Portfolio Manager

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

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• Play a key role in the implementation and ongoing management of discretionary portfolios across the client base, ensuring consistency of outcomes at scale.
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• Conduct regular client portfolio reviews, ensuring alignment with mandates, risk profiles, and the firm’s latest investment views.
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• Deliver timely and high-quality portfolio reviews, either as part of agreed workflows or in response to specific client or Investment Solutions requirements.
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• Actively monitor portfolio risks, deviations, and outcomes, taking appropriate action where required.
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• Take ownership of key cyclical processes, including annual Capital Gains Tax management activity and ISA subscriptions.
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• Ensure these activities are executed accurately, efficiently, and in line with client objectives and regulatory requirements.
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• Continuously seek improvements in process efficiency, scalability, and client outcomes.
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• Maintain a strong understanding of current market conditions, asset allocation views, and investment research.
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• Proactively contribute ideas and feedback to enhance portfolio positioning and implementation approaches.
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• Show leadership and initiative in portfolio management projects and broader cross-business initiatives.
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• Contribute to the evolution of tools, processes, and governance frameworks supporting bespoke portfolios.
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• Identify opportunities to improve implementation efficiency, risk management, and client outcomes.
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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.

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• Experience in portfolio management, discretionary investment management, or a similar role.
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• Strong understanding of investment markets, asset allocation, and portfolio risk.
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• Ability to review, monitor, and maintain portfolios with accuracy and consistency.
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• Good organisational skills with the ability to manage cyclical processes and deadlines.
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• Confident communicator with the ability to contribute ideas and work across teams.
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The Hours:

Monday to Friday: (35 hours per week) 9am – 5pm

The Benefits:

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• 35-hour working week.
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• 10% non-contributory pension, with any voluntary salary sacrifice enhanced by 10%.
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• Discretionary bonus opportunity, dependent upon business and personal performance.
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• Salary supplement in lieu of protection benefits, calculated at 2% of gross base salary and paid monthly.
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• Bupa Health Care from the start of employment, with the option to add partners and children.
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• My Rewards membership with discounts on major high street retailers.
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• 28 days holiday + Bank Holidays
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• Two days’ paid leave per annum to participate in Corporate Social Responsibility activities, subject to line manager approval.
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