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- Tasks: Support portfolio oversight and implementation with data-driven analysis.
- Company: Join a leading investment management firm with a focus on innovation.
- Benefits: Enjoy a competitive salary, bonuses, and remote work flexibility.
- Why this job: Make a real impact in investment processes while developing your skills.
- Qualifications: Must be Level 4 qualified with experience in investment operations.
- Other info: Work remotely from anywhere in the UK with great career growth potential.
The predicted salary is between 42000 - 58000 £ per year.
Remote (UK-Based) Salary: £50K + bonus and benefits
Fram is working with an investment management firm that is looking to engage with an experienced and Level 4 qualified investment professional to support the CIO and Deputy CIO across portfolio oversight, implementation, and data-driven analysis. The position carries significant operational responsibility and is central to ensuring accuracy and consistency across the firm’s investment processes. The role can be based anywhere in the UK.
The work involves:
- Monitoring portfolios for drift, breaches, and suitability
- Preparing and validating rebalancing instructions
- Implementing trades across platforms and custodians
- Ongoing involvement in the operational elements of portfolio changes, including transitions and updates to underlying securities and funds
The successful individual will also contribute to:
- Investment reporting
- Performance summaries
- Due diligence materials
- Supporting improvements to data quality, system workflows, and automation tools
This role interacts widely across the business, working closely with investment leadership, client-facing teams, and operations colleagues to maintain a high standard of control and insight. This may appeal to someone with experience in portfolio implementation, multi-asset oversight, or investment operations who enjoys combining technical analysis with detailed process work.
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.
Portfolio Implementation Analyst employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Implementation Analyst
✨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 openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and portfolio management skills. We recommend practising common interview questions related to portfolio oversight and implementation, so you can showcase your expertise with confidence.
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, make sure to highlight your Level 4 qualification and relevant experience in your cover letter. Show us how your skills align perfectly with the role of Portfolio Implementation Analyst.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Portfolio Implementation Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Implementation Analyst role. Highlight your Level 4 qualifications and any relevant experience in investment management, portfolio oversight, or data analysis. 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 this role and how your background makes you a perfect fit. Don’t forget to mention your organisational skills and experience with investment systems – we love that stuff!
Showcase Your Technical Skills: Since this role involves a lot of technical analysis and data tools, make sure to showcase your proficiency in these areas. Whether it's through specific projects or tools you've used, let us know how you can contribute to improving our data quality and workflows.
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 us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Fram Search
✨Know Your Numbers
As a Portfolio Implementation Analyst, you'll be dealing with data and numbers all day. Brush up on your financial metrics and portfolio performance indicators. Be ready to discuss how you've used data-driven analysis in past roles to support decision-making.
✨Showcase Your Organisational Skills
This role requires strong organisational skills, so prepare examples that highlight your ability to manage multiple tasks effectively. Think about times when you successfully monitored portfolios or implemented trades while ensuring accuracy and consistency.
✨Familiarise Yourself with Investment Systems
Since the job involves using investment systems and data tools, make sure you're comfortable discussing any relevant software you've used. If you have experience with specific platforms or automation tools, be ready to share how they helped improve processes in your previous roles.
✨Engage with the Team Dynamics
This position interacts widely across the business, so demonstrate your teamwork skills. Prepare to talk about how you've collaborated with different teams, such as investment leadership or client-facing colleagues, to achieve common goals and maintain high standards of control.
