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- Tasks: Support investment teams, ensure portfolio accuracy, and execute operational changes efficiently.
- Company: Leading investment management firm in the UK with a strong reputation.
- Benefits: Full-time role with competitive salary and opportunities for professional growth.
- Why this job: Join a dynamic team and play a key role in investment operations.
- Qualifications: Level 4 Diploma in Financial Planning and experience in investment operations required.
- Other info: Ideal for detail-oriented individuals with strong organisational skills.
The predicted salary is between 36000 - 60000 £ per year.
A leading investment management firm in the UK is looking for an experienced Investment Operations & Portfolio Oversight Specialist. This full-time role is essential in supporting investment colleagues, maintaining portfolio accuracy, and executing changes efficiently.
Candidates should possess a Level 4 Diploma in Financial Planning and relevant experience in investment operations or multi-asset oversight. Strong organisational skills and confidence with data tools are critical for success.
Portfolio Oversight & Investment Operations Lead in London employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Oversight & Investment Operations Lead in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Showcase your skills! Prepare a portfolio or case studies that highlight your experience in investment operations and multi-asset oversight. This will give you an edge during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your organisational skills and confidence with data tools, as these are key for the role.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly, ensuring it gets the attention it deserves. Don’t miss out on this opportunity!
We think you need these skills to ace Portfolio Oversight & Investment Operations Lead in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in investment operations and portfolio oversight. We want to see how your skills match the job description, so don’t be shy about showcasing your Level 4 Diploma in Financial Planning!
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. We love seeing enthusiasm and a clear understanding of how you can support our investment colleagues.
Showcase Your Organisational Skills: Since strong organisational skills are key for this position, give examples in your application that demonstrate how you've successfully managed multiple tasks or projects in the past. We want to know how you keep everything on track!
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’s super easy to do!
How to prepare for a job interview at Fram Search
✨Know Your Numbers
Make sure you brush up on your financial knowledge and data tools. Be prepared to discuss specific metrics or examples from your past experience that demonstrate your ability to maintain portfolio accuracy and execute changes efficiently.
✨Showcase Your Organisational Skills
Since strong organisational skills are critical for this role, think of examples where you've successfully managed multiple tasks or projects. Be ready to explain your methods for prioritising work and ensuring nothing slips through the cracks.
✨Understand the Company’s Investment Strategy
Do your homework on the firm’s investment philosophy and recent performance. This will not only show your interest but also allow you to ask insightful questions during the interview, demonstrating your engagement and understanding of the industry.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills in investment operations. Think about challenges you've faced in previous roles and how you overcame them, as this will help you articulate your thought process effectively.
