At a Glance
- Tasks: Lead the Equity Portfolio Services Group and ensure high-quality portfolio implementation support.
- Company: Join a leading financial services organisation with over 50 years of experience.
- Benefits: Comprehensive benefits, flexible working arrangements, and a focus on wellbeing.
- Other info: Inclusive culture encouraging diverse talent and excellent career development opportunities.
- Why this job: Make a real impact in a dynamic environment while driving continuous improvement.
- Qualifications: Strong understanding of equity investment processes and team management experience required.
The predicted salary is between 80000 - 100000 £ per year.
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.
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.
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.
- 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.
We offer a comprehensive benefits package, value wellbeing and support development. We provide flexible working arrangements to help balance work and life needs.
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.
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 in London 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 in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨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 tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your experience and how it relates to the role of Head of Equity PSG. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So go ahead, hit that apply button!
We think you need these skills to ace Head of Equity PSG, Europe in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Head of Equity PSG role. Highlight your understanding of equity investment processes and any relevant leadership experience to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you the perfect fit for leading the Equity Portfolio Services Group.
Showcase Your Team Leadership Skills:Since this role involves managing a team, be sure to include examples of how you've successfully led and developed teams in the past. We love to see candidates who can inspire and mentor others!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our 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 functions of the Portfolio Services Group. Brush up on key activities like order generation, cash management, and compliance checks, as these will likely come up in your interview.
✨Showcase Your Leadership Skills
As the Head of Equity PSG, you'll be leading a team. Be prepared to discuss your experience in managing and mentoring teams, and share examples of how you've fostered a high-performing environment. Highlight any initiatives you've led that improved team dynamics or performance.
✨Demonstrate Your Problem-Solving Abilities
Expect questions that assess your analytical skills and ability to handle complex issues. Prepare examples of past challenges you've faced in portfolio management or investment operations, and explain how you approached and resolved them.
✨Build Relationships with Stakeholders
Interpersonal skills are crucial for this role. Think about how you've successfully built relationships with various stakeholders in previous roles. Be ready to discuss your approach to stakeholder management and how you ensure effective communication across teams.
