At a Glance
- Tasks: Lead the implementation of client investment strategies and enhance portfolio management processes.
- Company: Join TPT Retirement Solutions, a top UK workplace pension provider with 80 years of experience.
- Benefits: Competitive salary, career development opportunities, and a chance to make a real impact.
- Other info: Dynamic role with opportunities for travel and professional growth.
- Why this job: Shape the future of pension schemes and work with innovative technology in a collaborative environment.
- Qualifications: Experience in investment management and strong analytical skills required.
The predicted salary is between 54000 - 66000 £ per year.
TPT Investment Management is looking for an experienced Head of Portfolio Implementation to lead the implementation of client investment strategies.
The role is responsible for ensuring that investment decisions are implemented through efficient portfolio monitoring, rebalancing, asset transitions and effective governance.
Working with a wide range of teams across the business, including Investment Management, Investment Operations, Client Management and Business Development, you’ll help ensure strategies are delivered accurately, effectively and with strong risk controls.
This is an FCA Certified Role.
You will be responsible for: Leading the portfolio implementation function, fostering a culture of continuous improvement across systems and processes Be responsible for monitoring and rebalancing across client portfolios and TPT Funds.
Owning, maintaining and enhancing portfolio management, monitoring and analytics tools.
Identifying opportunities to improve implementation efficiency through automation and process improvements.
Planning and delivering asset transitions for new and existing clients.
Ensuring portfolio data, processes and controls are robust, documented and applied consistently.
Oversight of the implementation framework, including error prevention and root cause analysis.
Working with internal teams and external advisers on liability benchmark construction and implementation.
Supporting client, consultant and prospect discussions, including due diligence, research exercises and pitches.
Keeping your knowledge current and sharing learning with colleagues.
What we’re looking for: You’ll bring investment and pensions experience from an investment manager, fiduciary manager or in-house occupational pension scheme, with a strong understanding of portfolio implementation, trade execution, monitoring, asset transitions and pension scheme investment strategies.
You’ll also be able to show: Experience implementing multi-asset portfolios across a range of investment strategies Experience of managing liability portfolios, constructing liability hedging solutions and rebalancing portfolios against pre‑agreed strategic asset allocations.
Experience overseeing asset transitions involving multiple interested parties, including custodians, investment managers and platforms Strong risk management, critical reasoning and numerical skills.
Clear written and verbal communication, including the ability to explain complex implementation activity.
Confidence using Excel, Microsoft Office and industry standard portfolio management systems.
A proactive, curious and independent approach to problem solving.
The ability to manage priorities, meet deadlines and build effective stakeholder relationships internally and externally.
Educated to degree level or equivalent experience is required for this role.
This role may involve traveling to attend client or intra-group meetings, including travelling to Leeds where TPT has its head office.
The Company TPT Retirement Solutions (TPT) is one of the UK’s leading providers of workplace pensions with 80 years’ experience of managing defined benefit and defined contribution pension schemes.
It has £11.4 billion of assets under management (as at 30 September 2025) and 490,000 members.
TPT’s mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future.
They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide.
TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members. #J-18808-Ljbffr
Head of Portfolio Implementation in London employer: TPT Investment Management
TPT Investment Management is an excellent employer for those seeking a dynamic and inclusive work environment in the heart of London. With a strong focus on employee growth, we offer opportunities for professional development and collaboration within a supportive team. Our hybrid working model ensures flexibility while fostering a culture of innovation and commitment to responsible investment practices.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Portfolio Implementation in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like TPT Investment Management, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like TPT Investment Management.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like TPT Investment Management.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including TPT Investment Management, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Head of Portfolio Implementation in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like TPT Investment Management want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to TPT Investment Management.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at TPT Investment Management will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to TPT Investment Management. Numbers speak louder than words!
How to prepare for a job interview at TPT Investment Management
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like TPT Investment Management want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withTPT Investment Management.
