You’ll work alongside an experienced senior portfolio manager, managing lower complexity client portfolios immediately, generating revenue, and leading the client experience. You’ll be trusted to deliver exceptional service, strengthen relationships with clients and advisers, and support the strategic growth and succession planning of our business. If you enjoy markets, client outcomes, collaborating with advisers, and want a role where responsibility increases year‑on‑year, this is a genuine career opportunity.
Skills and Experience
- 3+ years’ experience in wealth management or investment management, ideally in an Assistant Portfolio Manager or Associate Portfolio Manager role.
- Experience in investment management, portfolio analysis, discretionary management or similar.
- Progressing towards (or completion of) relevant qualifications (e.g. CFA, CISI, IMC) at least Level 6.
- A solid grounding in asset allocation, portfolio construction, and risk principles.
- The confidence to engage and build trusted relationships with Financial Planners and clients across Bristol.
- Curiosity, good judgement, and a desire to learn fast.
You don’t need to have led complex portfolios independently yet — we’ll support your development into that responsibility.
Accountabilities
- Managing a smaller client book, delivering strong investment outcomes and client experience.
- Work closely with the Head of Office PM to develop portfolio construction and oversight skills.
- Build confidence and trust with Financial Planners, including the FP Head of Office across the Bristol office.
- Support investment input for smaller client segments during growth or mobilisation phases.
- Contribute to the development of regional DFM capability, particularly linked to acquisitions.
- Participate in investment research, portfolio reviews and governance processes.
- Progressively increase autonomy and responsibility in line with a development plan.
This is very much a “learn by doing” role, with structured support, exposure, and increasing ownership.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Junior to Mid Portfolio Manager in Bristol employer: Atomos Investments Limited
Contact Detail:
Atomos Investments Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior to Mid Portfolio Manager in Bristol
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join investment forums, or even hit up LinkedIn. The more you engage with professionals, the better your chances of landing that Junior to Mid Portfolio Manager role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your experiences in wealth management and portfolio analysis. Highlight your ambition and how you're progressing towards those qualifications like CFA or CISI. Let them see your potential!
✨Ask Questions
During interviews or networking chats, ask insightful questions about their investment approach and client relationships. This shows your curiosity and eagerness to learn, which is exactly what they’re looking for in a candidate ready to step up.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our team and contributing to the growth of our discretionary fund management capability.
We think you need these skills to ace Junior to Mid Portfolio Manager in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 3+ years in wealth or investment management, and any relevant qualifications you’re working towards. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for portfolio management and your eagerness to learn. Share specific examples of how you've built client relationships or contributed to team success in previous roles. We love seeing your personality come through!
Showcase Your Curiosity: In your application, don’t forget to mention your curiosity and desire to learn. We’re looking for potential and ambition, so share any experiences where you’ve gone above and beyond to understand markets or improve your skills. It’ll help us see your growth mindset!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at StudySmarter. We can’t wait to hear from you!
How to prepare for a job interview at Atomos Investments Limited
✨Know Your Numbers
Brush up on your knowledge of asset allocation, portfolio construction, and risk principles. Be ready to discuss how these concepts apply to the role and share examples from your previous experience in wealth or investment management.
✨Show Your Curiosity
Demonstrate your eagerness to learn by asking insightful questions about the company’s investment approach and client management strategies. This shows that you’re not just interested in the role but also in growing with the company.
✨Build Rapport
Since this role involves building relationships with clients and financial planners, practice your interpersonal skills. Be friendly, approachable, and confident during the interview to showcase your ability to connect with others.
✨Highlight Your Ambition
Make sure to convey your potential and ambition clearly. Share your career goals and how this position aligns with them, emphasising your desire to take on more responsibility and grow within the company over time.