Portfolio Manager
Alexander Mae (Bristol) Ltd
Bristol
Job type
contract
Location
Bristol, England
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 firm’s 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 firm’s 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 condi...