Portfolio Account Manager

Job Description: A Portfolio Accounting Manager is required to work in a client-facing role within State Street's daily operations department. They will review the Net Asset Values of UK registered portfolios and Pricing, working with State Street Outsourced Service centers and Centers of excellence to ensure timely deliverables according to client service...

About SchrodersWe are a global investment manager, providing investment services to individuals, charities, and institutions. We have around 6,000 people on six continents, and we've been around for over 200 years.The RoleWe are seeking an experienced professional to join our team as a Client Services Executive. In this role, you will work closely with...

About the JobWe are looking for a skilled Portfolio Management Professional to join our team at Azets. This exciting opportunity involves owning and managing a client portfolio, overseeing team portfolios, and contributing to workflow planning.Main ResponsibilitiesOversight of a portfolio of audit clients, including the preparation of accounts and...

About the RoleWe are seeking a highly skilled Portfolio Management Professional to join our Wealth Management division, Cazenove Capital. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and investment management.Key Responsibilities:Support senior portfolio managers in managing clients' portfolios,...

Aston Charles is seeking a Client Portfolio Manager to join its Corporate Unit in Glasgow or Edinburgh. As a key member of the team, you will manage a diverse portfolio of clients and develop effective relationships with them.You will work closely with Account Executives and Directors to understand client needs and develop solutions. Excellent communication...

About Rettie and Co.We are a growing and ambitious company with a family feel. Our values of Teamwork, Determination, Dependability, and Ambition guide our actions and behaviours towards our clients and each other, daily. Based on these values, we cultivate and grow diverse, capable teams in an environment that helps you realise your career potential.Salary:...

About the RoleThe Portfolio Group is looking for an experienced Human Resources Consultant to join our dynamic consultancy. As a Regional HR Manager, you will play a pivotal role in leading meetings, negotiation sessions, and offering expert guidance on diverse employee relations matters.ResponsibilitiesProvide expert advice on employee relations...

**Job Overview**Career Legal is seeking a highly experienced Senior Legal Portfolio Manager to join our team in Leeds, Edinburgh or Manchester. As a key member of our Property Asset Management group, you will play a crucial role in leading our client's legal operations and driving business growth.**Responsibilities**Lead the legal strategy for a major...

About the RoleWe are seeking a highly motivated and organized Investment Portfolio Associate to join our Wealth Management division. As an Assistant Fund Manager, you will play a key role in managing clients' portfolios, developing relationships of trust, and maintaining exceptional client service.Key ResponsibilitiesSupport Portfolio Managers and Directors...

Cazenove Capital, a division of Schroders, is seeking an experienced Investment Portfolio Assistant Manager to join our Wealth Management team. This role offers a unique opportunity for a driven and ambitious professional to contribute to the delivery of exceptional client service and investment management.About Cazenove CapitalWe are one of the largest...

Cobalt Recruitment is working with a well-respected Managing Agent to find a highly skilled Facilities Manager. This position involves managing a portfolio of properties in Edinburgh and Dunfermline.The estimated salary for this role is £35,000 - £45,000 per annum, depending on experience.As the successful candidate, you will be responsible for managing...

Job OverviewThis is an excellent opportunity for a qualified accountant to join our team as a senior accounts position. As a senior accountant, you will be responsible for managing a portfolio of clients, preparing their yearly statutory accounts, processing vat returns, and HMRC tax returns. You will work directly with clients, conducting face-to-face and...

Schroders Recruitment seeks an experienced Investment Portfolio Specialist to join our Wealth Management division. As an Assistant Fund Manager, you will play a key role in supporting our Portfolio Managers and Directors in their daily activities.Key responsibilities include developing strong relationships with our clients, maintaining accurate records, and...

Job Title: Client Account ManagerWe are seeking an experienced Client Account Manager to join our Employee Benefits team in Edinburgh/Glasgow. This role involves managing a portfolio of clients, developing strong relationships, and providing expert guidance on employee benefits solutions.About the RoleThis is a fantastic opportunity for someone with a strong...

Job Title: Print Account Manager – EdinburghHarrison Scott Associates is currently seeking an experienced Senior Account Manager to support the delivery of a varied portfolio of clients.The ideal candidate will have excellent communication skills, with the ability to manage internal and external communications effectively. They will also be responsible for...

About the RoleThis Corporate Reporting Specialist position is available in Edinburgh, supporting the senior management team with the preparation of management accounts and bookkeeping for various clients. The ideal candidate will have extensive experience in management accounting or bookkeeping.ResponsibilitiesPreparation of management accounts for various...

Link Technical Recruitment Ltd is a leading specialist equipment supplier seeking an experienced sales professional to fill the role of account manager.The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.Responsibilities will include:Managing a...

Job Title: Community Fund Portfolio ManagerWe are seeking a highly skilled and motivated individual to join our team as a Community Fund Portfolio Manager. This is an exciting opportunity to strengthen and grow our community funds practice and impact in south and south-west Scotland.This role focuses on managing a regional team and working alongside...

Job DescriptionThis role is focused on originating and structuring PPAs for assets under management, supporting the Investment Team with due diligence reviews on offtake structures, managing relationships with key offtakers and market access providers, participating in BESS revenue model definition and execution, negotiating Route-to-Market agreements for...

beBee Professionals is seeking a Sales Account Manager to drive revenue growth and ensure customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing clients, meeting their needs and identifying opportunities for growth.Develop and execute tailored sales strategies to meet client objectives.Collaborate with internal...