At a Glance
- Tasks: Execute and implement model portfolios while collaborating with investment managers.
- Company: Respected wealth management firm in Cambridge with a focus on portfolio operations.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for growth and process improvement in a supportive setting.
- Why this job: Join a specialist team and make a real impact in investment operations.
- Qualifications: CISI Level 3 required; experience in portfolio management preferred.
The predicted salary is between 35000 - 45000 £ 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.
The Role
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.
Key Responsibilities
- Execute trades across model portfolios on platforms including AJ Bell and Avaloq
- Rebalance portfolios in response to market movements, cashflows and mandate changes
- 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
What We're Looking For
- CISI Level 3 (essential)
- Experience in a portfolio management, investment operations or DFM support role
- Intermediate to advanced Excel skills; VBA an advantage
- Familiarity with Avaloq or AJ Bell platforms desirable
- Strong attention to detail and a methodical approach
- Degree educated or equivalent professional qualification
Portfolio Implementation 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 dynamic work culture that prioritises employee growth and development. With a focus on innovation and excellence, this firm offers unique opportunities to engage with cutting-edge investment strategies while enjoying a supportive environment that values your contributions and encourages professional advancement.
