Investment Portfolio Lead

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...

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 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...

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...

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...

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,...

Loc8me is seeking a skilled Portfolio Performance Lead to join our team. As a key member of our management team, you will be responsible for driving business growth through effective performance management and ensuring that we maintain the highest standards of customer service.The successful candidate will have a proven track record of delivering results in...

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.

Job Description: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 ideal candidate will have strong leadership skills, with experience in transforming...

**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 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.

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...

About the RoleWe are seeking a VAT Portfolio Lead to join our team. As a VAT Portfolio Lead, you will be responsible for managing a portfolio of clients, identifying new business opportunities, and leading large projects.The ideal candidate will have previous experience in managing a large portfolio, seeking out and winning new work, and mentoring junior...

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...

Company Overview:BGF has established a growth capital investment platform to support UK SMEs. With 16 offices and 180 staff, we invest in various industries, from early-stage to quoted companies.We are seeking an experienced Portfolio Manager to oversee defined investments, take board seats, and drive performance.Key Responsibilities:Develop market insights...

BGF Ireland is a leading growth capital investment platform that invests in growing SMEs across the UK. We are currently seeking a highly skilled Director of Growth Investments to join our team in Bristol.The ideal candidate will have a strong background in investment management, with experience of taking board seats in portfolio companies. They will also...

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...

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 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...