Investment Portfolio Manager

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 a skilled Portfolio Manager to support the Head of Investment Solutions in the design, maintenance, and monitoring of AJ Bell managed portfolios.Key Responsibilities:Support the Head of Investment Solutions in the maintenance of AJ Bell core discretionary managed portfolios.Engage with other areas of the business to support the growth of AJ...

DC Investment Consultant & Associate Consultant OpportunityCompetitive salary and benefits package available.A leading UK pensions and investment consultancy is seeking an experienced Investment Consultant and Associate Consultant to join their team. As a key member of the team, you will work closely with experienced colleagues to develop and implement...

Key ResponsibilitiesPortfolio MaintenanceSupport the Head of Investment Solutions in the maintenance of AJ Bell core discretionary managed portfolios.Monitor and maintain investment policy statements, asset allocation frameworks, and other relevant documentation.Strategic Asset AllocationContribute to tactical asset allocation decisions and help implement...

We are seeking a highly skilled Junior Investment Analyst to support our AJ Bell Investments Team in the design, manufacture, monitoring, and maintenance of AJBAM Partnership Portfolios.The key responsibilities of the role include:Supporting the Fund Manager in the maintenance of AJ Bell partnership managed portfolios across various areas, including product...

Job Title: Portfolio Director - Investment LeadershipLocation: North West RegionReports to: Portfolio Team DirectorSalary: £110,000 - £120,000Key Contacts:Investment and portfolio team members at all levels.Stakeholder relationships with investee companies.Forge Talent is partnering with a reputable PE house to recruit a Portfolio Director. The role...

Job SummaryWe are seeking a Portfolio Management Analyst to support the management of diverse investment portfolios. The successful candidate will work closely with the Portfolio Management team, leveraging cross-functional expertise to deliver exceptional results.Main ResponsibilitiesPortfolio Monitoring: Contribute to all aspects of portfolio management,...

As a Portfolio Manager at Succession Partners, you will be responsible for creating value across our portfolio of investments. This will involve proactive portfolio management, ranging from high potential recent business start-ups to more established SMEs. You will prioritize hands-on support to portfolio companies requiring direct input and guidance on...

We are seeking a highly skilled Strategic Portfolio Manager to join our team in Manchester, UK.As a key member of our Asset Management team, you will be responsible for managing and advising on both existing and new client investment portfolios.This is an exciting opportunity to work with a well-established national Asset Management firm that has a strong...

Job DescriptionMERJE is seeking an experienced Portfolio Manager to join 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:...

Job DescriptionWe are seeking a skilled Portfolio Insights Manager to join our Operational Excellence team in either our Salford Quays, Manchester or Haywards Heath, West Sussex office.In this role, you will work closely with the senior leadership team to focus on the provision of reporting, insight, and analysis on value being delivered across the change...

Portfolio Director RoleForge Talent is partnering with a reputable PE house to recruit a Portfolio Director. Reporting directly to the Portfolio Team Director, the candidate will work closely with the Investment Committees to create value, provide strategic support, and minimize losses.The successful candidate will offer hands-on guidance, challenge...

We are seeking an experienced Chief Investment Strategist to join our team in Manchester. The salary for this role is estimated to be around £60,000 - £80,000 per annum, depending on experience.The successful candidate will oversee the end-to-end portfolio investment process, including modelling, structuring, and closing of transactions. This involves...

At IDEX Consulting, we are seeking a skilled Portfolio Manager to join our investment team in Manchester. As a key member of our team, you will be responsible for acting as a point of contact for clients, communicating effectively, and assisting with long-term relationships.Key Responsibilities:Act as a point of contact for clientsCommunicate professionally...

Role OverviewWe are seeking a highly analytical Portfolio Acquisition Specialist to assess investment opportunities across multiple geographies and assets.This varied and challenging role involves assessing around 150 investment opportunities per year, with the pricing team responsible for running transactions post origination, including valuation, due...

We are seeking a highly experienced Senior Portfolio Manager to lead our investment solutions team. The successful candidate will be responsible for designing, manufacturing, monitoring, and maintaining our standard portfolios, which incorporate all standard MPS solutions across all platforms, as well as portfolios managed via the AJ Bell ICVC.Working...

Overview:\JCW is an international financial services company operating in a fast-paced environment. We are seeking an experienced Quantitative Portfolio Manager to join our team in London, UK.\The Quantitative Portfolio Manager will play a key role in providing investment counseling and support to our clients. Your primary responsibility will be to assist in...

We are seeking an experienced Senior Portfolio Manager to lead the design, implementation, and maintenance of our investment portfolios. The successful candidate will work closely with our investment research team to develop strategic asset allocation frameworks and implement portfolio strategies.The key responsibilities of this role include:Developing and...

Senior Investment ManagerAspire Data Recruitment is seeking a highly skilled Senior Investment Manager to join our team. The successful candidate will be responsible for the end-to-end portfolio investment process, including modelling, structuring, and closing transactions.Key Responsibilities:Manage portfolio acquisitions, working closely with senior and...

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...