Portfolio Implementation Analyst

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, 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. We see an opportunity to lead the way within our sector in relation to sustainability and responsible investing. We have set a target for our direct footprint to be Net Zero by 2030 and continue to enhance our approach to responsible investment, which includes offering a dedicated service for clients with values-based objectives.

We offer fulfilling careers in an inclusive culture that values diversity and ambition and rewards high performance. Our guiding principles underpin our culture and are at the heart of everything we do: 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. Collaboration and knowledge-sharing are important to us as a firm, and we value different ways of working. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days.

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.

Role 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.
• Providing active support to investment managers focussing on implementing investment decisions across strategies in a timely manner.
• Modelling 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.
• Working within the Central Implementation team to develop 'best practice' as the role develops.
• Under guidance of the senior team members, to 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, though experience within Transitions, Trade Support or Trade Operations would be considered.
• An understanding of the trade life cycle, especially with direct equity, bonds and mutual fund settlements.
• An understanding of portfolio cash management to avoid overdrafts.
• An ability to work to tight deadlines.
• Strong communication skills as the role will entail liaising between both front and back-office staff.
• Prior experience of portfolio implementation within an investment business.
• Good working with numbers and percentages.
• Attention to detail.
• Demonstrable knowledge of Microsoft Office.
• Experience working within Investment Management.