At a Glance
- Tasks: Support portfolio implementation and trading for investment services, ensuring timely execution.
- Company: Join one of the UK's top wealth management firms with a strong local presence.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Diverse team environment promoting equal opportunities for all applicants.
- Why this job: Make a real impact in investment management while developing your skills.
- Qualifications: Experience in portfolio management or trade support; strong communication and numerical skills.
The predicted salary is between 35000 - 45000 £ per year.
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, listed on the main market and recognised for investment performance and client service. We offer leading multi‑asset investment services to intermediaries, and high‑quality financial planning advice to private clients, benefitting from a strong local presence across the UK.
Role Overview
To provide day‑to‑day portfolio implementation and trading support to the Investment Products and Services that sit under the oversight of the CIO & Research team, reporting to the Director of Central Implementation who oversees this process.
Responsibilities
- Provide implementation support to the Managed Portfolio Service (MPS), MPS on Platform, AIM Service, Risk Managed & Blueprint Funds and the BPS Investment Teams regarding bulk trading.
- Provide active support to investment managers focusing on implementing investment decisions across strategies in a timely manner.
- Model investment views across a range of portfolios and portfolio types including Brooks Macdonald’s custody, third‑party platforms and funds.
- Oversight of cash flows, monitoring asset allocations and ensuring portfolios are managed within appropriate internal and regulatory parameters.
- Participate and actively engage in your performance management process to attain and maintain competence within your role.
- Comply with applicable rules and regulations as stated by the regulator and set out in our internal policies.
- Work within the Central Implementation team to develop 'best practice' as the role develops.
- Under guidance of senior team members, document, update and review working processes and approach.
Knowledge, Skills and Experience
- Some experience within portfolio management (Implementation, Fund Manager Assistant, Investment Desk Assistant) preferable; experience in transitions, trade support or trade operations would also be considered.
- An understanding of the trade lifecycle, especially with direct equity, bonds and mutual fund settlements.
- An understanding of portfolio cash management to avoid overdrafts.
- Ability to work to tight deadlines.
- Strong communication skills, as the role will entail liaising between front and back‑office staff.
- Prior experience of portfolio implementation within an investment business.
- Good working with numbers and percentages.
- Demonstrable knowledge of Microsoft Office.
- Experience working within investment management.
We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring the best outcomes for our clients. We are committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
Portfolio Implementation Specialist in London employer: Brooks Macdonald
Brooks Macdonald is an excellent employer, offering a dynamic work culture in the heart of Edinburgh that values collaboration and professional growth. With a commitment to employee development, you will have access to ongoing training and mentorship opportunities, all while enjoying the flexibility of a hybrid work model that promotes work-life balance. Join us to be part of a supportive team that prioritises excellence and client engagement.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Implementation Specialist in London
✨Tip Number 1
Network like a pro! Reach out to folks 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 practising common questions and scenarios related to portfolio management. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio or case studies that highlight your experience in portfolio implementation and trading support. This will give you an edge and demonstrate your hands-on knowledge.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Brooks Macdonald.
We think you need these skills to ace Portfolio Implementation Specialist in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Portfolio Implementation Specialist. Highlight any relevant experience in portfolio management or trade support, and don’t forget to showcase your strong communication skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about investment management and how your background aligns with our needs. Keep it concise but impactful!
Showcase Your Skills:We want to see your numbers game! If you’ve got experience with cash management or understanding the trade lifecycle, make sure to highlight that. It’s all about showing us you can handle the nitty-gritty of the role.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Brooks Macdonald
✨Know Your Portfolio Basics
Make sure you brush up on your understanding of portfolio management and the trade lifecycle. Familiarise yourself with concepts like direct equity, bonds, and mutual fund settlements. This will show that you're not just interested in the role but also have a solid grasp of the fundamentals.
✨Demonstrate Your Communication Skills
Since the role involves liaising between front and back-office staff, practice articulating your thoughts clearly. You might want to prepare examples of how you've effectively communicated in past roles, especially in high-pressure situations. This will highlight your ability to work collaboratively.
✨Showcase Your Analytical Skills
Be ready to discuss your experience with numbers and percentages. You could be asked to analyse a hypothetical portfolio scenario, so practice explaining your thought process. This will demonstrate your analytical capabilities and your comfort with financial data.
✨Prepare for Regulatory Questions
Familiarise yourself with the relevant rules and regulations that govern portfolio management. Be prepared to discuss how you ensure compliance in your work. This shows that you take regulatory matters seriously and understand their importance in the investment industry.
