Portfolio Management Specialist

**Job Overview:** We have an exciting opportunity for a talented Portfolio Management Specialist to join our team. As a specialist, you will work closely with the Head of Investment Solutions and the investment team to develop and implement effective portfolio management strategies.

About the RoleWe are seeking an experienced Financial Portfolio Specialist to join our team at AJ Bell. As a key member of our investment management team, you will be responsible for the maintenance of our discretionary managed portfolios.

Job DescriptionJob Title: Insurance Portfolio SpecialistLocation: Remote (flexible)Estimated Salary: £50,000 - £70,000 per annumThis role involves working with clients to assess and recommend effective insurance coverage. Responsibilities include managing renewal processes, maintaining records in Acturis, and addressing client queries promptly.The ideal...

Role OverviewWe are seeking an experienced Portfolio Management Specialist to join our Wealth Management division at Schroders. As a key member of the team, you will be responsible for providing exceptional client service and investment management support.

At Stride Resource Management Ltd, we're seeking an experienced Client Portfolio Manager to join our team. As a Residential Insurance Specialist Lead, you'll play a crucial role in supporting Account Executives and delivering top-notch service to our clients.About the RoleWe estimate the salary for this position to be around £60,000 - £80,000 per annum,...

We are seeking a highly skilled Senior Portfolio Manager to lead the design, implementation, and maintenance of 'standard' portfolios within our investments team. These portfolios incorporate all standard MPS solutions (Active, Passive, Pactive & Responsible) across all platforms, as well as those managed via the AJ Bell ICVC.This role requires close...

We are looking for a highly skilled Risk Management Specialist to work with us at The Portfolio Group in Manchester City. This is an exciting opportunity to develop your career in a dynamic and fast-paced environment.About the Job:Work closely with the Compliance Team to ensure effective risk management strategies are in place.Conduct thorough investigations...

We are seeking an experienced Portfolio Manager Leader to take ownership and responsibility for the design, implementation, and maintenance of 'standard' portfolios within our investments team.The role requires reporting as directed by the Investments Director and leadership of the team's investment analysts. Key responsibilities include:Developing strategic...

Job SummaryWe are seeking a skilled Insurance Portfolio Manager to join our brokerage team. The ideal candidate will have a strong understanding of commercial insurance products and be able to adapt this knowledge to corporate risk.About the RoleThe successful candidate will be responsible for managing and expanding the company's corporate risk portfolio....

MERJE is seeking a highly skilled Portfolio Manager for a leading banking institution in Manchester. This role involves overseeing customer journeys, conducting portfolio reviews, and managing risk. The ideal candidate will have extensive experience in commercial lending and possess strong analytical and communication skills. Location: Manchester, UK -...

MERJE is seeking a highly skilled Portfolio Manager for a leading banking institution in Manchester. This role involves overseeing customer journeys, conducting portfolio reviews, and managing risk. The ideal candidate will have extensive experience in commercial lending and possess strong analytical and communication skills. Location: Manchester, UK -...

As a Portfolio Management Specialist at Invenia Group, you will play a pivotal role in shaping the company's future by overseeing numerous projects and programmes. With a strong focus on delivering results and fostering collaborative relationships, you will be instrumental in driving business growth and innovation.Your primary responsibilities will encompass...

AJ Bell Management Limited is a leading investment platform business in the UK, offering a range of award-winning solutions for financial advisers and DIY investors. As an Investments Analyst, you will be responsible for supporting the maintenance of AJ Bell discretionary managed portfolios across various areas, including product governance, strategic and...

We are seeking an exceptional Investment Operations Manager to join our team, bringing your expertise in portfolio management and operations. In this role, you will be responsible for overseeing the day-to-day activities of the Investments team, ensuring seamless execution of tasks and meeting regulatory requirements.Key Responsibilities:Portfolio...

Role OverviewWe're seeking a skilled Investments Analyst to join our team at AJ Bell Management Limited. The successful candidate will be responsible for maintaining our discretionary managed portfolios, ensuring they align with our strategic and tactical asset allocation framework.Key Responsibilities:Support the maintenance of our discretionary managed...

The Transformation Unit seeks a skilled Project Portfolio Specialist to create, support, and improve assurance processes. The role is part of the Digital, Information and Technology (DIT) directorate's Strategy and Governance function.Main duties include overseeing centralised resource and capacity management, managing delivery metrics, and providing advice...

About the Opportunity:We are seeking a Commercial Portfolio Manager to join our team at AJ Bell Management Limited. As a key member of our product governance framework, you will be responsible for managing large datasets to produce management reporting and analysis.Key Responsibilities:Manage large datasets to produce management reporting and analysisSupport...

Geographical Planning SpecialistWe are seeking a skilled Geographical Planning Specialist to join our team, responsible for coordinating consultant schedules and streamlining our scheduling processes.You will apply geographical planning principles to optimize travel routes and schedules.With your geographical awareness expertise, you will be able to identify...

Key ResponsibilitiesAs a People Management Specialist with The Portfolio Group, you will be responsible for:Providing high-quality advice to clients on HR-related matters, including absence management, grievances, disciplinaries, and more.Developing clear answers to client queries, using your expertise in HR and Employment Law.Reviewing client documentation...

We're looking for a Relationship Growth Specialist to join our team at The Portfolio Group. As a key member of our sales team, you'll be responsible for managing client portfolios and driving revenue growth through relationship-building and upselling opportunities.About the RoleYou'll work closely with our clients to understand their needs and identify...