Full job descriptionThe 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 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 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:
£ month fixed term contract)