Portfolio Implementation Analyst

Portfolio Implementation Analyst Cambridge We’re recruiting on behalf of a highly respected, privately owned wealth management firm based in Cambridge. This is a fantastic opportunity for an investment professional looking to build a career at the heart of portfolio operations.The RoleYou’ll sit within a specialist investment team, taking direct responsibility for the execution and implementation of model portfolios across a range of centralised investment propositions - including MPS, PPS, FOF, MAF and ESG strategies. Working closely with Investment Managers, you’ll ensure portfolios are rebalanced efficiently, accurately and in line with each client’s objectives.Key ResponsibilitiesExecute trades across model portfolios on platforms including AJ Bell and AvaloqRebalance portfolios in response to market movements, cashflows and mandate changesMonitor portfolio drift and flag discrepancies to the investment teamSupport the development and maintenance of portfolio analytics and

performance reporting using Excel and VBAAssist with new client onboarding and account set-upContribute to process improvement initiatives within the investment operations functionWhat We’re Looking ForCISI Level 3 (essential)Experience in a portfolio management, investment operations or DFM support roleIntermediate to advanced Excel skills; VBA an advantageFamiliarity with Avaloq or AJ Bell platforms desirableStrong attention to detail and a methodical approachDegree educated or equivalent professional qualification