Portfolio Manager

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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 firms 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 firms 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. xwwtmva 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 r
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