Portfolio Manager
4 days ago
Bath
The Company As 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 Portfolio Manager on a 12 month fixed term contract.The role plays a key part in the delivery, oversight, and ongoing alignment of discretionary portfolios. You will help ensure consistent, high-quality outcomes at scale by efficiently implementing and maintaining portfolios in line with the firms investment strategy and house views. Responsibilities will include • Play a key role in the implementation and ongoing management of discretionary portfolios across the client base, ensuring consistency of outcomes at scale., • Conduct regular client portfolio reviews, ensuring alignment with mandates, risk profiles, and the firms latest investment views., • Deliver timely and high-quality portfolio reviews, either as part of agreed workflows or in response to specific client or Investment Solutions requirements., • Actively monitor portfolio risks, deviations, and outcomes, taking appropriate action where required., • Take ownership of key cyclical processes, including annual Capital Gains Tax management activity and ISA subscriptions., • Ensure these activities are executed accurately, efficiently, and in line with client objectives and regulatory requirements., • Continuously seek improvements in process efficiency, scalability, and client outcomes., • Maintain a strong understanding of current market conditions, asset allocation views, and investment research., • Proactively contribute ideas and feedback to enhance portfolio positioning and implementation approaches., • Show leadership and initiative in portfolio management projects and broader cross-business initiatives., • Contribute to the evolution of tools, processes, and governance frameworks supporting bespoke portfolios., • Identify opportunities to improve implementation efficiency, risk management, and client outcomes. The Person: Our client is seeking a proactive and commercially minded investment professional with strong attention to detail and the ability to manage multiple priorities. You will bring a collaborative approach, sound judgement, and the confidence to contribute to portfolio management projects and wider business initiatives. • Experience in portfolio management, discretionary investment management, or a similar role., • Strong understanding of investment markets, asset allocation, and portfolio risk., • Ability to review, monitor, and maintain portfolios with accuracy and consistency., • Good organisational skills with the ability to manage cyclical processes and deadlines., • Confident communicator with the ability to contribute ideas and work across teams. 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: £55-60,000 (12 month fixed term contract) JBRP1_UKTJ