Tax manager Work, Jobs in Ascot, Brk (with Salaries)

Assistant Portfolio Manager
Charles Stanley —Guildford
- Full-time
- Analysis skills
- Communication skills
- Analytics
12d
Group Reporting Manager
Morgan Advanced Materials —Windsor
- Full-time
Senior Finance Manager: Productions
Trafalgar Entertainment —Woking
- £70,000 - £75,000 a year
- Full-time
- Team management
6d
Temporary Group Tax manager
RWS Group —Maidenhead
- Analysis skills
- Accounting
- Organisational skills
Clinical Deputy Manager
Bupa —Maidenhead
- Up to £56,035 a year
- Weekend availability
- Management
- Customer service
- Mentoring
- Employee discount
- Gym membership
Quick apply
Bacterial Characterisation Workgroup Leader (ID 4788)
Animal and Plant Health Agency —New Haw
- £62,000 a year
- Full-time
- Doctoral degree
- Presentation skills
- Bachelor's degree
- Annual leave
- Employee discount
Snr Lead Technical Portfolio & Program Manager
ADP —Staines-upon-Thames
- Temporary
- PMP
- Writing skills
- Analysis skills
7d
Application Manager
Veterinary Medicines Directorate —New Haw
- £38,795 a year
- Part-time
- Microsoft Outlook
- Customer service
- Data analysis skills
- Free parking
- Annual leave
Branch Manager Designate
LKQ Corporation —Woking
- Full-time
- Customer service
- Recruiting
- Leadership
- Annual leave
- Employee assistance programme
12d
Bookkeeper/Finance Officer
Complete Childcare —Reading
- £33,080.32 a year
- Organisational skills
- Communication skills
- Analytics
- Work from home
Quick apply
Supply Chain Risk Manager, AWS Public Sector Supply Chain
Amazon Data Services UK Limited —Thames Valley
- Full-time
2h
Client PM/PMO Coordinator
ADP —Staines-upon-Thames
- Hybrid work
- PMP
- Analysis skills
- Agile
- Employee assistance programme
- Employee discount
1d
Associate Sales Manager
ADP —Staines-upon-Thames
- Training & development
- Leadership
- Communication skills
International Pension Manager
Siemens Energy —Camberley
- Full-time
- Spanish
- Analysis skills
- Bachelor's degree
- Profit sharing
Pride in Place Programme Manager
Slough Borough Council —Slough
- £48,277 - £53,509 a year
- Full-time
- Hybrid work
- Annual leave
Quick apply
Indirect Tax | Senior Manager
Pwc UK —Reading
- Full-time
- Hybrid work
- Project management
- Team management
HR Program Manager
ADP —Staines-upon-Thames
- Communication skills
Tax Manager
BAM UK & Ireland —Farnborough
- Communication skills
- Tax experience
8d
Rewards Manager - Compensation
Public Sector Resourcing —Reading
- Full-time
- Management
- Continuous improvement
- Negotiation
6d
Payroll Coordinator
Impact Food Group —Woking
- Full-time
- School
- Annual leave
- Employee discount
Quick apply

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Assistant Portfolio Manager

Charles Stanley -
Guildford

Apply Now

Job details

Full-time
12 days ago

Qualifications

Investment
Financial analysis
Analysis skills
Investment analysis in financial services industry
Communication skills
Analytics

Full job description

About the Role:

We're looking for an Assistant Portfolio Manager to join our Investment Management team and support the delivery of high-quality investment solutions for private clients.

Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients. You'll play an important role in portfolio monitoring, investment implementation, client reporting and investment research, helping to ensure portfolios remain aligned with client objectives and investment strategies.

This is an excellent opportunity for someone with investment management experience who is looking to further develop their portfolio management expertise and build a long-term career in wealth management.

Please note that this role does not hold discretionary investment authority and is not a Certified Function under SMCR.

What You'll Be Doing:

Support Investment Managers in the management of discretionary and advisory client portfolios.
Assist with portfolio reviews, suitability assessments and investment proposals.
Help implement and maintain portfolio models, ensuring client portfolios remain aligned with agreed investment strategies.
Monitor portfolio exceptions and support the preparation of investment and trading rationales.
Conduct portfolio analysis and provide market, economic and investment commentary to support decision-making.
Assist with client reporting, tax planning opportunities and investment documentation.
Maintain records supporting investment decisions, due diligence activities and model governance.
Work collaboratively with colleagues across the business to deliver excellent client service and outcomes.
Ensure all activities are conducted in line with regulatory requirements, internal policies and risk management standards.

What We're Looking For:

Experience & Qualifications

We're interested in hearing from candidates who can demonstrate some or all of the following:

Experience within investment management, portfolio management or investment support.
Progress towards, or completion of, a relevant professional qualification such as CISI Level 4 or equivalent.
Understanding of portfolio construction, asset allocation and investment markets.
Experience supporting private client portfolios would be beneficial.

Knowledge & Skills

Strong analytical and numerical skills with excellent attention to detail.
Good understanding of investment processes, client suitability requirements and regulatory frameworks.
Strong communication and relationship-building abilities.
Well organised, adaptable and able to manage multiple priorities effectively.
Proficiency in Microsoft Office, particularly Excel, and confidence working with investment research and market data systems.
A proactive, collaborative and client-focused approach.
Genuine interest in financial markets and investment management.

Apply Now

Refine Your Search

tax manager jobs in ascot, brk

Assistant Portfolio Manager

Group Reporting Manager

Senior Finance Manager: Productions

Temporary Group Tax manager

Clinical Deputy Manager

Bacterial Characterisation Workgroup Leader (ID 4788)

Snr Lead Technical Portfolio & Program Manager

Application Manager

Branch Manager Designate

Bookkeeper/Finance Officer

Supply Chain Risk Manager, AWS Public Sector Supply Chain

Client PM/PMO Coordinator

Associate Sales Manager

International Pension Manager

Pride in Place Programme Manager

Indirect Tax | Senior Manager

HR Program Manager

Tax Manager

Rewards Manager - Compensation

Payroll Coordinator

I want to receive the latest job alerts for tax manager in ascot, brk

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