1 to 3 of 3 Portfolio Management Jobs in Avon

The Company: Our client is a wealth management company, highly recognised with a fantastic reputation. The Role: TheCompliance Manager will Report into the Head of Compliance within the Wealth Management business. The Compliance Manager role will have an Investment Advisory focus. Working in the Bristol officeThe Compliance Manager … will monitor the regulatory environment for key regulatory initiatives relating to investment management, recommending, and implementing solutions. The Compliance Manager will provide a Compliance Advisory service & will support the Investment Management company on asset management issues including routine advice and resolution of issues relating to restrictions on … and updating of compliance policies and procedures to ensure fit for purpose and regulatory needs. The Compliance Manager will be responsible for monitoring of portfolio management compliance systems and will supporton investment platform issues. TheCompliance Manager will ensure all Investment breaches of FCA Rules are properly investigated, recorded more »

the role HL have an exciting opportunity to join our new Investment & Programme Office team within the Finance function as the Head of Strategic Portfolio Planning. In this role, you will be responsible for planning and mobilizing the enterprise-wide programme portfolio that supports HL's corporate strategy. … You will lead the Portfolio Planning & Investment Management function, overseeing a diverse change portfolio that includes major programmes in product development, client experience, save to invest, regulatory initiatives, digital transformation, operating model, and organizational design. What you'll be doing Responsible for designing building and managing the … Medium Term (3 year) and Annual Portfolio Planning approach as part of the Enterprise-wide Operating plan process. Responsible for HL's Programme Portfolio budget (>50m), aligning initiatives to the business strategy and facilitating decision-making to optimise return on investment. Designing and managing an investment management more »

major capital programs or large portfolios within infrastructure, real estate, energy & natural resources, or defense sectors. You will help transform our clients' project-programme-portfolio management (P3M) by implementing digital solutions, maximizing successful outcomes and investment returns. Responsibilities: Assess client challenges and requirements. Implement P3M methodologies, processes, tools … implementing project controls or P3M solutions. Experience with large capital projects/programmes covering multiple project controls functions. Experience in business transformations and change management activities. Familiarity with supporting P3M capability/maturity assessments. Proficiency in Microsoft Office, Teams, and diagramming tools (e.g., Visio, Lucid Chart). Analytical mindset … with data manipulation and presentation skills (SQL, Power Query/Power BI, Tableau, Qlik). Experience with project management or project controls software in areas such as cost estimation, activity planning, portfolio management, contracts, workflow, and risk management. Strong report writing and stakeholder engagement skills. Familiarity with more »