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The Job:
On behalf of our client, we are seeking a Junior Portfolio Manager to join the Portfolio Management team on a permanent basis. In this role you will support the delivery of proactive investment management on a discretionary basis, reporting to the Senior Portfolio Manager within the Portfolio Management department.
You will be involved in onboarding new portfolios, daily dealing, cash sweeps, and maintaining model portfolios. This is a hands-on position that requires strong organisation, good communication, and a methodical approach to operational work.
Responsibilities within this role will include:
Responsible for the initial onboarding of all new portfolios.
Responsible for the final onboarding of new modelled portfolios, including system configuration.
Create and submit bulk transactions for non-modelled portfolios.
Undertake daily dealing across all modelled portfolios for new investments and cash management.
Organise and execute periodic re-balancing of modelled portfolios and bulk fund changes.
Build, update and maintain model portfolios on third-party platforms.
Serve as first point of contact for platform qu...
Junior Portfolio Manager • Bristol, Avon, UK
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