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Alexander Mae (Bristol)
Portfolio ManagerAlexander Mae (Bristol) • City of London, London, UK
Portfolio Manager

Portfolio Manager

Alexander Mae (Bristol) • City of London, London, UK
13 days ago
Job type
  • Temporary
Job description

The Company

As 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 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...
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Portfolio Manager • City of London, London, UK

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