Job Description

This position is ideal for someone who thrives on precision, operational discipline, and cross team collaboration. You’ll help ensure portfolios are executed accurately, remain aligned to investment models, and support the delivery of high quality information across the business.

This is a key coordination role, working closely with Investment Management, Trading, Operations, and Wealth Managers to ensure smooth portfolio implementation and exceptional client outcomes.

What You’ll Do

Portfolio Implementation & Trading

• Execute model‑driven trades, rebalancing activity, and cash management across centrally managed portfolios.
• Maintain alignment between client portfolios and agreed investment strategies.
• Support the implementation of tailored mandates across internal and external platforms (including Hubwise).

Portfolio Monitoring & Risk Oversight

• Monitor portfolios to ensure they remain within risk tolerances and BITA profiles.
• Assist in producing monitoring packs, risk reports, and portfolio analytics.
• Liaise with risk rating agencies to support ongoing product ratings.

Client & Stakeholder Support

• Respond promptly and clearly to investment‑related queries from wealth managers.
• Support senior portfolio managers with tailored mandates, including trade preparation and portfolio reviews.
• Work closely with Middle Office and Operations to ensure smooth settlement and accurate data flow.

Governance, Control & Regulatory Responsibilities

• Operate within the First Line of Defence, ensuring risks are identified and appropriately controlled.
• Maintain competence under MiFID II Information Provider requirements, including annual reassessment and CPD.
• Adhere to SMCR obligations relating to the Certification Regime.

Qualifications & Experience

• Degree in Finance, Economics, or a related field (or equivalent experience).
• 3–5 years’ experience in portfolio implementation, trading support, risk monitoring, or multi‑asset portfolio management.
• CISI Level 4 required; IMC or CFA Level I preferred.
• Experience within a UK wealth or asset management environment.

Knowledge & Skills

• Strong understanding of investment processes, asset allocation, and risk management.
• Working knowledge of FCA regulations, including Conduct of Business and AML frameworks.
• High proficiency with MS Office and financial data tools (Bloomberg, FactSet, or similar).
• Experience with OMS/PMS platforms (e.g., Aladdin, Charles River, Thinkfolio, Bloomberg AIM) is desirable.
• Excellent analytical, problem‑solving, and communication skills.
• Strong attention to detail and the ability to work independently with accountability.
• A collaborative, adaptable approach and a commitment to high‑quality delivery.