Portfolio Management Associate

1 day ago


Retford, Nottinghamshire, United Kingdom pib Group Full time
Job Responsibilities

As a Portfolio Management Associate at Pib Group, you will be responsible for monitoring and facilitating the group's investment of IBA related balances in money market funds, maximizing returns by expanding current investment levels and assisting with additional investments where appropriate.

You will work closely with senior management and our treasury to maximize returns by increasing the entities we are investing in and increasing the percentage invested. Your key responsibilities will include:

  • Monitoring and facilitating money for existing investments ensuring the group is operating within the group policy.
  • Working with senior management and our treasury to maximize returns.
  • Modelling and forecasting predicted cash flows.
  • Supporting our lead IBA MI team with monthly and ad hoc requests.
  • Monitor quality standards within the team taking appropriate action to ensure expected standards are met.

You will also be responsible for completing RMARs to provide supporting documents for FCA returns, supporting the completion of process and procedure mapping and documentation, tracking and reconciling third-party insurers, and overseeing and reconciling the claims bank reconciliation.

To succeed in this role, you will need:

  • A strong analytical and problem-solving skills.
  • Excellent attention to detail and accuracy.
  • Proficient in using MS Office including Excel & Word.
  • Effective communication and interpersonal skills.
  • Ability to work independently and prioritize tasks.

The estimated salary for this role is £52,000 - £65,000 per annum, depending on experience.

About Us

Pib Group is a leading provider of financial services, dedicated to delivering high-quality solutions to our clients. We are committed to excellence and innovation, and we are looking for talented individuals who share our vision.


  • Portfolio Manager

    3 weeks ago


    Retford, Nottinghamshire, United Kingdom PIB Group Full time

    Job DescriptionWe are looking for a highly skilled Portfolio Manager to join our team at PIB Group.About the RoleThis is an exciting opportunity to oversee our portfolio of propositions, driving growth and innovation in our business.Main ResponsibilitiesManage existing portfolio to ensure it remains market-leadingDevelop new products and improve existing...


  • Retford, Nottinghamshire, United Kingdom PIB Group Full time

    Portfolio Management LeadThis challenging opportunity is available for a skilled Portfolio Management Lead to join the PIB Group. The successful candidate will have experience in managing existing portfolios, developing close relationships with insurer partners, and creating new products.


  • Retford, Nottinghamshire, United Kingdom PIB Group Full time

    Product Manager Opportunity at PIB GroupWe are looking for a skilled Product Manager to join our team. As a Product Manager, you will be responsible for managing a portfolio of products, developing relationships with insurer partners, and staying up-to-date with market developments.The ideal candidate will have experience in broking, insurer management, and...


  • Retford, Nottinghamshire, United Kingdom PIB Group Full time

    Career Opportunity:About PIB GroupPIB Group is a leading provider of cash management solutions. We are seeking an experienced Cash Management Associate to join our team.The successful candidate will have a strong background in finance and a proven track record of delivering high-quality results.We offer a competitive salary package, including £48,000 -...


  • Retford, Nottinghamshire, United Kingdom CAAV - Central Association of Agricultural Valuers Full time

    Fisher German is a UK-wide firm operating across 12-property market sectors. We advise and manage client portfolios with national visibility.About the Role:Ambitious and forward thinking individual required to promote and embed Environmental, Social and Corporate Governance in all workDelivering first-rate service to boost the Fisher German brand and...


  • Retford, Nottinghamshire, United Kingdom MedMatch Full time

    Experience Thriving in a Stable NHS SettingMedMatch seeks an experienced Associate Dentist to join their thriving practice in a picturesque market town.About the Position:Earn a competitive salary of £62,000 - £67,400 per annum (approximately £13 - £14 per UDA)Leverage advanced diagnostics, including our Itero ScannerManage a stable NHS patient...


  • Retford, Nottinghamshire, United Kingdom Blusource Professional Services Ltd Full time

    Blusource Professional Services Ltd is seeking a Senior Audit Manager to join their team. This role offers a competitive salary of £70,000 - £120,000 per annum, plus a range of benefits, including hybrid working, a strong holiday allowance, and a generous pension scheme.The ideal candidate will have a proven track record in audit and accounting services,...


  • Retford, Nottinghamshire, United Kingdom PIB Group Full time

    Unlock Your Potential as a Product ManagerPIB Group is seeking an experienced Product Manager to join our team. This exciting opportunity will allow you to develop and manage a portfolio of propositions, ensuring they remain market leading and profitable for our clients.The ideal candidate will have a proven track record in broking, insurer management, and...


