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Contract

Portfolio Manager

Alexander Mae (Bristol) Ltd
Bristol
money-bag £55000 Annual
Posted: 16 June 2026 (Today)
Closing date: 16 July 2026
Ref: 3122817733

The CompanyAs superb well-established organisation within the financial services industry who genuinely look after their staff. The Job:On behalf of our client, we are seeking a Portfolio Manager on a 12 month fixed term contract. The role plays a key part in the delivery, oversight, and ongoing alignment of discretionary portfolios. You will help ensure consistent, high-quality outcomes at scale by efficiently implementing and maintaining portfolios in line with the firm''s investment strategy and house views.Responsibilities will includePlay a key role in the implementation and ongoing management of discretionary portfolios across the client base, ensuring consistency of outcomes at scale.Conduct regular client portfolio reviews, ensuring alignment with mandates, risk profiles, and the firm''s latest investment views.Deliver timely and high-quality portfolio reviews, either as part of agreed workflows or in response to specific client or Investment Solutions requirements.Actively monitor portfolio risks, deviations, and outcomes, taking appropriate action where required.Take ownership of key cyclical processes, including annual Capital Gains Tax management activity and ISA subscriptions.Ensure these activities are executed accurately, efficiently, and in line with client objectives and regulatory requirements.Continuously seek improvements in process efficiency, scalability, and client outcomes.Maintain a strong understanding of current market conditions, asset allocation ..... full job details .....

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