Alpha Portfolio Management is an award-winning Bristol-based investment manager. Providing a broad range of investment services to clients, working with professional partners, such as financial advisers, accountants and solicitors. We are aiming to grow our team, to support our growth plans. More information can be found at www.alpha-pm.co.uk
We are seeking an experienced portfolio manager/ research analyst to join our central Bristol office. Providing a professional, high-quality service to our clients. An important role in a small team, which is dynamic and varied.
The role:
- Working within Alpha’s investment team managing portfolios and maintaining and developing underlying relationships, as well as being a key member of the investment committee.
- Full-time. Monday to Friday. Typically, 7.30am to 4.30pm (one hour lunch break).
- Permanent position. 40 hours per week.
- This is an office-based role. BS1 / Bristol Temple Meads location with good transport links.
Main responsibilities:
- The role will be a varied one working with Alpha’s investment team in the management of portfolios on a day-to-day basis as well as being a key member of the team from the perspective of portfolio positioning and the generation of new ideas and monitoring our core investment list.
- Provide input into Alpha’s investment process, through daily updates, alongside more formal weekly and monthly meetings.
- Maintain and develop existing and new relationships with clients and third parties.
The ideal candidate:
- Must have demonstrable experience as a portfolio manager/ research analyst of at least 5 years, preferably 7 to 10 years, as well as a strong understanding of fundamental analysis.
- Our core list is broad, but the candidate must have experience of researching individual UK companies.
- Must be fully qualified for the role (at least level 4 qualified)
- Existing client relationships to introduce to the business would be beneficial.
- Ability to put forward timely and well communicated investment recommendations.
- Appropriate computer skills, including Microsoft Office. Confident with excel.
- Strong verbal and written communication skills with rigorous attention to detail.
- Diligent, hardworking and friendly.
- An ability to work under pressure and to deadlines, effectively prioritising workload.
- Able to work both independently and as part of a team.
- Ability to adapt to changing processes or situations.
Package:
- Offering £45,000- £65,000, depending on experience and existing relationships.
- Plus, annual discretionary bonus.
- Generous wider benefits package – pension, life assurance, health insurance, other employment benefits.
- The firm is supportive of career progression and professional development, including exams.
If you are interested in joining a professional and friendly team and have the relevant skills and experience, please apply today!
Job Types: Full-time, Permanent
Pay: £45,000.00-£65,000.00 per year
Benefits:
- Company pension
- Cycle to work scheme
- Employee discount
- Life insurance
- Private medical insurance
Application question(s):
- Do you have FCA-regulated qualifications meeting (at least) level 4?
Work Location: In person
