At a Glance
- Tasks: Manage client portfolios and deliver exceptional investment outcomes while gaining valuable mentorship.
- Company: A growing, exclusive firm known for exceptional client service and trusted advice.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible working options.
- Other info: Opportunity for personal growth and to lead complex portfolio management for high net worth clients.
- Why this job: Join a dynamic team and develop your skills in portfolio management with top professionals.
- Qualifications: CFA/CISI Level 6 qualified with 3+ years in wealth or portfolio management.
The predicted salary is between 45000 - 55000 £ per year.
We are looking for someone who is rising in their career, wants to be at a growing company, and get mentored by one of the top PMs in the South West. The key trait we are looking for is client gravitas. We want someone our Portfolio Manager or our high performing Financial Planners can trust to be credible in front of HNW clients. 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
- Working alongside a very established Senior Portfolio Manager who will coach you, you will manage lower complexity client portfolios immediately, generating revenue, and leading the client experience.
- You can become the eventual successor to the Senior Portfolio Manager.
- Manage a client book, deliver 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 senior Financial Planners 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.
- Maintain a strong understanding of current market conditions, asset allocation views, and investment research.
- Progressively increase autonomy and responsibility in line with a development plan.
This favours those who learn best by doing, with structured support, exposure, and coaching.
Skills and Experience
- You must have client gravitas, plenty of quiet ambition, and the potential for personal growth in addition to:
- Level 6 qualified via CISI or the CFA.
- 3+ years’ experience in wealth management or portfolio management, ideally as an Assistant Portfolio Manager or Associate Portfolio Manager role and you need that step up.
- Experience in investment management, portfolio analysis, discretionary management or similar.
- Strong understanding of investment markets, asset allocation, and portfolio risk.
- 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 and the South West.
- Confident communicator able to present in front of clients and comfortable at professional network events.
We will support you developing into leading complex portfolio management for high net worth clients.
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.
Portfolio Manager, Bristol employer: Atomos
Atomos is an exceptional employer that fosters a dynamic and collaborative work culture, making it an ideal place for professionals in financial planning and wealth management. With a strong focus on employee growth, Atomos offers comprehensive benefits including a competitive pension scheme, private medical insurance, and a flexible 'Work From Anywhere' policy, ensuring that team members can thrive both personally and professionally. The opportunity to engage with senior stakeholders and lead critical transition programmes not only enhances your career trajectory but also contributes to the long-term success of Financial Planners and acquired firms within the organisation.
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 Atomos. 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 Atomos.
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 Atomos'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 Atomos
✨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 Atomos.
✨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 Atomos 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 Atomos 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.
