Portfolio analyst Work, Jobs in Cheddar, Som (with Salaries)

Portfolio Manager & Research Analyst
Alpha Portfolio Management —Bristol
- £45,000 - £65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Bachelor's degree
- Employee discount
- Life insurance
Quick apply
Junior Digital Portfolio Analyst
Government Digital Service —Bristol
- £37,177 - £39,670 a year
- Full-time
- Hybrid work
- Administrative experience
- Presentation skills
- Annual leave
- Employee assistance programme
3d
Investment Research Analyst
Alpha Portfolio Management —Bristol
- £45,000 - £65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Bachelor's degree
- Employee discount
- Life insurance
Quick apply
Business Analyst (12-month Fixed Term)
University of Bath —Bath
- £38,784 - £46,049 a year
- Full-time
- University
- Business
- Annual leave
- Employee discount
11d
Cyber Defence Analyst L2
Airbus Protect Limited —Newport
- Full-time
- Travel
Business Analyst
Amentum —Cardiff
- Full-time
- Analysis skills
- Agile
- Communication skills
- Employee assistance programme
Business Analyst
Buro Happold —Bath
- Hybrid work
- Analysis skills
- IT
- Employee assistance programme
- Employee discount
Business Systems Analyst - Unit 4
Buro Happold —Bath
- Hybrid work
- ERP systems
- SQL
- IT
- Employee assistance programme
- Employee discount
M365 Analyst
Buro Happold —Bath
- Azure
- Analysis skills
- SharePoint
- Employee assistance programme
- Employee discount
Global Finance Strategy & Insight Analyst
Buro Happold —Bath
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
- Employee assistance programme
- Employee discount
Consultant - Manager, Business Analyst (Functional) Design, Defence & Security
Deloitte —Bristol
- Hybrid work
- Analysis skills
- Agile
- Communication skills
Business Systems Integration Analyst
Buro Happold —Bath
- Hybrid work
- DevOps
- SQL
- Analysis skills
- Employee assistance programme
- Employee discount
Senior IT Business Analyst
Admiral —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Bachelor's degree
- Mentoring
- Annual leave
4d
DEVELOPER L4(CONTRACT)
Wipro Limited —Bristol
Senior Business Analyst - 12 Month FTC
Osborne Clarke —Bristol
- Communication skills
2d
Associate Financial Operations Analyst (Bristol)
C2FO —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Data analysis skills
Quick apply
11d
Post 16 Analysis and Development Team Leader
Office for Standards in Education, Children's Services and Skills —Bristol
- £69,322 a year
- Part-time
- Hybrid work
- Azure
- Maintenance
- Analysis skills
- Annual leave
- Flexible schedule
6d
Credit Analyst - Acquisition
Aldermore Bank PLC —Cardiff
- Full-time
- Hybrid work
- SQL
2d
Credit Policy Analyst
Ayvens —Bristol
- Full-time
- Communication skills
- Free parking
- Annual leave
5d
Credit Analyst - Acquisition
Motonovo Finance —Cardiff
- Full-time
- Hybrid work
- SQL
- Employee assistance programme
3d

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Portfolio Manager & Research Analyst

Alpha Portfolio Management
Bristol

Quick apply

Job details

Permanent | Full-time
£45,000 - £65,000 a year

Benefits

Cycle to work scheme
Company pension
Private medical insurance
Employee discount
Transport links
Life insurance

Qualifications

Investment management
Microsoft Excel
Microsoft Office
Bachelor's degree
Computer skills
Communication skills

Full job description

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

Quick apply

Refine Your Search

portfolio analyst jobs in cheddar, som

Portfolio Manager & Research Analyst

Junior Digital Portfolio Analyst

Investment Research Analyst

Business Analyst (12-month Fixed Term)

Cyber Defence Analyst L2

Business Analyst

Business Analyst

Business Systems Analyst - Unit 4

M365 Analyst

Global Finance Strategy & Insight Analyst

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

Business Systems Integration Analyst

Senior IT Business Analyst

DEVELOPER L4(CONTRACT)

Senior Business Analyst - 12 Month FTC

Associate Financial Operations Analyst (Bristol)

Post 16 Analysis and Development Team Leader

Credit Analyst - Acquisition

Credit Policy Analyst

Credit Analyst - Acquisition

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