Investment Portfolio Manager

Coyne & Associates now seeks a skilled Investment Portfolio Manager to provide tactical and operational support to drive value creation and market-leading performance, guiding investee management teams to success. As part of a dynamic, high-performing investment team, you will lead proactive oversight of an investee portfolio that includes both high-growth...

Required Skills and QualificationsTo succeed in this role, you'll need a CISI level 4 qualification or above (with an aspiration for Level 7) and up-to-date knowledge of investments and client portfolio management.Key Qualities:Experience and knowledge of investments and portfolio management.Strong analytical and problem-solving skills.Excellent...

Estimated Salary: £40,000 - £60,000 per annumAs a Portfolio Analyst, you will play a key role in helping our customers achieve their financial goals.You will be responsible for analysing investment portfolios, identifying areas for improvement, and providing expert advice to our clients.

About UsHargreaves Lansdown Asset Management Limited is a leading asset management company dedicated to providing high-quality investment solutions to individuals and institutions. Our purpose is to make it easy for people to save and invest for a better future.Our investment team is passionate about delivering exceptional results for our clients, and we are...

About the RoleWe are seeking a skilled Investment Director to join our team in Bristol. As part of our expanding South West operation, you will focus on growing our private wealth business through new client acquisition and relationship development.Salary and BenefitsThe expected salary range for this position is between £80,000 and £120,000 per annum,...

**Job Overview**We are seeking a highly skilled Investment Director to join our team in Bristol and South West. As an Investment Director, you will be responsible for maintaining existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediaries.The successful...

Job Overview: We are seeking an experienced Portfolio Manager to join our team in Bristol. As a key member of our investment management firm, you will be responsible for managing existing client relationships and developing new business opportunities across the South West region.Key Responsibilities:Manage a portfolio of high net worth individuals and...

Key ResponsibilitiesActively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.Have regular face-to-face meetings with stakeholders as required regarding their debt...

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 Details:Hargreaves Lansdown Asset Management Limited is seeking a Senior Portfolio Manager to join their team. This exciting role involves driving the company's Strategic Change Portfolio at pace, utilising insight to inform quality delivery across the business.The successful candidate will have experience in transformational change and portfolio...

About the RoleWe are seeking a skilled Credit Controller on behalf of our client to work on a hybrid basis (2 days in office) for a 6-month FTC. The successful candidate will handle all credit control procedures, actively chase debt within the allotted portfolio, and maintain accurate client notes using Workday. Regular face-to-face meetings with...

Job OverviewWe are seeking an experienced Investment Director to join our team and contribute to the growth of our private client business in the South West region.

This is an exciting opportunity for a skilled Credit Controller to join our team at Portfolio Credit Control. We are looking for someone with a background in professional services, ideally with experience in Workday.The successful candidate will be responsible for handling all credit control procedures, actively chasing debt, and maintaining accurate...

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...

Job PositionWe are seeking a Portfolio Management Specialist to join our financial advisory firm in Bristol. As a key member of the team, you will manage client portfolios and ensure optimal performance.Main Objectives:Develop and implement personalized investment strategies.Manage and review client portfolios to ensure alignment with set...

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...

Company OverviewHargreaves Lansdown Asset Management Limited is a leading asset management company that helps people save and invest for their future. Our goal is to make it easy for individuals to achieve their financial goals.

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...

About BGF Ireland: We have built the world's most active growth capital investment platform, established to help growing SMEs across the UK.We invest at all stages of growth, from early to quoted, and across all industries.The successful candidate will be directly responsible for managing a defined set of investments, taking board seat positions on behalf of...

Associate Portfolio Manager RoleWe 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 ResponsibilitiesDelivery of asset allocation views to clients in a tailored approach.Collaboration with the...