Trainee Portfolio Manager
Current
Jul 2022 - Present
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Mark B. Email & Phone Number
Trainee Portfolio Manager
at
Alpha Portfolio Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Trainee Portfolio Manager
Location
Greater Bristol Area, United Kingdom, United Kingdom
Company size
Who is Mark B.? Overview
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Quick answer
Mark B. is listed as Trainee Portfolio Manager at Alpha Portfolio Management, a company with 9 employees, based in Greater Bristol Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Mark B..
Mark B. previously worked as Investment Management Administrator at Alpha Portfolio Management and Corporate Actions Project Officer at Computershare. Mark B. holds Bachelor Of Arts - Ba, Wildlife And Environmental Photography, 1St Class Honours from Lancaster University.
Company email context
Email format at Alpha Portfolio Management
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Alpha Portfolio Management
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Profile bio
About Mark B.
Mark B. is a Trainee Portfolio Manager at Alpha Portfolio Management.
Current workplace
Mark B.'s current company
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Alpha Portfolio Management
4 roles
Mark B. work experience
A career timeline built from the work history available for this profile.
Investment Management Administrator
Providing administrative support for a team of portfolio managers.Calculating portfolio performance, using performance reference indicators.Calculating asset allocation, equity sectors.Preparing presentations and reports for clients and Independent Financial Advisers.Portfolio modelling using FE Analytics.Maintaining company website, SEO, newsletter and.
Jul 2017 - Jun 2022
Corporate Actions Project Officer
Processing complex register-wide capital restructuring for listed and unlisted companies, e.g. Mergers, Rights Issues, Share Consolidations etcReconciling bank accounts and issued share capitalAuditing and sanity checking other colleagues workReporting daily to (often high profile) clients, sometimes directly to board levelProcessing, sorting and.
Feb 2016 - Jun 2017
Business Finance Administrator
Calculating credits and debts manually following amended or cancelled policiesProcessing more complicated interactions between the company, customers and banks, e.g. indemnity claims, cases of dual insuranceProcess mapping and training for the finance department and offshore finance teamHelping to produce training material for other departmentsDouble entry.
Mar 2014 - Feb 2016
Team & coworkers
Colleagues at Alpha Portfolio Management
Other employees you can reach at alpha-pm.co.uk. View company contacts for 9 employees →
AM
Andrew Morris
Colleague at Alpha Portfolio ManagementBristol, England, United Kingdom, United Kingdom
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AH
Alexander Humphreys
Colleague at Alpha Portfolio ManagementGreater Bristol Area, United Kingdom, United Kingdom
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JG
James Gardner
Colleague at Alpha Portfolio ManagementBristol, England, United Kingdom, United Kingdom
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MS
Mark Sevier
Colleague at Alpha Portfolio ManagementBristol, England, United Kingdom, United Kingdom
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SM
Samuel Mcmordie
Colleague at Alpha Portfolio ManagementBristol, England, United Kingdom, United Kingdom
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PK
Paul Kilkelly
Colleague at Alpha Portfolio ManagementBristol, England, United Kingdom, United Kingdom
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Andrew Morris
Colleague at Alpha Portfolio ManagementBristol, England, United Kingdom, United Kingdom
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AH
Alexander Humphreys
Colleague at Alpha Portfolio ManagementGreater Bristol Area, United Kingdom, United Kingdom
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JG
James Gardner
Colleague at Alpha Portfolio ManagementBristol, England, United Kingdom, United Kingdom
View →
MS
Mark Sevier
Colleague at Alpha Portfolio ManagementBristol, England, United Kingdom, United Kingdom
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SM
Samuel Mcmordie
Colleague at Alpha Portfolio ManagementBristol, England, United Kingdom, United Kingdom
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PK
Paul Kilkelly
Colleague at Alpha Portfolio ManagementBristol, England, United Kingdom, United Kingdom
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1 education record
Mark B. education
FAQ
Frequently asked questions about Mark B.
Quick answers generated from the profile data available on this page.
What company does Mark B. work for?
Mark B. works for Alpha Portfolio Management.
What is Mark B.'s role at Alpha Portfolio Management?
Mark B. is listed as Trainee Portfolio Manager at Alpha Portfolio Management.
Where is Mark B. based?
Mark B. is based in Greater Bristol Area, United Kingdom, United Kingdom while working with Alpha Portfolio Management.
What companies has Mark B. worked for?
Mark B. has worked for Alpha Portfolio Management, Computershare, and Direct Line Group.
Who are Mark B.'s colleagues at Alpha Portfolio Management?
Mark B.'s colleagues at Alpha Portfolio Management include Andrew Morris, Alexander Humphreys, James Gardner, Mark Sevier, and Samuel Mcmordie.
How can I contact Mark B.?
You can use AeroLeads to view verified contact signals for Mark B. at Alpha Portfolio Management, including work email, phone, and LinkedIn data when available.
What schools did Mark B. attend?
Mark B. holds Bachelor Of Arts - Ba, Wildlife And Environmental Photography, 1St Class Honours from Lancaster University.
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