Portfolio & fund Work, Jobs in Bristol, Eng (with Salaries)

Portfolio Manager
Atomos —Bristol
- Hybrid work
Junior Investment Analyst
Swiss Life Global Solutions —Bath
- Microsoft Excel
- English
- Administrative experience
- Annual leave
- Employee assistance programme
Portfolio Manager (Cazenove Bristol)
Schroders —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Associate Relationship Manager - Mid Markets
Lloyds Banking Group —Bristol
- From £40,824 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
4d
Associate Professor (Senior Lecturer)
University of Bath —Bath
- £58,225 - £73,709 a year
- University
Scheme Transition Consultant
CLFIS Limited —Bristol
- Analysis skills
- Tax experience
Consultant - Manager, Business Analyst (Functional) Design, Defence & Security
Deloitte —Bristol
- Hybrid work
- Analysis skills
- Agile
- Communication skills
Associate Director, Major Programmes, People Transformation, Defence & Security
Deloitte —Bristol
- Hybrid work
- Oracle
- Analysis skills
- Travel
Head of Service - Bristol - South Gloucestershire - Full Time - Permanent
HM Prison & Probation Service —Bristol
- £60,001 a year
- Full-time
- Hybrid work
- Presentation skills
- Bachelor's degree
- Leadership
- Annual leave
- Employee discount
10d
Consultant, UX Designer, Design, Defence and Security
Deloitte —Bristol
- Hybrid work
Consultant/Senior Consultant/Manager, Complex Procurement, GPS Strategy & Transformation, Defence & Security
Deloitte —Bristol
- Hybrid work
- Project management
Consultant – Manager, Finance and Business Cases, Defence and Security
Deloitte —Bristol
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Consultant, Agile Transformation Lead, Delivery, Defence & Security
Deloitte —Bristol
- Hybrid work
- Agile
- Communication skills
Asset Manager (North/South)
Unite Students —London
- Analysis skills
- No degree
- Travel
- Annual leave
- Employee assistance programme
4d
Senior Manager, Private Sector, Major Programmes – Human Capital, Technology & Transformation
Deloitte —Bristol
- Hybrid work
- Analysis skills
- Mentoring
- AI
Associate Director - Technology, Vision, Strategy & Architecture (Financial Services – Banking & Capital Markets)
Deloitte —Bristol
- Hybrid work
- Business development
- Machine learning
- Accounting
Jetty and Terminal Operator - Bristol
GAC —Bristol
- Full-time
- No experience needed
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Part-Time R&D Funding Specialist (UK & EU Innovation)
SKY ENGINE AI —Bristol
- Part-time
- Remote
- University
- Machine learning
- AI
- Flexible schedule
Consultants – Clinical Negligence (flexible hours)
Bevan Brittan —Bristol
- Hybrid work
- Project management
- Communication skills
- Work from home
- Employee assistance programme
Director, Life Sciences & Healthcare Industry, Future Organisation – Human Capital, Technology & Transformation
Deloitte —Bristol
- Hybrid work

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portfolio & fund jobs near bristol, eng

Portfolio Manager

Atomos -
Bristol

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning

Full job description

Career

You'll be an established Portfolio Manager taking on a small client bank. This role is suited to someone early to mid‑way through their wealth management career, who has had exposure to leading meetings with high net worth clients.

It’s an opportunity over the next 2–3 years to grow into a core Portfolio Management role within the Bristol office, working closely with an experienced Senior Portfolio Manager and the wider Financial Planning teams.

From day one, you’ll take responsibility for a small client portfolio, allowing you to build confidence, credibility, and deep client relationships while learning our investment approach. Longer term, this role plays a key part in strengthening our discretionary fund management capability across Bristol, the South West and Wales.

About the role

You’ll work alongside an experienced senior portfolio manager, managing lower complexity client portfolios immediately, generating revenue, and leading the client experience. You’ll be trusted to deliver exceptional service, strengthen relationships with clients and advisers, and support the strategic growth and succession planning of our business.

If you enjoy markets, client outcomes, collaborating with advisers, and want a role where responsibility increases year‑on‑year, this is a genuine career opportunity.

Skills and Experience

We’re not looking for someone “fully formed” — we’re looking for potential, capability and ambition.

You’ll likely bring:

3+ years’ experience in wealth management or investment management, ideally in an Assistant Portfolio Manager or Associate Portfolio Manager role.

Experience in investment management, portfolio analysis, discretionary management or similar

Completed a Level 6 qualification (e.g. via CFA, CISI, IMC)

A solid grounding in asset allocation, portfolio construction, and risk principles

The confidence to engage and build trusted relationships with Financial Planners and clients across Bristol

Curiosity, good judgement, and a desire to learn fast

You don’t need to have led complex portfolios independently yet — we’ll support your development into that responsibility.

Accountabilities

Managing a smaller client book, delivering strong investment outcomes and client experience

Work closely with the Head of Office PM to develop portfolio construction and oversight skills

Build confidence and trust with Financial Planners, including the FP Head of Office across the Bristol office.

Support investment input for smaller client segments during growth or mobilisation phases

Contribute to the development of regional DFM capability, particularly linked to acquisitions

Participate in investment research, portfolio reviews and governance processes

Progressively increase autonomy and responsibility in line with a development plan

This is very much a “learn by doing” role, with structured support, exposure, and increasing ownership.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

portfolio & fund jobs in bristol, eng

Portfolio Manager

Junior Investment Analyst

Portfolio Manager (Cazenove Bristol)

Associate Relationship Manager - Mid Markets

Associate Professor (Senior Lecturer)

Scheme Transition Consultant

Consultant - Manager, Business Analyst (Functional) Design, Defence & Security

Associate Director, Major Programmes, People Transformation, Defence & Security

Head of Service - Bristol - South Gloucestershire - Full Time - Permanent

Consultant, UX Designer, Design, Defence and Security

Consultant/Senior Consultant/Manager, Complex Procurement, GPS Strategy & Transformation, Defence & Security

Consultant – Manager, Finance and Business Cases, Defence and Security

Consultant, Agile Transformation Lead, Delivery, Defence & Security

Asset Manager (North/South)

Senior Manager, Private Sector, Major Programmes – Human Capital, Technology & Transformation

Associate Director - Technology, Vision, Strategy & Architecture (Financial Services – Banking & Capital Markets)

Jetty and Terminal Operator - Bristol

Part-Time R&D Funding Specialist (UK & EU Innovation)

Consultants – Clinical Negligence (flexible hours)

Director, Life Sciences & Healthcare Industry, Future Organisation – Human Capital, Technology & Transformation

I want to receive the latest job alerts for portfolio & fund in bristol, eng

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