Investment Portfolio Specialist

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...

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...

Investment OpportunityWe are a leading national investment management firm seeking a seasoned Discretionary Investment Specialist 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...

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...

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...

Job Details**Job Title:** Portfolio Optimization Specialist**Location:** Southwest – Travel to sites required**Role Type:** PermanentWe are seeking an experienced Portfolio Optimization Specialist to join a leading facilities management and engineering company. As a Portfolio Optimization Specialist, you will play a pivotal role in developing and...

About the JobWe are seeking a highly skilled Commercial Portfolio Specialist to join our team at Workman LLP. As a Senior Property Management Surveyor, you will be responsible for managing a diverse property portfolio, including commercial, industrial, and retail properties.Your primary objective will be to deliver exceptional results by working closely with...

A Portfolio Claims Specialist is needed to support one of Finitas' long-term clients in Bristol.Responsibilities include managing an allocated portfolio of Financial Lines claims and collaborating with stakeholders.The ideal candidate will possess a minimum of two years of experience in claims handling, strong stakeholder management skills, and a commitment...

Job Title: Insurance Portfolio SpecialistA leading independent insurance broker based in the Bristol area is looking to expand its commercial team. The company offers a wide range of products and prides itself on high customer service standards. This is an excellent opportunity to join a well-established, Bristol-based insurance broker within their...

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 Role:**We are looking for a Trust Portfolio Specialist to join our dynamic team in Bristol or Exeter. The successful candidate will have experience in managing a portfolio of trusts and providing an efficient trust administration service.The role will involve liaising with accountants and coordinating the preparation of annual trust accounts and...

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...

A leading independent brokerage in the UK is seeking a skilled Insurance Portfolio Specialist to join their Commercial team. Located in Bristol, this role offers a wide range of opportunities for growth and development.Key Responsibilities:The ideal candidate will have previous experience in commercial insurance and possess strong communication skills. The...

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 OverviewWe are seeking a highly skilled Credit Control Specialist to join our team at Portfolio Credit Control. As a key member of our team, you will be responsible for handling all credit control procedures in line with company policy.The ideal candidate will have professional services experience, preferably with Workday experience. Excel skills to a...

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...

The Portfolio Group is recruiting a Tribunal Case Specialist to join their field-based team. As a seasoned Advocate with expertise in employment law, you will be responsible for managing cases across the UK and working closely with the company's legal team.Requirements:Hold a full valid driving licence and be able to work autonomously and independently.Have...

Coyne & Associates A leading mid-market private equity house seeks a Portfolio Director to join its South West team. The successful candidate will play a pivotal role in driving value creation and market-leading performance across the fund's portfolio, guiding investee management teams towards success. Key responsibilities include monitoring growth metrics...

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 Role:As a key member of our team, you will be responsible for analysing and driving insight into our Strategic Change Portfolio to inform high-quality decisions at local and senior levels.You will act as an SME for best practice across our IMPO and delivery community, ensuring we continuously improve our delivery frameworks, controls, and...