At a Glance
- Tasks: Support portfolio implementation and trading for investment products with a focus on timely execution.
- Company: Join Brooks Macdonald, a leading UK wealth management firm known for excellence.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Diverse team committed to equal opportunities and client success.
- Why this job: Make a real impact in investment management while developing your skills in a dynamic environment.
- Qualifications: Experience in portfolio management or trade support; strong communication and numerical skills required.
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 & Trade Support 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 & Trade Support Specialist in London
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, especially those at Brooks Macdonald. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to portfolio management and trade support. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Bring examples of how you've managed portfolios or supported trades in previous roles. Real-life stories can make you stand out and demonstrate your expertise.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Brooks Macdonald.
We think you need these skills to ace Portfolio Implementation & Trade Support Specialist in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant portfolio management or trade support experience you have, as this will show us you're a great fit for the role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about the role and how your background aligns with our needs. Be specific about your experience with investment management and how you can contribute to our team.
Showcase Your Communication Skills:Since the role involves liaising between different teams, make sure to demonstrate your strong communication skills in your application. Use clear and concise language to convey your points effectively.
Apply Through Our Website:We encourage you to apply directly through our website. This ensures your application is received promptly and allows us to process it efficiently. Plus, it’s the best way to stay updated on your application status!
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 knowledge will help you answer technical questions confidently.
✨Showcase Your Communication Skills
Since the role involves liaising between front and back-office staff, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles, especially in high-pressure situations.
✨Demonstrate Your Analytical Skills
Be ready to discuss how you handle numbers and percentages. You might be asked to analyse a portfolio or cash flow scenario, so practice explaining your thought process and calculations clearly.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to work under tight deadlines and manage multiple tasks. Think of specific instances where you successfully navigated similar challenges and be prepared to share those stories.
