Hybrid Portfolio Construction Associate (Discretionary)

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

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.