Portfolio Development Manager

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 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...

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...

About the RoleAlexander Mae (Bristol) Ltd is expanding its presence in central Bristol and requires an experienced Portfolio Manager to join our team. The successful candidate will oversee the performance of our portfolio, develop strategies to improve yields, and manage relationships with key stakeholders.This is an exciting opportunity for a results-driven...

Levitate Recruitment, a leading accountancy and insolvency recruitment specialist, is seeking an experienced Portfolio Manager to join their team. With a strong track record in managing client portfolios, this individual will play a crucial role in driving business growth and success.The successful candidate will have a minimum of 3 years of experience as a...

As a key member of Levitate Recruitment's team, the Client Portfolio Development Specialist will be responsible for managing a varied portfolio of clients across multiple industries. This involves developing and executing strategies to drive business growth, identifying new opportunities, and building strong relationships with existing clients.To succeed in...

Job DescriptionWe are looking for an experienced Portfolio Analyst to join our team. The successful candidate will have a strong analytical background and excellent communication skills.Key responsibilities will include:Developing and maintaining portfolios of investmentsAnalyzing market trends and making recommendations to clientsProviding regular portfolio...

We are seeking a visionary leader to revolutionize our IT Service Management portfolio. As IT Portfolio Manager, you will oversee the Service Desk, End-User Support, IT Assets & Logistics, and Service Transition functions.The ideal candidate will have a passion for strategic leadership and innovation, with experience in IT service management.Located in...

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...

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 SummaryImperial Brands is seeking a skilled Portfolio Management System Manager to join our team. As the primary point of contact for our project teams and portfolio owners, you will provide technical support, maintain data integrity, and drive system improvements.Main Job Responsibilities:Manage the Planview Portfolios platform, ensuring data integrity...

About the OpportunityWe are offering a fantastic opportunity for a skilled Portfolio Manager to join our team at Workman LLP. As a key member of our property management team, you will be responsible for managing the daily operation of a diverse property portfolio.This is a challenging and rewarding role that requires excellent communication and analytical...

Role OverviewLevitate Recruitment is currently seeking a highly skilled Client Portfolio Manager to join a National Accountancy Practice. The ideal candidate will have a minimum of 3 years of experience as a manager and be able to manage a varied portfolio of clients across different industries.Key ResponsibilitiesManage client relationships, including...

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...

Finitas is seeking a skilled Insurance Portfolio Manager to join their Bristol team.This role involves handling an allocated portfolio of Financial Lines claims, working closely with other business units and clients.Key responsibilities include:Managing a portfolio of complex insurance claimsCollaborating with stakeholders to resolve claims...

At Netzero People, we are seeking a highly skilled Portfolio Manager Coordinator to join our team in the UK (London) and India (Ahmedabad).We have a presence in Europe, North/South America, Africa, and Australasia, and from these hubs, we service multiple regions.Job Description:The ideal candidate will have excellent technical and analytical skills, with a...

Flexicruit is seeking a Financial Portfolio Manager to join our team. As a key member of our accounting department, you will be responsible for managing all facets of bookkeeping for our client portfolio.Responsibilities include reconciling bank transactions, supervising an outsourced team, handling purchase and sales ledgers, and processing staff expenses....

Job DescriptionWe are seeking a Client Portfolio Manager to join Clark Wood Limited in Bristol. This role offers the successful candidate a chance to progress into a senior position within the firm.The ideal candidate will be ACA / ACCA Qualified and have relevant experience working in a Business Services or Accounts focused role in practice.Prior experience...

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 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...