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Temporary

Portfolio Manager (12 Month FTC)

Bristol
money-bag 55000.00-55000.00 Annual
3121138418
Posted 4 days ago

Our client, a well-established wealth management and investment firm, are seeking an experienced Portfolio Manager to join their Portfolio Management team.This is an excellent opportunity for an investment professional who enjoys combining portfolio management expertise with operational excellence and process improvement. The successful candidate will play a pivotal role in ensuring portfolios are implemented, maintained and monitored effectively, delivering consistent client outcomes while supporting the ongoing evolution of investment processes and controls.About the RoleAs a Portfolio Manager, you will be responsible for the implementation, oversight and ongoing alignment of discretionary portfolios across a broad client base. Working within a collaborative and high-performing investment team, you will help ensure portfolios remain aligned with client objectives, risk profiles and evolving investment views. You will undertake regular portfolio reviews, monitor portfolio risks and performance, and support the efficient execution of key cyclical activities such as tax management and investment account subscriptions. The role requires a strong focus on governance, accuracy and regulatory compliance, alongside a commitment to continuous improvement and delivering excellent client outcomes.Managing and overseeing discretionary portfolios to ensure alignment with client mandates and investment strategy.Conducting regular portfolio reviews and implementing portfolio changes where

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