Investment Operations & Portfolio Oversight Specialist
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Fram is working with an investment management firm that is looking to engage with an experienced Level 4 qualified investment professional to support investment colleagues across portfolio oversight, implementation, and operational investment processes. The position plays an important role in maintaining accuracy across portfolios and ensuring a consistent approach to how changes are executed and recorded. The role can be based anywhere in the UK.
Applicants must have the right to work in the UK.
Responsibilities
- Monitor portfolios for drift, breaches, and suitability.
- Prepare and validate rebalancing instructions.
- Implement trades across multiple platforms and custodians.
- Interact regularly with providers and systems teams.
- Participate in transitions and the operational elements of updating underlying securities and funds.
- Contribute to investment reporting, performance summaries, and due diligence materials.
- Help strengthen data quality and workflow efficiency.
Qualifications
- Level 4 Diploma in Financial Planning or equivalent.
- Experience in portfolio implementation, investment operations, or multi-asset oversight.
- Strong organisational skills and a keen eye for accuracy.
- Confidence using investment systems and data tools.
- Ability to manage varied workflows and work autonomously.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Industries
- Investment Management and Financial Services
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