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

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

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