Responsible Investment Portfolio Manager

Unlocking Potential with Coyne & Associates We are seeking a Strategic Growth Leader to join our dynamic investment team. As a key member of the team, you will provide tactical and operational support to drive value creation and market-leading performance across our portfolio. Your expertise will be instrumental in guiding investee management teams towards...

Required Skills and QualificationsTo succeed in this role, you'll need a CISI level 4 qualification or above (with an aspiration for Level 7) and up-to-date knowledge of investments and client portfolio management.Key Qualities:Experience and knowledge of investments and portfolio management.Strong analytical and problem-solving skills.Excellent...

About UsHargreaves Lansdown Asset Management Limited is a leading asset management company dedicated to providing high-quality investment solutions to individuals and institutions. Our purpose is to make it easy for people to save and invest for a better future.Our investment team is passionate about delivering exceptional results for our clients, and we are...

Key ResponsibilitiesActively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.Have regular face-to-face meetings with stakeholders as required regarding their debt...

About the RoleWe are seeking a highly skilled Portfolio Manager to join our team in Bristol. As an Investment Director, you will be responsible for maintaining existing client relationships and developing new business opportunities.Key ResponsibilitiesMaintain and develop existing client relationshipsDevelop new business opportunities through individual...

Job Title: Senior Investment ManagerWe are partnering with an innovative VC in the tech space to find a seasoned addition to its investment team. The role will sit in the Tech investment team with a remit spanning origination, advisory, and portfolio management. Key responsibilities include:Source, develop, and manage a portfolio of debt and equity...

About the RoleWe are seeking an experienced Strategic Portfolio Manager to join our team at PER, Private Equity Recruitment.Job DescriptionBoard Seat Responsibility: This role involves sitting on the boards of multiple portfolio companies, working closely with CEOs and business owners as a trusted strategic advisor.Liaising with Management Teams: You will...

This is an exciting opportunity for a skilled Credit Controller to join our team at Portfolio Credit Control. We are looking for someone with a background in professional services, ideally with experience in Workday.The successful candidate will be responsible for handling all credit control procedures, actively chasing debt, and maintaining accurate...

Job OverviewWe are seeking a highly skilled Portfolio Development Manager to join our team in Bristol. As a key member of our investment management team, you will be responsible for driving business growth and developing high-value relationships with clients.The estimated annual salary for this role is around £80,000 - £100,000 plus bonus and comprehensive...

About the RoleAs a Senior Portfolio Manager with Alexander Mae (Bristol) Ltd, you will be responsible for driving the growth and success of our student lettings portfolio in central Bristol.Key Responsibilities:Develop and maintain strong relationships with landlords, tenants, and contractors to ensure seamless property management.Manage all aspects of asset...

About QuilterQuilter, a leading provider of advice, investments, and wealth management, has a rich heritage dating back to 1771. With over £114.9 billion in investments managed on behalf of its clients, the company aims to deliver excellent client outcomes while embracing innovation and growth.The RoleWe are seeking a highly skilled Portfolio Administration...

Job DescriptionHargreaves Lansdown Asset Management Limited is now recruiting for a skilled Investment Portfolio Analyst Lead to join our team. This permanent full-time role is based in our Bristol head office, BS1 5HL.About the Role:Act as the SME for best practice across the IMPO and delivery community, ensuring we continuously improve our delivery...

About BGF Ireland: We have built the world's most active growth capital investment platform, established to help growing SMEs across the UK.We invest at all stages of growth, from early to quoted, and across all industries.The successful candidate will be directly responsible for managing a defined set of investments, taking board seat positions on behalf of...

Salary & BenefitsThe successful candidate can expect a competitive salary of up to £35,000 per annum, plus benefits such as hybrid working, a 4-day week after probation, coaching, mentoring plans, 25 days holiday, and their birthday off.Job ResponsibilitiesManaging client accounts from cradle to grave, handling various calls and clients on a daily...

Job Description:We are seeking a highly motivated and experienced Pensions Portfolio Manager to join our team in Bristol. As a Pensions Portfolio Manager, you will be responsible for managing your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis.Key Responsibilities:Manage your own clients and schemesLiaise with...

Job Description:Hargreaves Lansdown Asset Management Limited is seeking a Senior Portfolio Manager to join their team. This exciting role involves driving the company's Strategic Change Portfolio at pace, utilising insight to inform quality delivery across the business.The ideal candidate will have strong leadership skills, with experience in transforming...

About our clientWe're working with one of the UK's leading SME investors, seeking to expand its portfolio team. As a key member, you'll collaborate closely with dynamic growth businesses and entrepreneurs, supporting them throughout their time in the portfolio.Key responsibilities:Board seat representation for various portfolio companiesLiaise regularly with...

About the RoleThis Investment Director position involves developing and managing a portfolio of private client relationships across the South West region. You will be responsible for identifying and pursuing new business opportunities, leveraging your extensive network of professional contacts, and delivering exceptional results for our clients.Key...

Mint Selection is a forward-thinking company that is committed to investing in the clean energy sector. We are currently seeking a talented Clean Energy Portfolio Manager to join our team, who will be responsible for managing our portfolio of solar and BESS projects.The successful candidate will have a strong background in project management and a deep...

Job DescriptionA well-established financial advisory firm in the UK is seeking a skilled Paraplanner to join their team. As a key member of the team, you will conduct comprehensive financial research, support Financial Planners in client meetings, and manage client portfolios to ensure optimal performance.The ideal candidate will have a strong background in...