About This Role
This role is a 12-month fixed-term contract playing 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
- 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
Requirements
- Proactive and commercially minded investment professional with strong attention to detail and the ability to manage multiple priorities
- 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
Benefits
- 10% non-contributory pension, with any voluntary salary sacrifice enhanced by 10%
- Discretionary bonus opportunity, dependent upon business and personal performance
