Portfolio Implementation Analyst

Portfolio Implementation Analyst

Cambridge

We’re recruiting on behalf of a highly respected, privately owned wealth management firm based in Cambridge. This is a fantastic opportunity for an investment professional looking to build a career at the heart of portfolio operations.

The Role

You’ll sit within a specialist investment team, taking direct responsibility for the execution and implementation of model portfolios across a range of centralised investment propositions — including MPS, PPS, FOF, MAF and ESG strategies. Working closely with Investment Managers, you’ll ensure portfolios are rebalanced efficiently, accurately and in line with each client’s objectives.

Key Responsibilities

• Execute trades across model portfolios on platforms including AJ Bell and Avaloq
• Rebalance portfolios in response to market movements, cashflows and mandate changes
• Monitor portfolio drift and flag discrepancies to the investment team
• Support the development and maintenance of portfolio analytics and performance reporting using Excel and VBA
• Assist with new client onboarding and account set-up
• Contribute to process improvement initiatives within the investment operations function

What We’re Looking For

• CISI Level 3 (essential)
• Experience in a portfolio management, investment operations or DFM support role
• Intermediate to advanced Excel skills; VBA an advantage
• Familiarity with Avaloq or AJ Bell platforms desirable
• Strong attention to detail and a methodical approach
• Degree educated or equivalent professional qualification

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