At a Glance
- Tasks: Lead the Equity Portfolio Services Group and enhance portfolio implementation processes.
- Company: A leading financial services organisation with a strong commitment to inclusivity.
- Benefits: Comprehensive benefits, flexible working arrangements, and a focus on wellbeing.
- Other info: Join a collaborative team and drive strategic change initiatives in the equity business.
- Why this job: Make a significant impact in a dynamic environment while developing your leadership skills.
- Qualifications: Experience in investment management and strong team leadership skills required.
The predicted salary is between 80000 - 100000 £ per year.
Department: Portfolio Support Group, IM Services
Location: London
Reports To: Head of IM Services
Level: Associate Director
Overview: We’re proud to have been helping our clients build better financial futures for over 50 years. By working together across the world, we support each other and our clients. We are proud of our inclusive culture and encourage applications from the widest mix of talent, regardless of age, gender, ethnicity, sexual orientation, gender identity, social background and more.
About Your Team: The Portfolio Services Group (PSG) supports UK and European Equity Portfolio Managers with the implementation of their portfolios, including retail and institutional equity portfolios and funds of funds. The PSG function forms part of the Asset Management CAO team, based in London.
About Your Role: PSG plays a critical role in enabling efficient, accurate and controlled portfolio implementation, working closely with the European Investment team, including portfolio management, trading, research and product management, across day‑to‑day activities and change initiatives. The Head of Equity PSG has overall responsibility and accountability for leading the PSG function, overseeing day‑to‑day portfolio services, and driving the ongoing evolution of the operating model to support increasing scale, complexity and regulatory requirements. This includes enhancing processes, strengthening controls, and partnering with Technology to ensure systems and data frameworks effectively support the investment process.
Key Responsibilities:
- Lead and manage the Equity Portfolio Services Group, ensuring high-quality, consistent delivery of portfolio implementation support to Equity Portfolio Managers.
- Oversee core PSG activities including order generation, cash management, pre‑trade compliance checks, portfolio monitoring and corporate action processing.
- Ensure effective support and management for portfolio lifecycle events including fund launches, terminations, restructures, transitions and new market activity.
- Maintain a strong service‑oriented culture, proactively managing the needs of Portfolio Managers and senior stakeholders.
- Lead, develop, mentor and train the Equity PSG team, ensuring a high-performing and collaborative environment.
- Drive continuous improvement in PSG processes to enhance efficiency, scalability and risk management.
- Partner closely with Investment Compliance, Risk and other oversight functions to maintain a strong control environment.
- Oversee the identification, escalation and resolution of issues impacting portfolio implementation.
- Ensure PSG activities are aligned with internal policies, procedures and audit requirements.
- Represent PSG and the Equity Investment team in business and technology change initiatives.
- Lead or support broader strategic change initiatives impacting the Equity business.
- Work closely with Technology teams to define requirements, support prioritisation and contribute to the evolution and optimisation of investment systems.
- Support testing, implementation and embedding of system enhancements and new capabilities.
- Develop and maintain strong relationships with key stakeholders across Investment Management and wider business functions, including Transaction Management Services, Corporate Actions, Cash & Control, Fund Accounting and Product Delivery.
Experience and Qualifications Required:
- Strong understanding of the equity investment process, including trading workflows and investment‑related functions, and knowledge of related operational support functions.
- Good knowledge of investment systems and data environments (e.g. Charles River or similar order management systems).
- Experience within investment management, ideally in portfolio services, trading support, investment operations or a related function.
- Demonstrated experience managing or leading a team within a front‑office aligned environment.
- Experience working on business and/or technology change initiatives.
- High degree of interpersonal, influencing and stakeholder management skills, with the ability to build and maintain relationships across all levels of the organisation.
- Strong analytical and problem‑solving skills with high attention to detail.
- Ability to operate effectively in a fast‑paced, multi‑stakeholder environment.
- Proactive, adaptable and delivery‑focused with a “can do” attitude.
- Educated to degree level ideally, IMC required (or willingness to complete).
- Significant relevant experience within the asset management or broader financial services industry.
Benefits:
We offer a comprehensive benefits package, value wellbeing and support development. We provide flexible working arrangements to help balance work and life needs. For more about our approach to dynamic working, visit the careers page.
Regulatory and Legal Information:
As an international financial services organisation, this position is in scope of FCA and/or PRA regulations and their Individual Conduct Rules (COCON). Training on COCON is provided, and further information can be found in the Employment Handbook.
Required Background Checks:
DBS Check required for all SMCR roles. A recorded line is required for roles in scope of SMCR or K&C.
Head of Equity PSG, Europe employer: Fidelity International
As a leading player in the financial services sector, we pride ourselves on fostering an inclusive and collaborative work culture that empowers our employees to thrive. Located in the heart of London, the Head of Equity PSG role offers not only competitive benefits and flexible working arrangements but also significant opportunities for professional growth and development within a dynamic team dedicated to excellence in portfolio management. Join us to be part of a company that values your contributions and supports your career aspirations while making a meaningful impact in the financial futures of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Equity PSG, Europe
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those in asset management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you show them you're not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your pitch! Be ready to explain why you're the perfect candidate for the Head of Equity PSG role. Highlight your experience in portfolio services and your leadership skills to make a lasting impression.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our awesome team at StudySmarter.
We think you need these skills to ace Head of Equity PSG, Europe
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Head of Equity PSG role. Highlight your experience in equity investment processes and any relevant operational support functions. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your leadership experience and how you've driven improvements in previous roles.
Showcase Your Team Management Skills:Since this role involves leading a team, make sure to highlight your experience in managing and mentoring others. We love seeing candidates who can foster a collaborative environment and drive performance!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our awesome team!
How to prepare for a job interview at Fidelity International
✨Know Your Portfolio Services Inside Out
Make sure you have a solid understanding of the equity investment process and the specific responsibilities of the Portfolio Services Group. Brush up on trading workflows, order management systems like Charles River, and how they relate to portfolio implementation. This knowledge will help you demonstrate your expertise and show that you're ready to lead the team.
✨Showcase Your Leadership Skills
As the Head of Equity PSG, you'll be leading a team, so it's crucial to highlight your experience in managing and mentoring others. Prepare examples of how you've developed high-performing teams in the past and how you foster a collaborative environment. This will reassure them that you can maintain a strong service-oriented culture.
✨Prepare for Change Initiatives
Since this role involves driving business and technology change initiatives, be ready to discuss your experience with similar projects. Think about specific challenges you've faced, how you approached them, and the outcomes. This will show that you can navigate the complexities of evolving operational models effectively.
✨Build Relationships with Stakeholders
Strong interpersonal skills are key for this position. Be prepared to talk about how you've built and maintained relationships with various stakeholders in previous roles. Highlight your influencing skills and how you've managed expectations across different levels of an organisation, as this will be vital for success in the role.
