Portfolio Implementation Analyst Cambridge 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
