Bayford Hale
Portfolio Manager
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Bayford Hale is partnering with a well-established UK wealth management business to appoint an experienced Portfolio Manager to its investment team.
This is a broad investment role working closely with the Chief Investment Officer, combining discretionary portfolio management, investment research, asset allocation, and direct client exposure.
The successful individual will have genuine influence across the investment process rather than operating within a narrowly defined portfolio management remit.
The role will include:
- Managing discretionary client portfolios across a range of mandates and risk profiles
- Conducting fundamental and quantitative investment analysis
- Contributing to asset allocation and portfolio construction decisions
- Monitoring portfolio performance, attribution, and risk
- Undertaking fund/manager research and due diligence
- Assessing investment opportunities across public and private markets
- Producing investment papers and recommendations for Investment Committee
- Preparing high-quality investment reports and client presentations
- Participating in client meetings and communicating investment strategy and performance
- Working closely with the CIO and wider investment team
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We’re looking for someone with:
- 5–10 years’ experience within investment or portfolio management
- A strong track record in discretionary portfolio management
- Experience of fund research, manager selection, and investment analysis
- Broad multi-asset knowledge spanning equities, fixed income, and alternatives/private markets
- CFA or relevant CISI professional qualification
- Strong quantitative, portfolio modelling, and performance attribution skills
- Advanced Excel capability and ideally experience with Bloomberg and/or FE Analytics
- Experience preparing Investment Committee papers or equivalent investment governance materials
- The credibility and communication skills to engage directly with HNW clients
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The firm has a genuinely client-led investment philosophy and is looking for someone who combines strong technical investment capability with intellectual curiosity, commercial awareness, and a hands-on approach.
This could particularly suit someone looking for greater exposure to the CIO, more influence over investment decisions, and broader responsibility across portfolios, research, and clients.
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