At a Glance
- Tasks: Support portfolio implementation and trading for investment products with a focus on timely execution.
- Company: Join one of the UK's leading wealth management firms known for performance and client service.
- 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 Specialist employer: Brooks Macdonald
Brooks Macdonald Group plc is an exceptional employer, offering a dynamic work environment that fosters professional growth and development within the wealth management sector. With a strong commitment to employee well-being, we provide comprehensive training opportunities and a collaborative culture that values diverse perspectives, ensuring that every team member can thrive in their role. Located in the heart of the UK, our firm not only prioritises investment performance but also champions a supportive atmosphere where employees are encouraged to excel and contribute meaningfully to client success.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Implementation Specialist
✨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 Brooks Macdonald Group and understanding their investment strategies. Tailor your answers to show how your skills align with their needs, especially in portfolio implementation.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online resources to refine your responses. Focus on articulating your experience in portfolio management and trading support.
✨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 the team at Brooks Macdonald.
We think you need these skills to ace Portfolio Implementation Specialist
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 pressure and meet tight deadlines.
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. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Brooks Macdonald
✨Know Your Portfolio Basics
Brush up on your understanding of portfolio management and the trade lifecycle. Be ready to discuss how you would support investment managers in implementing their decisions, especially regarding direct equity, bonds, and mutual fund settlements.
✨Showcase Your Communication Skills
Since this 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 under tight deadlines.
✨Demonstrate Your Analytical Skills
Be prepared to discuss your experience with numbers and percentages. You might be asked to analyse a scenario or provide insights on cash flow management, so brush up on your quantitative skills before the interview.
✨Familiarise Yourself with Best Practices
Research best practices in portfolio implementation and trading support. Be ready to share your thoughts on how you can contribute to developing these practices within the Central Implementation team at Brooks Macdonald.
