Referment, a technology-driven discretionary fund management business serving UK financial advisers, seeks a hands-on Investment Operations professional. You will implement, maintain and support the model portfolio service across investment platforms in a fast-paced, tech-led environment.
Key duties include running the day-to-day operation of discretionary model portfolios, designing and improving operations processes, administering client portfolios with cash management and rebalancing,
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Discretionary Model Portfolio Operations Specialist employer: Referment
Referment is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Finance Director, you will not only lead the finance function but also play a pivotal role in shaping the company's growth trajectory, with ample opportunities for professional development and advancement. Located in a vibrant B2B technology hub, the company provides a supportive environment where your contributions are valued and rewarded.
