Associate Portfolio Management
4 days ago
Job Description We're seeking a talented Associate Portfolio Manager to join our Portfolio Management team in Bristol.
As an Associate Portfolio Manager, you will be delivering the firm's asset allocation views to our clients in a tailored approach to a large and varied group of clients.
You will be working within the Bristol Portfolio Management team to deliver an excellent level of service to the region's Investment Managers and the clients on the firm.
This is an fantastic opportunity for an aspiring Associate Portfolio Manager working towards becoming a Portfolio Manager.
As an Associate Portfolio Manager your responsibilities will include among others: The Day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation, risk budgets and portfolio construction.
To input into the Bristol Portfolio Management team's investment process and investment selection for target portfolios To work in partnership with the Investment Managers within the region to increase their positivity in the team and as a result increase the funds under management of the team.
Managing portfolio cashflow – client payments, regular withdrawals and so forth Continuous management of investments, reflecting our views on changing economic conditions Optimisation and administration of ISA allowances Qualifications To be successful in this role Professional Qualifications and Education Hold a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing Experience and knowledge of investments and the management of client portfolios.
Key Skills and Experience A positive, professional, and pragmatic approach to all duties Excellent communication skills written and verbal.
Use judgement and reasoning in order to propose solutions to problems.
Attention to detail.
Additional Information As a colleague here at Evelyn Partners you will have access to benefits that include • Competitive salary • Private medical insurance • Life assurance • Pension contribution • Hybrid working model (role dependent) • Generous holiday package • Option to purchase additional holiday • Shared parental leave • Fully funded training towards professional qualifications • Cycle to work scheme • Season ticket loan • Eye care support We believe that diverse perspectives and experiences are the cornerstone of our success.
At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported.
Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives.
We're dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process.
Please don't hesitate to discuss your needs with your recruiter.
-
Portfolio Management Officer
2 weeks ago
Bristol, Bristol, United Kingdom Portfolio Credit Control Full timeKey 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...
-
Senior Portfolio Manager
22 hours ago
Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeHargreaves Lansdown (HL) are now recruiting for a Senior Portfolio Manager to join the team. This exciting role is at the forefront of transforming and assuring how we deliver strategic and complex change across the business. As a Senior Portfolio Manager you will be part of a small team driving responsible for driving forward at pace our Strategic Change...
-
Senior Portfolio Manager
16 hours ago
Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeHargreaves Lansdown (HL) are now recruiting for a Senior Portfolio Manager to join the team. This exciting role is at the forefront of transforming and assuring how we deliver strategic and complex change across the business.As a Senior Portfolio Manager you will be part of a small team driving responsible for driving forward at pace our Strategic Change...
-
Investment Portfolio Manager
3 weeks ago
Bristol, Bristol, United Kingdom Coyne & Associates Full timeUnlocking 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...
-
Experienced Portfolio Finance Director
4 weeks ago
Bristol, Bristol, United Kingdom Evoke Management Full timeCompany Overview:Evoke Management is a leading provider of financial services to small and medium-sized enterprises (SMEs) in the Bristol area.We are seeking an experienced Portfolio Finance Director to join our team, working on a part-time basis with a variety of clients.This is an excellent opportunity for a seasoned finance professional who is looking for...
-
Portfolio Director
3 weeks ago
Bristol, Bristol, United Kingdom Coyne & Associates Full timeCoyne & 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...
-
Client Portfolio Manager
6 days ago
Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full timeSalary & BenefitsThe successful candidate can expect a competitive salary of up to £35,000 per annum, plus benefits such as hybrid working, a 4-day week after probation, coaching, mentoring plans, 25 days holiday, and their birthday off.Job ResponsibilitiesManaging client accounts from cradle to grave, handling various calls and clients on a daily...
-
Intrusion Portfolio Manager
3 weeks ago
Bristol, Bristol, United Kingdom Johnson Controls Full timeAbout the RoleWe are looking for an entrepreneurial leader with a strong background in sales and operational management to join our team as an Associate Director. The successful candidate will be responsible for leading our European operations, driving business growth and profitability, and expanding our Intrusion portfolio.The ideal candidate will have a...
