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- Tasks: Manage client portfolios and collaborate with experienced portfolio managers to enhance your skills.
- Company: Dynamic investment firm focused on growth and client relationships in Bristol.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible work options.
- Other info: Enjoy a learn-by-doing approach with opportunities for rapid career progression.
- Why this job: Kickstart your investment career with hands-on experience and mentorship in a supportive environment.
- Qualifications: 3+ years in wealth or investment management; Level 6 qualification preferred.
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.
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 ExperienceWe’re not looking for someone “fully formed” — we’re looking for potential, capability and ambition. You’ll likely bring:
- 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.
- Completed a Level 6 qualification (e.g. via CFA, CISI, IMC).
- 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
Contact Detail:
Atomos Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior to Mid Portfolio Manager in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment world. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that dream job. Prepare a short, engaging summary of your experience and what you’re looking for. Make it easy for them to see how you fit into their team.
✨Tip Number 3
Show your passion for investment management! When you get the chance to chat with potential employers, share your insights on market trends or recent investment strategies. This not only showcases your knowledge but also your enthusiasm for the field.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are genuinely interested in joining us. Plus, it’s a great way to ensure your application gets the attention it deserves. Let’s make this happen together!
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 don’t forget to showcase any relevant qualifications like CFA or CISI.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for portfolio management and how you align with our values at StudySmarter. Share specific examples of your experience that demonstrate your potential and ambition.
Showcase Your Curiosity: We love candidates who are eager to learn! In your application, mention any recent market trends you've followed or investment strategies you've explored. This shows us you're proactive and genuinely interested in the field.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Atomos
✨Know Your Numbers
Brush up on your investment knowledge, especially around asset allocation and portfolio construction. Be ready to discuss specific examples from your experience that demonstrate your understanding of these concepts.
✨Build Rapport with the Interviewer
Since this role involves client relationships, show your interpersonal skills during the interview. Ask thoughtful questions about their approach to client management and share your own experiences in building trust with clients.
✨Show Your Curiosity
Demonstrate your eagerness to learn by asking about the company's investment strategies and how they support professional development. This shows you’re not just looking for a job, but a place to grow your career.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific situations related to portfolio management. Think through potential scenarios in advance and prepare your responses to highlight your judgement and problem-solving skills.