Operations Analyst, Portfolio Management and Investment Solutions
Operations Analyst, Portfolio Management and Investment Solutions

Operations Analyst, Portfolio Management and Investment Solutions

Internship 30000 - 40000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support operational management of portfolios and assist in investment solutions execution.
  • Company: Fast-growing boutique asset manager focused on alternative investments.
  • Benefits: Competitive salary, growth opportunities, and a collaborative work environment.
  • Other info: Opportunity to learn coding and data tools for process improvement.
  • Why this job: Join a dynamic team and make an impact in the finance world.
  • Qualifications: Detail-oriented with a strong interest in financial markets and operations.

The predicted salary is between 30000 - 40000 £ per year.

Join a high performing team at a fast growing boutique alternatives asset manager. This role sits at the heart of the business, supporting the day-to-day operational management of live portfolios alongside the execution and servicing of investment solutions. You will work across portfolio management and investment solutions, supporting the lifecycle of trades and positions from execution and capture through ongoing monitoring and reporting. The role involves close collaboration with senior team members and external counterparties to ensure accuracy and consistency across systems and data.

Bluebridge is an independent asset manager focused on delivering predictable outcomes across risk, return and liquidity. We combine analytical depth with a boutique mindset to build alternative investment strategies designed around the specific needs of our investors. Our solutions business partners with a curated group of global investment banks to help clients access appropriate investment solutions across a diversified range of asset classes and credits. The team works closely with counterparties and clients throughout the trade lifecycle, from idea generation and execution through to ongoing servicing. We are a client centric firm with a clear investment philosophy centred on simplicity, transparency and discipline, particularly in areas of the market that are often complex.

What you will be doing

Portfolio Management Support

  • Support the day-to-day operational management of Bluebridge’s portfolios, working closely with the team to ensure accuracy, control, and consistency across positions, data, and reporting.
  • Support the capture and maintenance of trades and positions across internal systems.
  • Monitor portfolios for lifecycle events including expiries, coupons, corporate actions, and rebalances.
  • Produce, validate, and support operational inputs (market data, pricing etc.) into portfolio level reporting including positions, exposures, and profit and loss.
  • Support position and cash reconciliations and investigate discrepancies where required.
  • Help maintain clear operational processes, controls, and documentation as the business scales.
  • Proactively identify opportunities to improve, streamline, or automate operational and execution processes, working with senior team members and internal developers where appropriate.

Investment Solutions and Client Execution Support

  • Support execution and operational activity across primary and secondary market investment solutions.
  • Support the execution and ongoing management of primary and secondary market trades, including monitoring trade progress and updating internal systems.
  • Coordinate client pricing requests, tracking outcomes, and supporting follow ups.
  • Oversee post trade support activities including trade booking checks and internal reporting.
  • Support the preparation and maintenance of client facing materials including factsheets, websites, DDQs, and marketing communications.
  • Maintain internal trackers, CRM records, and execution and pipeline data.
  • Provide ad hoc analytical, administrative, and project support across the business.

What you bring

  • Strong attention to detail and a disciplined approach to process driven, high accuracy work.
  • Comfort working with data, portfolio information, and Excel based reporting across multiple systems.
  • Genuine interest in financial markets, structured products, and alternative investments.
  • Clear, professional written and verbal communication skills.
  • A proactive mindset, comfortable taking ownership of tasks and improving existing processes.
  • Ability to manage multiple priorities independently while collaborating closely with senior team members in a small team environment.
  • Interest in, or working knowledge of, coding and data tools such as Python, SQL, or database driven workflows, particularly for analysis, automation, or process improvement.
  • Curiosity, resilience, and a desire to build a strong foundation across portfolio management and investment operations.

What we will give you

We believe in rewarding performance and creating the right environment and culture to support your growth. You can expect: An opportunity to work in an innovative.

Operations Analyst, Portfolio Management and Investment Solutions employer: BlueBridge Asset Management

At Bluebridge, we pride ourselves on being an excellent employer by fostering a collaborative and high-performing work culture that prioritises employee growth and development. Located in the heart of London, our boutique asset management firm offers unique opportunities to engage with senior team members and global investment banks, ensuring that you gain invaluable experience in portfolio management and investment solutions. We are committed to rewarding performance and creating an environment where innovation thrives, making it an ideal place for motivated individuals looking to build a meaningful career in finance.
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Contact Detail:

BlueBridge Asset Management Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Operations Analyst, Portfolio Management and Investment Solutions

✨Tip Number 1

Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their investment strategies and be ready to discuss how your skills align with their needs. Show them you're not just another candidate!

✨Tip Number 3

Practice your pitch! Be clear about what you bring to the table and how you can contribute to their team. A confident and concise introduction can make a lasting impression.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at Bluebridge.

We think you need these skills to ace Operations Analyst, Portfolio Management and Investment Solutions

Attention to Detail
Operational Management
Data Analysis
Portfolio Management
Excel Reporting
Financial Markets Knowledge
Communication Skills
Process Improvement
Project Support
Python
SQL
CRM Management
Trade Execution
Analytical Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Operations Analyst role. Highlight any relevant experience or skills that align with portfolio management and investment solutions. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in financial markets and operations. Let us know why you're excited about joining Bluebridge and how you can contribute to our success.

Showcase Your Attention to Detail: In this role, attention to detail is key. When writing your application, make sure to proofread for any typos or errors. We appreciate candidates who take pride in their work and demonstrate a disciplined approach.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can't wait to hear from you!

How to prepare for a job interview at BlueBridge Asset Management

✨Know Your Numbers

Brush up on your financial knowledge, especially around portfolio management and investment solutions. Be prepared to discuss market trends, structured products, and alternative investments. This will show your genuine interest and help you connect with the interviewers.

✨Master the Details

Since attention to detail is crucial for this role, practice articulating how you've managed data or processes in previous experiences. Use specific examples that highlight your disciplined approach and accuracy in handling operational tasks.

✨Show Your Proactive Side

Think of instances where you've identified opportunities for improvement in processes or systems. Be ready to share these examples during the interview to demonstrate your proactive mindset and willingness to take ownership of tasks.

✨Communicate Clearly

Prepare to showcase your written and verbal communication skills. You might be asked to explain complex concepts simply, so practice summarising your thoughts clearly and professionally. This will be key in a client-centric environment like Bluebridge.

Operations Analyst, Portfolio Management and Investment Solutions
BlueBridge Asset Management

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