Portfolio & fund Work, Jobs in Draycott, Som (with Salaries)

Portfolio Manager
Atomos —Bristol
- Hybrid work
Portfolio Manager (Cazenove Bristol)
Schroders —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Junior Investment Analyst
Swiss Life Global Solutions —Bath
- Microsoft Excel
- English
- Administrative experience
- Annual leave
- Employee assistance programme
11d
Consultant, Client Success
The Currency Cloud Services Limited —Cardiff
- Analysis skills
Lead Account Manager
Screwfix —Yeovil
- Full-time
- Hybrid work
- Data analysis skills
- Leadership
- Negotiation
- Employee discount
- Flexible schedule
10d
Consultant - Manager - Major Programmes, People Transformation, Defence & Security
Deloitte —Bristol
- Hybrid work
- Analysis skills
Reconciliations Team Leader
Sedgwick —Cardiff
- Full-time
- Management
- Continuous improvement
- Leadership
- Employee assistance programme
- Employee discount
Associate Professor (Senior Lecturer)
University of Bath —Bath
- £58,225 - £73,709 a year
- University
Commercial Systems Product Owner
Screwfix —Yeovil
- Full-time
- ERP systems
- Analysis skills
- Project management
- Employee discount
- Flexible schedule
Consultant/Senior Consultant/Manager, Complex Procurement, GPS Strategy & Transformation, Defence & Security
Deloitte —Bristol
- Hybrid work
- Project management
Conveyancing Fee Earner
Mallory Pryce —Bristol
- Hybrid work
- Accounting
Quick apply
13d
Senior Business Development Manager
Teemill —Bristol
- Full-time
- Business development
- Organisational skills
- Employee discount
Director, Life Sciences & Healthcare Industry, Future Organisation – Human Capital, Technology & Transformation
Deloitte —Bristol
- Hybrid work
Associate Director, Major Programmes, People Transformation, Defence & Security
Deloitte —Bristol
- Hybrid work
- Oracle
- Analysis skills
- Travel
Professor of Nursing and Royal College of Nursing Chair for Nursing Research
Cardiff University —Cardiff
- From £77,711 a year
- Full-time
- University
5d
Part-Time R&D Funding Specialist (UK & EU Innovation)
SKY ENGINE AI —Bristol
- Part-time
- Remote
- University
- Machine learning
- AI
- Flexible schedule
Reward & People MI Specialist
Wealthtime —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Financial services
Senior Account & Channel Manager
Ripjar —Bristol
- Full-time
- Remote
- Sales
- Travel
- Annual leave
- Employee assistance programme
Quick apply
1h
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
3d
Director Business Development
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Sales
- Business development
- Mentoring
Quick apply
6d

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portfolio & fund jobs near draycott, som

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 draycott, som

Portfolio Manager

Portfolio Manager (Cazenove Bristol)

Junior Investment Analyst

Consultant, Client Success

Lead Account Manager

Consultant - Manager - Major Programmes, People Transformation, Defence & Security

Reconciliations Team Leader

Associate Professor (Senior Lecturer)

Commercial Systems Product Owner

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

Conveyancing Fee Earner

Senior Business Development Manager

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

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

Professor of Nursing and Royal College of Nursing Chair for Nursing Research

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

Reward & People MI Specialist

Senior Account & Channel Manager

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

Director Business Development

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