Portfolio Implementation Analyst

Role Overview

Provide day-to-day portfolio implementation and trading support to the Investment Products and Services team, reporting to the Director of Central Implementation. The role involves implementing investment decisions across strategies in a timely manner, modelling investment views, and overseeing cash flows and asset allocations.

What You Will Do

Provide implementation support to the Managed Portfolio Service, model investment views, oversee cash flows and asset allocations, and work with investment managers to implement investment decisions.

Why It Might Be a Fit

The role requires some experience within portfolio management, a Level 4 qualification, and strong communication skills. The ideal candidate will have an understanding of the trade life cycle, portfolio cash management, and Microsoft Office.

Requirements

• Some experience within portfolio management
• Level 4 qualified (IAD, IMC)
• Understanding of the trade life cycle
• Understanding of portfolio cash management
• Ability to work to tight deadlines
• Strong communication skills
• Prior experience of portfolio implementation within an investment business
• Good working with numbers and percentages
• Attention to detail
• Demonstrable knowledge of Microsoft Office
• Experience working within Investment Management

Benefits

• Flexible working
• Equal employment opportunities
• Promotion of diversity and inclusion