Investment Services Professional

3 days ago


Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Associate Portfolio Manager Role

We are seeking an experienced Associate Portfolio Manager to join our Portfolio Management team in Bristol. This is an exciting opportunity to contribute to the delivery of asset allocation views to our clients.

Key Responsibilities
  • Delivery of asset allocation views to clients in a tailored approach.
  • Collaboration with the Portfolio Management team to deliver an excellent level of service.
  • Management of client portfolios to ensure compliance with regulations.
  • Input into the investment process and investment selection for target portfolios.
Requirements

To succeed in this role, you should possess:

  • A CISI Level 4 qualification or above, with aspirations to achieve Level 7.
  • Experience and knowledge of investments and client portfolio management.
Perks and Benefits

As a valued member of our team, you can expect:

  • An estimated annual salary of £55,000 - £70,000.
  • A comprehensive benefits package, including shared parental leave, a cycle to work scheme, and a season ticket loan.
About Us

Evelyn Partners Fund Solutions Limited is a renowned provider of wealth management and professional services, committed to delivering expert financial guidance to individuals and businesses across the UK.



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