At a Glance
- Tasks: Execute and implement model portfolios while collaborating with investment managers.
- Company: Respected wealth management firm in Cambridge, focused on portfolio operations.
- Benefits: Career growth opportunities and a chance to work with innovative investment strategies.
- Other info: Dynamic role with opportunities for process improvement and skill development.
- Why this job: Join a specialist team and make a real impact on client portfolios.
- Qualifications: CISI Level 3 required; experience in investment operations preferred.
The predicted salary is between 30000 - 40000 £ per year.
We're recruiting on behalf of a highly respected, privately owned wealth management firm based in Cambridge. This is a fantastic opportunity for an investment professional looking to build a career at the heart of portfolio operations.
You'll sit within a specialist investment team, taking direct responsibility for the execution and implementation of model portfolios across a range of centralised investment propositions — including MPS, PPS, FOF, MAF and ESG strategies. Working closely with Investment Managers, you'll ensure portfolios are rebalanced efficiently, accurately and in line with each client's objectives.
- Monitor portfolio drift and flag discrepancies to the investment team
- Support the development and maintenance of portfolio analytics and performance reporting using Excel and VBA
- Assist with new client onboarding and account set-up
- Contribute to process improvement initiatives within the investment operations function
CISI Level 3 (essential)
Experience in a portfolio management, investment operations or DFM support role
Intermediate to advanced Excel skills; VBA an advantage
Asset Management: Investment Operations Analyst in Cambridge employer: Cameron Kennedy
Join a highly respected, privately owned wealth management firm in Cambridge, where you will thrive in a collaborative and innovative work culture that prioritises employee growth and development. With a focus on portfolio operations, you'll have the opportunity to work closely with experienced investment professionals, contributing to meaningful projects while enjoying a supportive environment that values your contributions and encourages continuous learning.
