Portfolio Investment Specialist

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...

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...

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.

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...

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...

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...

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 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...

We are looking for a highly skilled Property Portfolio Specialist to join our Home Turf Lettings Team. The successful candidate will be responsible for managing a portfolio of properties, ensuring they are well-maintained and meet the needs of our tenants.DHI offers a competitive salary of £30,467 per annum, depending on experience. As a Property Portfolio...

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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...

Job Title: Credit Control SpecialistAbout the Role:We are seeking a highly skilled Credit Control Specialist to join our Portfolio Credit Control team. In this role, you will be responsible for handling all credit control procedures in line with company policy.Key Accountabilities:Actively chase all debt within the allotted portfolio using appropriate means...

About the RoleAs a Portfolio Specialist at Netzero People, you will play a crucial role in the management of our solar portfolio.Responsibilities:Oversee the scheduling and completion of corrective maintenance, testing, and remedial work on deployed solar PV systems.Collaborate with the Operations Manager, Senior Portfolio Managers, and Portfolio Managers to...

Job Title:Solar Portfolio Management SpecialistSalary:£60,000 - £80,000 per annumAbout the Role:We are seeking a highly skilled Solar Portfolio Management Specialist to join our team at Netzero People. The successful candidate will be responsible for coordinating and supporting the office-based management of a portfolio of Solar sites.The role involves...

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...

Get-Recruited (UK) Ltd is proud to partner with a leading business in Bristol to find a talented Client Portfolio Specialist. As a Client Portfolio Specialist, you will be responsible for handling client queries, ensuring compliance with regulatory requirements, and providing exceptional customer service. With a strong focus on delivering results-driven...

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...

Pension and Financial Services ExpertWe are seeking an accomplished Account Manager to join our dynamic team at Get Recruited (UK) Ltd. In this role, you will oversee the entire lifecycle of a portfolio of accounts, from initial contact to ongoing maintenance and growth. Your primary focus will be on delivering exceptional service to our clients, ensuring...

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...

Job DescriptionMorson Talent is currently recruiting for a Portfolio Optimization Specialist to join a leading facilities management and engineering company. As an integral part of the team, you will play a key role in shaping innovative asset management strategies and optimizing performance.This exciting opportunity offers a unique chance to drive...