-
Portfolio Manager
3 months ago
Bristol, United Kingdom Cabinet Office Full timeJob summaryThe Directorate�The Strategy, Finance and Performance (SFP) Directorate sits within Cabinet Office Corporate Services. The main focus of SFP is to ensure that the Cabinet Office gets the best return on its investment and meets commercial, regulatory and functional standards and is fiscally responsible. Working for the SFP directorate, you will...
-
Strategic Portfolio Manager
3 weeks ago
Bristol, Bristol, United Kingdom PER, Private Equity Recruitment Full timeAbout the RoleWe are seeking an experienced Strategic Portfolio Manager to join our team at PER, Private Equity Recruitment.Job DescriptionBoard Seat Responsibility: This role involves sitting on the boards of multiple portfolio companies, working closely with CEOs and business owners as a trusted strategic advisor.Liaising with Management Teams: You will...
-
Client Portfolio Manager
7 days ago
Bristol, Bristol, United Kingdom Clark Wood Limited Full timeJob 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...
-
Property Portfolio Manager
7 days ago
Bristol, Bristol, United Kingdom Workman LLP Full timeCompany OverviewWorkman LLP is a leading property management company with a diverse portfolio of commercial, industrial, and retail properties. Our team of experts works closely with clients to enhance the value of their portfolios.
-
Payroll Manager Consultant Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Portfolio Payroll Limited Full timeAbout Portfolio Payroll LimitedPortfolio Payroll Limited is seeking a highly skilled Payroll Manager Consultant to join their team on a fixed-term contract basis.
-
Financial Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Flexicruit Full timeFlexicruit 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....
-
Academic Portfolio Manager
5 days ago
Bristol, United Kingdom BGF Ireland Full timeInvestment Permanent BGF has built the world’s most active growth capital investment platform, established to help growing SMEs across the UK. With over 180 talented staff operating from a network of 16 offices, we invest at all stages of growth, from early to quoted, and across all industries. The Portfolio Director will be directly responsible for...
-
Senior Portfolio Manager
3 weeks ago
Bristol, Bristol, United Kingdom Alexander Mae (Bristol) Ltd Full timeAbout the RoleAs a Senior Portfolio Manager with Alexander Mae (Bristol) Ltd, you will be responsible for driving the growth and success of our student lettings portfolio in central Bristol.Key Responsibilities:Develop and maintain strong relationships with landlords, tenants, and contractors to ensure seamless property management.Manage all aspects of asset...
-
Property Portfolio Manager
7 days ago
Bristol, Bristol, United Kingdom Randstad Delivery Full timeExciting Opportunity in Property ManagementWe are seeking a motivated and customer-focused individual to join our team as a Property Portfolio Manager in Bristol. As a leading employer in the Property sector, we offer structured training and a long-term career path for successful candidates.This is an excellent opportunity to build a career in Property and...
-
Property Portfolio Manager
3 weeks ago
Bristol, Bristol, United Kingdom Beach Baker Property Recruitment Full timeJob Title: Property Portfolio ManagerAbout the Role:This is an exciting opportunity to lead a property manager for a single client with a regional property portfolio near Bristol. The successful candidate will be responsible for budget setting, cost control, and service charge recovery/administration.Main Responsibilities:Budget settingCost controlService...
-
Payroll Operations Manager
4 weeks ago
Bristol, Bristol, United Kingdom Portfolio Payroll Full timeJob Description:The Payroll Operations Manager is a crucial role at Portfolio Payroll, responsible for managing complex payroll processes for our UK-based employees.Key Responsibilities:Payroll Process Management: Oversee payroll operations, ensuring accuracy and timeliness across various pay cycles and employee types.Compliance and Legislation: Stay...
-
Housekeeping Team Associate
3 weeks ago
Bristol, Bristol, United Kingdom LGH Hotels Management Full timeJob DescriptionWe are seeking a highly motivated Housekeeping Team Member to join our team at the Holiday Inn Bristol-Filton. As a key member of our housekeeping team, you will play a crucial role in ensuring that our hotel rooms and public areas are clean, comfortable, and inviting for our guests.About UsLGH Hotels Management is a leading hospitality...