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 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 across the UK, our firm not only prioritises investment performance and client service but also champions inclusivity and equal opportunities for all employees.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Implementation & Trade Support 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 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 makes perfect! Do mock interviews with friends or use online resources to refine your answers. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. Plus, it shows initiative and enthusiasm!
We think you need these skills to ace Portfolio Implementation & Trade Support Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Portfolio Implementation & Trade Support Specialist role. Highlight relevant experience in portfolio management and any specific skills that match the job description. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Skills:Don’t forget to highlight your strong communication skills and ability to work under tight deadlines. Mention any experience with Microsoft Office and your understanding of the trade lifecycle, as these are key for us.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Brooks Macdonald
✨Know Your Portfolio Basics
Make sure you brush up on your knowledge of portfolio management and the trade lifecycle. Understanding how direct equity, bonds, and mutual fund settlements work will give you a solid foundation to discuss during the interview.
✨Showcase Your Communication Skills
Since this role involves liaising between front and back-office staff, be prepared to demonstrate your strong communication skills. Think of examples where you've effectively communicated complex information or resolved misunderstandings in a team setting.
✨Be Ready for Technical Questions
Expect questions that test your understanding of cash management and asset allocation. Prepare to discuss how you would monitor portfolios and ensure compliance with internal and regulatory parameters, as this is crucial for the role.
✨Demonstrate Your Ability to Work Under Pressure
This position requires working to tight deadlines, so come equipped with examples of how you've successfully managed time-sensitive tasks in the past. Highlight any experiences where you maintained accuracy while under pressure.
