Portfolio Manager (Cazenove Bristol)

Schroders UK; West of England; Vor Ort; GBP 90.000 - 120.000; Vollzeit

Zusammenfassung

Schroders UK, Bristol-based, seeks a Portfolio Manager to lead discretionary portfolios for intermediary relationships (IFAs). You will take ownership of client mandates, ensure robust investment oversight, and support regional business development.

The role requires significant experience in portfolio management with a focus on DFM/IFA servicing, strong communication, and travel across the South West and Wales. Bristol-based with regular office presence requested.

Qualifikationen

• Experience in portfolio management/investment management with exposure to DFM and IFA servicing.
• Strong understanding of service model when operating via intermediaries (pace, responsiveness, relationship management, suitability).
• Confident communicator with resilience and professionalism; capable in meetings with clients and IFAs.
• Strong organisational skills and attention to detail; ability to manage competing priorities in a client-facing role.

Aufgaben

• Take day-to-day responsibility for discretionary portfolios linked to intermediary relationships, with senior oversight during transition.
• Build and maintain strong relationships with IFAs through responsiveness and professionalism.
• Attend meetings with IFAs and end-clients, explaining portfolio strategy, positioning, performance and risks.
• Implement portfolio actions (rebalancing, transitions, cash management) in line with objectives and governance.
• Work with internal teams to ensure efficient implementation and strong control standards.
• Support governance and reporting, including portfolio commentary for internal forums.
• Partner with business development to convert introductions into funded mandates and support retention.
• Identify and remediate portfolio, operational or relationship risks with timely documentation.

Kenntnisse

Portfolio management

Intermediary servicing

Relationship management

Communication

Organisation

Ausbildung

CISI Level 7 (or equivalent)

5+ years investment experience

Tools

Excel

PowerPoint

Jobbeschreibung

AtCazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, our parent company

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

The base (Bristol)

This is a Bristol-based Portfolio Manager role. You will be expected to be in the Bristol office regularly, particularly during the onboarding period. The role also involves travel across the South West and Wales to support intermediary and client relationships, therefore being able to drive is strongly preferred.

The team

You will join a regional investment team responsible for discretionary portfolio management and supporting intermediary-led relationships. The team works closely with colleagues across investments, operations, risk and compliance, as well as business development, to deliver strong client outcomes and a high standard of service.

What you’ll do

This is a Portfolio Manager role with a strong DFM / IFA (intermediary) focus.

You will take increasing day-to-day ownership of a set of existing intermediary relationships and associated discretionary portfolios, providing excellent service and robust investment oversight. Over time, you will help grow the intermediary book in partnership with business development colleagues, while operating within agreed governance and risk frameworks.

The DFM / IFA model (how the role operates)

• Intermediary partners (IFAs) introduce clients and remain the primary relationship owner with the end-client.


• We act as the discretionary investment manager, responsible for portfolio construction, implementation, and ongoing management within agreed objectives and suitability.


• Business development colleagues will support “door opening” and introductions; the Portfolio Manager plays a key role in winning confidence, articulating the investment approach, and then running and retaining mandates through high-quality ongoing service.

Key responsibilities

• Take day-to-day responsibility for discretionary portfolios linked to intermediary (IFA) relationships, with appropriate senior oversight during transition.


• Build and maintain strong relationships with IFAs through responsiveness, professionalism, and confidence in external meetings.


• Attend meetings with IFAs and end-clients, clearly explaining portfolio strategy, positioning, performance, and key risks.


• Implement portfolio actions (rebalancing, transitions, cash management and mandate changes) in line with client objectives, suitability, mandate guidelines, and internal governance.


• Maintain strong market awareness and demonstrate an interest in investment decision-making, including (where relevant) portfolios with exposure to direct securities as well as funds.


• Work closely with internal stakeholders (research, trading, operations, risk and compliance) to ensure efficient implementation and strong control standards.


• Support investment governance and reporting, including portfolio commentary and materials for internal forums as required.


• Partner with business development colleagues to support new opportunities: help convert introductions into funded mandates and support retention through excellent service and communication.


• Identify and elevate portfolio, operational, or relationship risks; ensure timely remediation and accurate documentation.


• Adhere to all relevant policies, procedures, and regulatory requirements.

The knowledge, experience and qualifications you need

• Experience in portfolio management / investment management, with meaningful exposure to DFM and IFA servicing.


• Strong understanding of the service model and expectations when operating via intermediaries (pace, responsiveness, relationship management, suitability).


• Confident communicator with resilience and professionalism; able to represent the business credibly in meetings where you are often the service provider in the room.


• Strong organisational skills and attention to detail; able to manage competing priorities in a client-facing role.


• Professional investment qualification at CISI Level 7 (or equivalent). Exceptional candidates with Level 6 may be considered depending on experience and technical depth.


• Typically 5+ years’ relevant experience, with evidence of readiness to step up and take ownership.


• Bristol-based (commutable) and willing to travel regionally; driving capability is strongly preferred.

The knowledge, experience and qualifications that will help

• Experience supporting or leading business development activity with intermediaries (networking, proposition discussions, conversion support).


• Experience managing portfolios that include a blend of funds and direct securities.


• Ability to produce client-ready materials (presentations, market updates, portfolio commentary).


• Strong working knowledge of Excel and PowerPoint; comfortable using investment data and research platforms.

We recognise potential, whoever you are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

About Us

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Job Info

• Job Schedule Full time


• Locations 10 Victoria Street, Bristol, BS1 6BN, GB