Discretionary Construction Associate

NatWest Group; City of Westminster; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services company in the United Kingdom is seeking a Discretionary Construction Associate to enhance client investment portfolios. This role focuses on ensuring compliance with legal and regulatory standards while managing fund and security changes. Collaboration with portfolio and wealth managers is key. If you have strong relationship building skills and data management capabilities, and you're passionate about creating value in the financial landscape, this opportunity is for you. The role is hybrid, allowing work from home and office days.

Qualifications

• Excellent relationship building and interpersonal skills.
• Strong data management and analysis capabilities.
• Ability to translate knowledge into valuable recommendations.

Responsibilities

• Ensure compliant construction of client investment portfolios.
• Manage fund and security level changes to client portfolios.
• Support client requests for all client portfolios.

Skills

Relationship building

Interpersonal skills

Data management

Data analysis

Job description

Join us as a Discretionary Construction Associate

• This is an opportunity to add value and deliver lasting results as you drive a consistent and accurate client-driven construction of all existing and future client portfolios
• We’ll look to you to implement all investment client portfolios following event-driven activities, ensuring suitability across various client groups, risk profiles and outcomes
• You'll enjoy great exposure across a variety of client groups, opening up significant networking opportunities and scope for career development and progression
• You’ll work from home some of the time, but you’ll also two days a week working from our London office

What you'll do

As an integral part of the team, you’ll be making sure that our client investment portfolios are constructed in a manner that is compliant with legal, regulatory and structural restrictions. As a strong team player, you’ll collaborate with and support wealth and portfolio managers in relation to the portfolio construction process, driving success across the business.

Your role will also involve:

• Managing fund and security level changes to client portfolios on a client directed and event activity, making sure they are in line with approved securities lists
• Making sure all client specific restrictions are adhered to and that portfolios are constructed in an efficient and timely manner
• Supporting client requests for all client portfolios in a timely manner

The skills you'll need

We’re looking for someone with excellent relationship building and interpersonal skills, and the ability to work well as part of a team. You should have strong data management and analysis capabilities, along with the ability to translate your knowledge and experience into recommendations that add value to the business.

You’ll also need:

• Strong knowledge of the regulated environment and designing and implementing operational procedures
• A good understanding of legal, regulatory and industry requirements
• Experience of providing technical data to inform decision making