Portfolio Manager

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 include • Play 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 views, and investment research. • Proactively contribute ideas and feedback to enhance portfolio positioning and implementation approaches. • Show leadership and initiative in portfolio management projects and broader cross-business initiatives. • Contribute to the evolution of tools, processes, and governance frameworks supporting bespoke portfolios. • Identify opportunities to improve implementation efficiency, risk management, and client outcomes. The Person: Our client is seeking a proactive and commercially minded investment professional with strong attention to detail and the ability to manage multiple priorities. You will bring a collaborative approach, sound judgement, and the confidence to contribute to portfolio management projects and wider business initiatives. • Experience in portfolio management, discretionary investment management, or a similar role. • Strong understanding of investment markets, asset allocation, and portfolio risk. • Ability to review, monitor, and maintain portfolios with accuracy and consistency. • Good organisational skills with the ability to manage cyclical processes and deadlines. • Confident communicator with the ability to contribute ideas and work across teams. The Hours: Monday to Friday: (35 hours per week) 9am – 5pm The Benefits: • 35-hour working week. • 10% non-contributory pension, with any voluntary salary sacrifice enhanced by 10%. • Discretionary bonus opportunity, dependent upon business and personal performance. • Salary supplement in lieu of protection benefits, calculated at 2% of gross base salary and paid monthly. • Bupa Health Care from the start of employment, with the option to add partners and children. • My Rewards membership with discounts on major high street retailers. • 28 days holiday + Bank Holidays • Two days’ paid leave per annum to participate in Corporate Social Responsibility activities, subject to line manager approval.