At a Glance
- Tasks: Lead the implementation of portfolio changes and optimise trading strategies across multi-asset portfolios.
- Company: Join a leading investment firm managing £225 billion in client assets.
- Benefits: Enjoy competitive salary, annual bonus, generous leave, and private medical insurance.
- Other info: Dynamic role with opportunities for career growth and development.
- Why this job: Make a real impact in investment management while shaping innovative strategies.
- Qualifications: Extensive experience in investment implementation and strong knowledge of fund mechanics required.
The predicted salary is between 70000 - 90000 £ per year.
About the role: At SJP, we manage £225 billion of client assets across three delivery channels. The Portfolio and Trade Implementation Specialist leads the end‑to‑end implementation agenda, translating investment intent into portfolio reality with minimum friction and cost. Reporting to the Director of Investment Solutions, you will shape the implementation framework across all channels.
Proprietary Fund Range Implementation
- Lead the end‑to‑end implementation of portfolio changes across the UK’s largest proprietary fund range
- Oversee fund dealing, subscriptions/redemptions, and in‑specie transfers, ensuring optimal sequencing and minimal market impact
- Lead manager and SMA transitions, including transition risk, liquidity planning, and execution timing
- Drive cost awareness, incorporating swing pricing, dilution levies, and transaction costs into implementation decisions
- Identify and execute internal netting opportunities to reduce external trading costs
- Maintain a liquidity framework to support accurate implementation timelines
- Own implementation of model portfolio changes across large client populations
- Lead execution sequencing across funds and single securities, optimising dealing timelines and cash deployment
- Establish robust governance processes
- Define and oversee rebalancing policy, balancing tracking accuracy with cost efficiency
- Lead multi‑asset execution strategy across bespoke client portfolios (equities, fixed income, FX, derivatives, structured products, and private markets)
- Define pre‑trade execution strategy, including order sequencing, sizing, timing, and urgency
- Build a cross‑portfolio order‑crossing framework to optimise internal liquidity
- Coordinate execution with FX exposure management and hedging requirements
Counterparty Governance & Execution Quality
- Develop post‑trade cost analysis capability across all asset classes and delivery channels
- Own relationships with fund managers, brokers, platforms, and FX providers, ensuring best‑in‑class commercial terms and service
Systems, Platforms & Operating Model
- Lead evaluation and selection of OMS / PMS and execution platforms
- Assess EMS and direct market access capability for growing bespoke portfolios
- Define and deliver a target operating model and implementation roadmap
- Provide strategic recommendations to senior leadership
About you:
- Extensive experience in investment implementation, fund management operations, or execution within a large‑scale asset or wealth management environment
- Strong knowledge of fund‑of‑fonds, manager‑of‑managers, and multi‑vehicle structures, including underlying funds and SMAs
- Deep understanding of fund dealing mechanics, including subscriptions/redemptions, in‑specie transfers, dealing timelines, NAV pricing, swing pricing, and dilution levies
- Proven experience leading portfolio changes and transitions, including sequencing, multi‑vehicle coordination, and tracking error control
- Experience with model portfolio implementation and rebalancing governance across large client account populations
- Broad multi‑asset knowledge spanning funds, equities, fixed income, FX, and derivatives
- Strong stakeholder management and ability to operate within a complex, cross‑functional environment
- Experience in transition management, including multi‑asset and multi‑vehicle transitions
- Knowledge of FX overlay management and hedging frameworks
- Experience negotiating with fund managers, administrators, or platform providers
- Experience supporting private markets implementation (e.g. capital calls, liquidity planning)
Special Requirements: This position is a Certification role under the Senior Managers and Certification Regime.
Benefits
We reward you for the work you do through a discretionary annual bonus scheme and competitive annual leave (28 days plus bank holidays, with an option to purchase an additional 5 days). We also offer a range of benefits to support you at every stage of life.
- Competitive parental leave (26 weeks full pay)
- Private medical insurance (optional taxable benefit)
- Non‑contributory pension – 10% (up to 15% with length of service) plus further pension matching
Reasonable Adjustments We are an equal opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know.
Portfolio and Trade Implementation Specialist (Multi-Asset) employer: St. James's Place
At SJP, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. Our commitment to employee growth is evident through comprehensive training programmes and a supportive environment that encourages career advancement. With competitive benefits, including generous parental leave and a robust pension scheme, we ensure our team members are well-supported both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio and Trade Implementation Specialist (Multi-Asset)
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We think you need these skills to ace Portfolio and Trade Implementation Specialist (Multi-Asset)
Some tips for your application 🫡
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✨Brush Up on Financial Analysis Skills
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