5 Portfolio Management Jobs in Surrey

throughout the business and economic cycle. We are a subsidiary of Arbuthnot Latham, an independent bank offering private and commercial banking, wealth planning, investment management and specialist finance. This role is to manage all clients within the assigned portfolio in accordance with corporate objectives, approved policy & appetite statements … and best practice, ensuring accuracy and integrity of data and records, as well as detecting errors and fraud. Delivering effective client risk management strategies for and provide high quality service to Arbuthnot Commercial Asset Based Lending clients. Develop & maintain strong relationship with clients at board level, maximising client life … Visit clients according to required frequency, prepare visit reports and annual reviews with recommended actions as necessary. Review underperforming and watch clients within the portfolio and recommend action to the Portfolio Management Meetings. Present outcomes to client in robust & positive way Analysis of client financial statements and more »

into trusted advisors through continuous learning. Making well-informed decisions and maintaining meticulous records. What You Need: Essential experience in Commercial Insurance. Proficiency in portfolio management. Mastery of claims handling from inception to resolution. Strong negotiation abilities and a passion for customer service. Familiarity with Acturis is highly desirable. more »

join their team in Woking. In this role, you will utilize your supportability experience to influence and advise various business functions, including engineering, project management, bid teams, services, and portfolio management. You will play a key role in promoting and implementing Integrated Product Support (IPS) activities and identifying … and support function within the business, in line with the direction from the Head of Customer Support Services. Providing IPS insights and inputs to portfolio managers, campaign managers, and BU leadership for future and current customer supportability requirements. Supporting engineering functions in carrying out new and in-service product … and system supportability analysis. Keeping portfolio and project managers informed of relevant risks, issues, and progress of the IPS functions, escalating matters for resolution when necessary. Key Responsibilities Delivering the IPS service support offering across key business functions (portfolio, project management, engineering, and manufacturing) to ensure they more »

Piccadilly One is working with a UK-based organisation made up of a portfolio of businesses. This opportunity sits with the organisation’s Group IT function which supports this complex portfolio of businesses in the UK and Ireland. Group IT provides reliable and efficient applications that underpin operations … for multiple businesses across several verticals in the B2B and B2C space. The Application Portfolio Manager will be accountable for leading, developing and maintaining the technical and architectural documentation related to the organisation’s application portfolio. After many years of development across multiple systems, we are looking for an … Application Specialist to make sense of our Client’s application estate, establish standards, and develop the documentation necessary to ensure that application lifecycle management is established as a discipline, applications are appropriately owned by key stakeholders, and risk is reduced during times of change. Key Responsibilities: Develop knowledge and more »

P1 Recruitment is working with a UK-based organisation made up of a portfolio of businesses. This opportunity sits with the organisations Group IT function which supports this complex portfolio of businesses in the UK and Ireland. Group IT provides reliable and efficient applications that underpin operations for … multiple businesses across several verticals in the B2B and B2C space. The Application Portfolio Manager will be accountable for leading, developing and maintaining the technical and architectural documentation related to the organisations application portfolio. After many years of development across multiple systems, we are looking for an Application Specialist … to make sense of our Clients application estate, establish standards, and develop the documentation necessary to ensure that application lifecycle management is established as a discipline, applications are appropriately owned by key stakeholders, and risk is reduced during times of change. Key Responsibilities: Develop knowledge and understanding of the more »