Portfolio Manager London

Alexander Mae (Bristol) Ltd; Greater London; On-site; GBP 46,000 - 63,000; Full time

Benefits offered by this job

35-hour working week

10% pension (non-contributory)

Discretionary bonus opportunity

Salary supplement 2% of base salary

Bupa Health Care

My Rewards discounts

28 days holiday + bank holidays

CSR volunteering leave

Job summary

Alexander Mae (Bristol) Ltd is seeking a proactive Portfolio Manager for a 12-month fixed-term contract in London. You will lead implementation and ongoing management of discretionary portfolios, ensuring outcomes align with the firm's investment strategy and house views.

You will conduct client portfolio reviews, monitor risks, and contribute to governance and process improvements while collaborating across teams; the role offers a discretionary bonus opportunity and a competitive pension

Qualifications

• Experience in portfolio management or discretionary investment management.
• Strong understanding of investment markets and risk.
• Ability to review and maintain portfolios accurately.
• Excellent organisational and cross-team collaboration skills.

Responsibilities

• Implement and manage discretionary portfolios at scale.
• Conduct regular client portfolio reviews aligned with mandates.
• Monitor portfolio risks and outcomes; take corrective actions.
• Lead cyclical processes like annual Capital Gains Tax and ISA subscriptions.
• Improve processes for efficiency and client outcomes.
• Contribute to portfolio positioning and governance improvements.

Skills

Portfolio management

Discretionary investing

Investment markets

Asset allocation

Portfolio risk

Communication

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 firm's 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 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.

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. 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 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.

The Hours:

Monday to Friday: (35 hours per week) 9am - 5pm

The Benefits:

• 35-hour working week.
• 10% non-contributory pension, with any voluntary salary sacrifice enhanced by 10%.
• Discretionary bonus opportunity, dependent upon business and personal performance.
• Salary supplement in lieu of protection benefits, calculated at 2% of gross base salary and paid monthly.
• Bupa Health Care from the start of employment, with the option to add partners and children.
• My Rewards membership with discounts on major high street retailers.
• 28 days holiday + Bank Holidays
• Two days' paid leave per annum to participate in Corporate Social Responsibility activities, subject to line manager approval.

The Salary:

c£55,000 (12 month fixed term contract)

The Location:

EC3V (London) Tube Stations: Monument Underground Station, Bank Station and Cannon Street Station