Portfolio Manager (Cazenove Bristol)

About the Opportunity

Portfolio Manager (Cazenove Bristol)

About Cazenove Capital

At Cazenove Capital, we look after private individuals, families, and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.

About Schroders, Our Parent Company

We're a global investment manager. We help institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients and society prosper.

The Base (Bristol)

This is a Bristol-based Portfolio Manager role. You will be expected to be in the Bristol office regularly, particularly during the onboarding period. The role also involves travel across the South West and Wales to support intermediary and client relationships, therefore being able to drive is strongly preferred.

The Team

You will join a regional investment team responsible for discretionary portfolio management and supporting intermediary-led relationships. The team works closely with colleagues across investments, operations, risk and compliance, as well as business development, to deliver strong client outcomes and a high standard of service.

Responsibilities

• Take day-to-day responsibility for discretionary portfolios linked to intermediary (IFA) relationships, with appropriate senior oversight during transition.
• Build and maintain strong relationships with IFAs through responsiveness, professionalism, and confidence in external meetings.
• Attend meetings with IFAs and end-clients, clearly explaining portfolio strategy, positioning, performance, and key risks.
• Implement portfolio actions (rebalancing, transitions, cash management, and mandate changes) in line with client objectives, suitability, mandate guidelines, and internal governance.
• Maintain strong market awareness and demonstrate an interest in investment decision-making.

About You

The Knowledge, Experience And Qualifications You Need

• Experience in portfolio management/investment management with meaningful exposure to DFM and IFA servicing.
• Strong understanding of the service model and expectations when operating via intermediaries.
• Confident communicator with resilience and professionalism.
• Strong organizational skills and attention to detail.
• Professional investment qualification at CISI Level 7 (or equivalent).

The Knowledge, Experience And Qualifications That Will Help

• Experience supporting or leading business development activity with intermediaries.
• Experience managing portfolios that include a blend of funds and direct securities.
• Ability to produce client-ready materials.
• Strong working knowledge of Excel and PowerPoint.

Benefits

We Recognize Potential, Whoever You Are. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

About Company

We're a global investment manager. We help institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients and society prosper.