{"id":3695009,"url":"https://alion.io/job/atomos-portfolio-manager-bristol","title":"Portfolio Manager, Bristol","company":{"id":693125,"name":"atomos","domain":"atomos.co.uk","url":"https://alion.io/company/atomos-2","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Teamtailor","truth_index":null},"role":"Management","role_family":"Management","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_company_offices","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["GB"],"hiring_countries_total":1,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-03T10:23:15Z","employer_posted_date":"2026-11-03","last_verified_at":"2026-11-06T04:21:26Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Career\nYou are an Assistant Portfolio Manager with your CFA/CISI Level 6 and ready to move to your first full Portfolio Manager role. We are looking for someone who is rising in their career, wants to be at a growing company, and get mentored by one of the top PMs in the SouthWest.\nThe key trait we are looking for is client gravitas. We want someone our Portfolio Manager or our high performing Financial Planners can trust to be credible in front of HNW clients.\nLonger term, this role plays a key part in strengthening our discretionary fund management capability across Bristol, the South West and Wales.\nAbout the role\nWorking alongside a very established Senior Portfolio Manager who will coach you, you will manage lower complexity client portfolios immediately, generating revenue, and leading the client experience. You can become the eventual successor to the Senior Portfolio Manager.\nWe pride ourselves on the calibre of our people, exceptional client service, deep client relationships, and being the most trusted advice service in our region. We are not a household name, we are more exclusive than that and grow by the reputation of our people to deliver excellence.\nAccountabilities\nManage a client book, deliver strong investment outcomes and client experience.\n\nWork closely with the Head of Office PM to develop portfolio construction and oversight skills.\n\nBuild confidence and trust with senior Financial Planners across the Bristol office.\n\nSupport investment input for smaller client segments during growth or mobilisation phases.\n\nContribute to the development of regional DFM capability, particularly linked to acquisitions.\n\nParticipate in investment research, portfolio reviews and governance processes.\n\nMaintain a strong understanding of current market conditions, asset allocation views, and investment research.\n\nProgressively increase autonomy and responsibility in line with a development plan.\n\nThis favours those who \"learn best by doing”, with structured support, exposure, and coaching.\nSkills and Experience\nYou must have client gravitas, plenty of quiet ambition, and the potential for personal growth in addition to:\nLevel 6 qualified via CISI or the CFA.\n\n3+ years’ experience in wealth management or portfolio management, ideally as an Assistant Portfolio Manager or Associate Portfolio Manager role and you need that step up.\n\nExperience in investment management, portfolio analysis, discretionary management or similar\n\nStrong understanding of investment markets, asset allocation, and portfolio risk.\n\nA solid grounding in asset allocation, portfolio construction, and risk principles.\n\nThe confidence to engage and build trusted relationships with Financial Planners and clients across Bristol and the SouthWest.\n\nConfident communicator able to present in front of clients and comfortable at professional network events.\n\nWe will support you developing into leading complex portfolio management for high net worth clients.\nBenefits\nCompetitive Pension Scheme - we contribute 6%, you 3%\n\n26 days holiday plus bank holidays\n\nPrivate Medical Insurance\n\nLife Assurance (4x)\n\nGroup Income Protection\n\nWork From Anywhere policy\n\nOur agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.","description_format":"text","description_chars":3313,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-03T17:45:45Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Skilled Worker","cap_exempt":false,"checked_at":"2026-11-05T06:29:30+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":49,"reasons":["conf:1","win:early"],"computed_at":"2026-11-05T05:54:30Z"},"pay":null,"html_url":"https://alion.io/job/atomos-portfolio-manager-bristol","json_url":"https://alion.io/job/atomos-portfolio-manager-bristol.json","meta":{"generated_at":"2026-11-06T04:26:28Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7575,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":693125},"rest":"https://alion.io/mcp/rest/get_company?id=693125"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fatomos-portfolio-manager-bristol"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fatomos-portfolio-manager-bristol"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fatomos-portfolio-manager-bristol"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/atomos-portfolio-manager-bristol\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fatomos-portfolio-manager-bristol"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3695009}},{"tool":"search_jobs","arguments":{"company":"atomos.co.uk","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3695009},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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