  • Retford, Nottinghamshire, United Kingdom CV Library Full time

    As a highly skilled Housing Infrastructure Manager, you will be responsible for overseeing the day-to-day operations of multiple social housing refurbishments across Yorkshire. This exciting opportunity requires strong leadership skills and exceptional communication abilities to effectively manage a diverse team.The ideal candidate must have direct...


  • Retford, Nottinghamshire, United Kingdom pib Group Full time

    About the RoleWe are looking for a talented Investment and Management Specialist to join our team in the UK. In this role, you will be responsible for managing investments and providing management information to stakeholders.Key ResponsibilitiesManage investments to achieve maximum returns.Work with senior management and treasury to optimise investment...


  • Retford, Nottinghamshire, United Kingdom Medmatch Full time

    The role of a Dental Hygienist and Therapist at Medmatch offers an exciting chance to make a real difference in the lives of individuals within the HMP setting. This unique opportunity allows you to diversify your portfolio, free from the pressures often associated with primary dental care clinics.With no UDA targets or lab bills, you can focus on delivering...


  • Retford, Nottinghamshire, United Kingdom pib Group Careers Full time

    Investment and Risk Management OpportunityPIB Group Careers is looking for a highly skilled Investment and Risk Management Professional to join our team. In this role, you will be responsible for managing the group's investments in money market funds, ensuring optimal returns and compliance with regulatory requirements.About the PositionKey...


  • Retford, Nottinghamshire, United Kingdom PIB Group Full time

    Job SummaryWe are seeking a highly skilled Product Development Specialist to join our team at PIB Group.About the RoleThis is an exciting opportunity for a seasoned professional to lead our product development initiatives, driving growth and innovation in our portfolio of propositions. You will be responsible for managing existing products, creating new...


  • Retford, Nottinghamshire, United Kingdom CAAV - Central Association of Agricultural Valuers Full time

    We operate a hybrid working policy, offering flexibility and work-life balance. Our offices are based between Doncaster and Newark.About the Team:Rural Property Management team in Doncaster requires an experienced Associate Land SurveyorThe role involves predominantly retained estate management work for private and charitable clientsYou will be accountable...


  • Retford, Nottinghamshire, United Kingdom pib Group Careers Full time

    Career Opportunity: Money Market Fund ManagerWe are seeking a skilled Money Market Fund Manager to join our team at PIB Group Careers. In this role, you will be responsible for managing the group's investments in money market funds, ensuring optimal returns and compliance with regulatory requirements.About the JobMain Responsibilities:Manage the group's...


  • Retford, Nottinghamshire, United Kingdom 4Recruitment Services Full time

    At 4Recruitment Services, we are seeking an experienced Waste Management Operative to join our team on a contract basis. As a key member of our Responsive and Void Repairs / Planned Trade Team, you will be responsible for undertaking various duties, including delivering materials to site, providing labouring support to trade operatives, conducting property...

  • Financial Director

    2 days ago


    Retford, Nottinghamshire, United Kingdom Blusource Professional Services Ltd Full time

    Blusource Professional Services Ltd is seeking an experienced Financial Director to join their team. This role offers a competitive salary of £60,000 - £100,000 per annum.The ideal candidate will have a proven track record in accounting and business advisory services, with experience gained from working in a reputable firm. They will be responsible for...


  • Retford, Nottinghamshire, United Kingdom Blusource Professional Services Ltd Full time

    We are looking for an Accounting Professional to join our team at Blusource Professional Services Ltd. As a key member of our team, you will be responsible for providing accounting and business advisory services to our clients.This role offers a competitive salary of £50,000 - £80,000 per annum, plus a range of benefits, including hybrid working, a strong...


  • Retford, Nottinghamshire, United Kingdom Greencore Group Full time

    Are you looking for a challenging role that combines people management with business acumen? Greencore Group is seeking an HR Shared Services Manager to join their team.About GreencoreWe are a leading manufacturer of convenience food in the UK, employing around 13,600 colleagues across 16 manufacturing units and 17 distribution depots. Our purpose is to make...


  • Retford, Nottinghamshire, United Kingdom PIB Group Full time

    Product Development SpecialistThis exciting opportunity is available for a skilled Product Development Specialist to join the PIB Group. The successful candidate will have experience in managing existing portfolios, developing close relationships with insurer partners, and creating new products.