Associate Portfolio Management

1 week ago

Bristol, United Kingdom Evelyn Partners Full time

**Company Description**
For over 180 years, **Evelyn Partners** has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

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.

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