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- Tasks: Support investment teams with portfolio oversight and operational processes.
- Company: Leading investment management firm with a focus on accuracy and efficiency.
- Benefits: Flexible working arrangements, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact in investment operations while developing your skills in a dynamic environment.
- Qualifications: Level 4 qualified in Financial Planning and experience in investment operations.
- Other info: Work remotely from anywhere in the UK with a collaborative team.
The predicted salary is between 36000 - 60000 £ per year.
Fram is working with an investment management firm that is looking to engage with an experienced and Level 4 qualified investment professional to support investment colleagues across portfolio oversight, implementation, and operational investment processes. The position plays an important role in maintaining accuracy across portfolios and ensuring a consistent approach to how changes are executed and recorded. The role can be based anywhere in the UK.
The work involves monitoring portfolios for drift, breaches, and suitability, preparing and validating rebalancing instructions, and implementing trades across multiple platforms and custodians. There is regular interaction with providers and systems teams, along with involvement in transitions and the operational elements of updating underlying securities and funds.
The successful individual will contribute to investment reporting, performance summaries, and due diligence materials, while helping to strengthen data quality and workflow efficiency. The role works closely with investment leadership, operations colleagues, and client-facing teams, and suits someone who enjoys combining technical knowledge with detailed process oversight.
This may appeal to someone with experience in portfolio implementation, investment operations, or multi asset oversight who is comfortable managing varied workflows and working with autonomy. Strong organisational skills, accuracy, and confidence using investment systems and data tools will be important, together with the Level 4 Diploma in Financial Planning or equivalent.
Applicants must have the right to work in the UK.
Investment Operations & Portfolio Oversight Specialist in Leeds employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations & Portfolio Oversight Specialist in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of portfolio oversight processes. Be ready to discuss how you've handled similar tasks in the past, as this will show your potential employer that you’re the right fit for the role.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and experience directly to the hiring team, so don’t miss out on that advantage.
We think you need these skills to ace Investment Operations & Portfolio Oversight Specialist in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 qualifications and any relevant experience in investment operations or portfolio oversight to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific examples of how you've contributed to investment reporting or improved workflow efficiency in previous roles.
Showcase Your Technical Skills: Since the role involves using investment systems and data tools, don’t forget to mention your technical skills. Let us know about any platforms or tools you’re familiar with that could help in monitoring portfolios and executing trades.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Fram Search
✨Know Your Numbers
Make sure you brush up on your investment knowledge, especially around portfolio oversight and operational processes. Be ready to discuss specific examples of how you've monitored portfolios for drift or breaches in the past.
✨Showcase Your Organisational Skills
This role requires strong organisational skills, so prepare to share how you've managed varied workflows. Think of a time when you had to juggle multiple tasks and how you ensured accuracy and efficiency in your work.
✨Familiarise Yourself with Investment Systems
Since you'll be working with different platforms and custodians, it’s crucial to demonstrate your confidence in using investment systems and data tools. If you have experience with specific software, mention it and explain how it helped you in your previous roles.
✨Engage with the Team
This position involves regular interaction with various teams, so be prepared to discuss how you collaborate with others. Share examples of how you've worked closely with investment leadership or client-facing teams to enhance workflow efficiency and data quality.
