At a Glance
- Tasks: Manage and oversee discretionary portfolios, ensuring alignment with client objectives and investment strategies.
- Company: Well-established wealth management and investment firm with a collaborative culture.
- Benefits: Opportunity to contribute to meaningful portfolio outcomes and professional development.
- Other info: Fast-paced environment with opportunities for continuous improvement and career growth.
- Why this job: Join a respected investment team and make a real impact on client success.
- Qualifications: Experience in discretionary portfolio management and strong analytical skills required.
The predicted salary is between 60000 - 80000 £ per year.
Our client, a well-established wealth management and investment firm, are seeking an experienced Portfolio Manager to join their Portfolio Management team. This is an excellent opportunity for an investment professional who enjoys combining portfolio management expertise with operational excellence and process improvement. The successful candidate will play a pivotal role in ensuring portfolios are implemented, maintained and monitored effectively, delivering consistent client outcomes while supporting the ongoing evolution of investment processes and controls.
About the Role
- As a Portfolio Manager, you will be responsible for the implementation, oversight and ongoing alignment of discretionary portfolios across a broad client base.
- Working within a collaborative and high-performing investment team, you will help ensure portfolios remain aligned with client objectives, risk profiles and evolving investment views.
- You will undertake regular portfolio reviews, monitor portfolio risks and performance, and support the efficient execution of key cyclical activities such as tax management and investment account subscriptions.
- The role requires a strong focus on governance, accuracy and regulatory compliance, alongside a commitment to continuous improvement and delivering excellent client outcomes.
- Managing and overseeing discretionary portfolios to ensure alignment with client mandates and investment strategy.
- Conducting regular portfolio reviews and implementing portfolio changes where required.
- Monitoring portfolio risk, performance and deviations from agreed mandates.
- Leading and supporting key portfolio management processes, including tax management and investment account activities.
- Contributing to investment implementation projects and process improvement initiatives.
- Supporting the development of portfolio management tools, governance frameworks and operational efficiencies.
- Ensuring all portfolio activity is conducted in accordance with regulatory requirements and internal controls.
- Investigating and resolving portfolio or operational issues where necessary.
- Responding to complex queries from internal stakeholders and supporting client-facing teams with investment-related information.
- Collaborating closely with colleagues across investment, operations and client service functions.
About You
- To be successful in this role, you will have a strong background in discretionary portfolio management, investment implementation or a related investment management environment.
- You will possess a solid understanding of portfolio construction, asset allocation and investment markets, alongside excellent organisational skills and attention to detail.
- The ideal candidate will be proactive, analytical and comfortable balancing multiple priorities in a fast-paced environment.
- Proven experience in discretionary portfolio management or investment implementation.
- Strong knowledge of asset allocation, portfolio construction and investment management principles.
- Understanding of the regulatory environment surrounding discretionary investment management.
- Excellent analytical and problem-solving abilities.
- Strong organisational skills with meticulous attention to detail.
- Experience managing competing priorities and delivering work to a high standard.
- A client-focused mindset with the ability to balance bespoke requirements and scalable solutions.
- Excellent communication and stakeholder management skills.
- A collaborative and proactive approach to teamwork.
- Professional investment qualifications such as the IMC, CFA or equivalent (preferred).
This position offers the opportunity to join a highly respected investment business where you can make a meaningful contribution to portfolio outcomes, process development and the continued success of the investment team.
Portfolio Manager (12 Month FTC) in Bristol employer: Flair for Recruitment
Join a prestigious wealth management and investment firm that values operational excellence and continuous improvement. As a Portfolio Manager, you will thrive in a collaborative environment that prioritises client outcomes and professional growth, offering you the chance to enhance your skills while contributing to innovative investment processes. With a strong commitment to governance and regulatory compliance, this role provides a unique opportunity to make a significant impact within a high-performing team in a dynamic industry.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager (12 Month FTC) in Bristol
✨Get in on Networking Events
For a temporary role in investment asset management, you should definitely seek out networking events like industry conferences and seminars. These are fantastic for meeting the right people and getting noticed — it’s all about making those connections that can lead to gigs like the one you're after!
✨Join Investment Forums and Communities
Dive into online investment forums or communities, like those on LinkedIn or even specific investment platforms. Share your thoughts, ask questions, and be active — this is a great way to showcase your expertise and passion for the field. You never know who might take notice and lead you to a temporary role at places like Flair for Recruitment.
✨Temporary Positions are Competitive, So Be Proactive!
With temporary roles, it's essential to be quick on the draw! Check job boards often and consider reaching out directly to companies like Flair for Recruitment to ask about upcoming opportunities. It shows initiative and can really set you apart from other candidates!
✨Leverage University Career Services
If you're currently in university or recently graduated, don't forget to tap into your career services for temporary placements in investment asset management. They often have connections with firms actively looking to fill short-term roles, making it easier for us to land that gig!
We think you need these skills to ace Portfolio Manager (12 Month FTC) in Bristol
Some tips for your application 🫡
Highlight Your Analytical Skills:In investment and asset management, your ability to analyse data and make informed decisions is key. Showcase your analytical skills in your CV and provide specific examples of projects or coursework that highlight these abilities. Whether it’s through university projects or relevant internships, make it obvious that you’ve got what it takes to spot trends and evaluate risks.
Demonstrate Your Passion for the Market:For a temporary role in this industry, it’s vital to show your enthusiasm and understanding of the financial market. In your cover letter, share specific experiences or insights about market trends or investment strategies you've explored. This passion can set you apart, especially for shorter contracts where speed and enthusiasm can make a big difference.
Include Relevant Certifications:If you’ve completed any financial or investment-related certifications, make sure they’re prominently featured in your CV. This not only shows your commitment to the field but also adds credibility to your application in the highly competitive asset management sector. Don’t forget to link any online profile or platform where you might showcase your achievements.
Be Ready to Hit the Ground Running:Given that this is a temporary position at Flair for Recruitment, highlight your ability to adapt quickly and contribute from day one. Make sure your CV reflects any prior short-term roles or internships where you quickly picked up new skills or adapted to new teams. This will assure the hiring managers that you're ready to jump in and start delivering results.
How to prepare for a job interview at Flair for Recruitment
✨Know Your Numbers
In investment asset management, your ability to understand and analyse financial data is crucial. Be prepared to tackle technical questions related to risk analysis, portfolio management, and quantitative methods. Brush up on common metrics and valuation techniques—you never know when they might come up!
✨Bring Your Analytical A-Game
During the interview process, you might be asked to evaluate a case study or a hypothetical investment scenario. Practice expressing your thought process clearly—this is about showcasing your analytical skills and thought agility. Use specific examples from your studies or work experience to demonstrate how you've approached similar tasks in the past.
✨Show Off Your Projects
Since this is a temporary role, a solid portfolio can really help you stand out. Share any projects or analyses you've conducted, even if they were part of your coursework. Use these pieces of work to demonstrate your understanding of the sector and your ability to apply theory to practice. It’s all about showing what you can bring to the table from day one!
✨Be Ready for Rapid Fire Questions
With a temporary position, they might want to gauge how quickly you can adapt and contribute. Prepare to answer questions that require quick, insightful responses about market trends or recent economic events. It’s a fast-paced environment, so showing that you stay updated and can think on your feet will really impress the interviewers at Flair for Recruitment.
