Evelyn Partners in Bristol is seeking a Portfolio Implementation Analyst to support the integration of model portfolios into client portfolios, ensuring alignment with investment strategy while respecting client, system and product constraints.
You will work closely with Portfolio Management and investment managers to understand target states, monitor portfolio suitability, and help manage risk and compliance across discretionary mandates, contributing to the commercial team.
#J-18808-LjbffrPortfolio Implementation Specialist in Bristol employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
