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For Companies At a Glance
- Tasks: Monitor portfolios, implement trades, and enhance data quality in investment operations.
- Company: Join a leading investment management firm with a focus on innovation.
- Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact in investment operations while developing your financial expertise.
- Qualifications: Level 4 Diploma in Financial Planning and experience in investment operations required.
- Other info: Work from anywhere in the UK and enjoy a dynamic team environment.
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 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. Applicants must have the right to work in the UK.
Responsibilities
- Monitor portfolios for drift, breaches, and suitability.
- Prepare and validate rebalancing instructions.
- Implement trades across multiple platforms and custodians.
- Interact regularly with providers and systems teams.
- Participate in transitions and the operational elements of updating underlying securities and funds.
- Contribute to investment reporting, performance summaries, and due diligence materials.
- Help strengthen data quality and workflow efficiency.
Qualifications
- Level 4 Diploma in Financial Planning or equivalent.
- Experience in portfolio implementation, investment operations, or multi-asset oversight.
- Strong organisational skills and a keen eye for accuracy.
- Confidence using investment systems and data tools.
- Ability to manage varied workflows and work autonomously.
Seniority level Mid-Senior level
Employment type Full-time
Job function Analyst and Finance
Industries Investment Management and Financial Services
Investment Operations & Portfolio Oversight Specialist in London 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 London
✨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. A friendly chat can lead to insider info about roles that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of portfolio oversight and operational processes. We recommend practising common interview questions and scenarios related to investment operations, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that Investment Operations & Portfolio Oversight Specialist role. We make it easy for you to showcase your skills and experience directly to the hiring team!
We think you need these skills to ace Investment Operations & Portfolio Oversight Specialist in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Operations & Portfolio Oversight Specialist role. Highlight your Level 4 qualifications and relevant experience in portfolio implementation and investment operations. We want to see how your skills match 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 passionate about investment management and how your background makes you a great fit for this role. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Organisational Skills: Since strong organisational skills are key for this position, make sure to provide examples of how you've managed varied workflows in the past. We want to know how you keep everything on track and ensure accuracy across portfolios!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our platform!
How to prepare for a job interview at Fram Search
✨Know Your Numbers
Make sure you brush up on your financial knowledge, especially around portfolio management and investment operations. Be ready to discuss specific metrics or examples from your past experience that demonstrate your ability to monitor portfolios and ensure accuracy.
✨Showcase Your Systems Savvy
Since the role involves interacting with various investment systems and data tools, be prepared to talk about your experience with these platforms. Highlight any specific software you've used and how it helped improve workflow efficiency in your previous roles.
✨Demonstrate Organisational Skills
This position requires strong organisational skills, so come equipped with examples of how you've managed varied workflows in the past. Discuss any strategies you’ve implemented to keep tasks on track and ensure nothing slips through the cracks.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to portfolio oversight and operational processes. This shows your genuine interest in the role and helps you gauge if the company aligns with your career goals.
