Portfolio Management Specialist

**Job Overview:** We have an exciting opportunity for a talented Portfolio Management Specialist to join our team. As a specialist, you will work closely with the Head of Investment Solutions and the investment team to develop and implement effective portfolio management strategies.

About the RoleWe are seeking an experienced Financial Portfolio Specialist to join our team at AJ Bell. As a key member of our investment management team, you will be responsible for the maintenance of our discretionary managed portfolios.

The Portfolio Group is an award-winning specialist recruitment agency with a strong track record recruiting at all levels of the market. We are seeking a motivated Recruitment Partner to join our team.Job DescriptionYou will be responsible for:Acting as a focal point of Portfolio Group, building on existing partnerships and relationships with...

Are you looking for a challenging role in a dynamic environment? We are recruiting a Portfolio Management Specialist to join our operations department. The successful candidate will be responsible for maintaining the integrity of our systems and customer-facing data.In this role, you will investigate trading queries from customers and other business areas,...

About Portfolio VerlagWe're an innovative insurance company, driven by data and a passion for delivering exceptional customer experiences. Our unique approach to distribution, finance, technology, and legal services sets us apart from the competition.Estimated Salary:£60,000 - £75,000 per annum, based on location and experience.Job Overview:About the...

Job Overview: Portfolio Management SpecialistWe are seeking an experienced Portfolio Management Specialist to join our team in Manchester. As a Portfolio Management Specialist, you will be responsible for managing the entire product portfolio, including product planning, launch, optimisation, and discontinuation decisions.Your Key Responsibilities:Developing...

Job DescriptionJob Title: Insurance Portfolio SpecialistLocation: Remote (flexible)Estimated Salary: £50,000 - £70,000 per annumThis role involves working with clients to assess and recommend effective insurance coverage. Responsibilities include managing renewal processes, maintaining records in Acturis, and addressing client queries promptly.The ideal...

We are currently recruiting for a Senior Portfolio Delivery Specialist to join our team at AJ Bell Management Limited.The ideal candidate will have a strong background in project management, with experience of managing complex IT projects and working with third party suppliers. You will also have excellent planning and organisational skills, as well as...

At AJ Bell Management Limited, we are seeking a skilled Investment Portfolio Specialist to join our Dealing Services Teams. This role involves supporting customers by phone, email, and secure message in executing deals over the phone.This position requires excellent customer service skills, with a polite and professional telephone manner.The ideal candidate...

Role OverviewWe are seeking an experienced Portfolio Management Specialist to join our Wealth Management division at Schroders. As a key member of the team, you will be responsible for providing exceptional client service and investment management support.

We are seeking a skilled Portfolio Value Analyst to join our team at Portfolio Verlag. In this role, you will analyze complex data to identify opportunities for business growth and improvement, and develop strategic plans to address these areas.ResponsibilitiesAnalyze large datasets to identify trends and patternsDevelop strategic plans to address business...

At AJ Bell Management Limited, we are seeking a skilled Portfolio Manager to join our investments team. With a strong focus on delivering exceptional investment solutions, this role will play a crucial part in supporting the Head of Investment Solutions and the investment team.About the RoleThis is an exciting opportunity for a talented individual to take on...

About This OpportunityPortfolio Payroll is looking for a skilled Pensions Administrator to work with one of our clients in Bury on a temporary basis, with potential for a permanent position.This office-based role comes with a competitive hourly rate of £14, negotiable based on experience.Responsibilities and QualificationsProcess pensions in accordance with...

Job Title: Investment Portfolio ManagerWe are seeking a highly skilled Investment Portfolio Manager to join our team at AJ Bell Management Limited. This role will involve the maintenance of our discretionary managed portfolios, ensuring they meet the highest standards of quality and performance.About Us:AJ Bell is a leading investment platform business in...

We are seeking a highly skilled Senior Portfolio Manager to lead the design, implementation, and maintenance of 'standard' portfolios within our investments team. These portfolios incorporate all standard MPS solutions (Active, Passive, Pactive & Responsible) across all platforms, as well as those managed via the AJ Bell ICVC.This role requires close...

Job OverviewAustin Fraser is seeking an experienced Portfolio Management Specialist to join its Strategic Change team. The successful candidate will be responsible for analyzing and optimizing the company's portfolio to maximize business value.The ideal candidate will have strong experience in portfolio analysis, data analysis, and producing MI and BI...

We are seeking a skilled Investment Portfolio Manager to join our team at AJ Bell Management Limited.The successful candidate will be responsible for maintaining and implementing investment strategies across various portfolios, ensuring alignment with our company's goals and regulatory requirements.This role involves working closely with our Research...

We are seeking an IT Portfolio Management Professional to join our team at AJ Bell. With an estimated annual salary of £70,000 - £90,000, you will be responsible for managing the delivery of a portfolio of technology-led projects and initiatives.Job DescriptionThis role involves:Managing the delivery of projects oneself and monitoring the progress of...

Job Title: Director of Asset InvestmentWe are seeking a highly experienced and skilled Director of Asset Investment to join our team. This is an excellent opportunity for someone who wants to take ownership and responsibility for the design, manufacture, monitoring, and maintenance of standard portfolios within our investments team.The ideal candidate will...

We are looking for a highly skilled Risk Management Specialist to work with us at The Portfolio Group in Manchester City. This is an exciting opportunity to develop your career in a dynamic and fast-paced environment.About the Job:Work closely with the Compliance Team to ensure effective risk management strategies are in place.Conduct thorough investigations...