Investment Operations Associate

Timelineapp Tech Limited; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

28 days holiday

Non-contributory pension

Bonus scheme

Wellbeing support

Job summary

Timelineapp Tech Limited is seeking a motivated investment professional to join the team and take ownership of implementing, maintaining and supporting the Model Portfolio Service across platforms. The role requires operating at pace in a technology-driven fintech environment and collaborating with advisers and platform partners.

The position offers a hybrid working model, with a focus on detailed portfolio operations, regulatory alignment, and client relationship support.

Qualifications

• Excellent communication skills across teams and with external providers.
• Strong attention to detail in a fast-paced environment.
• Highly numerate with ability to analyse data and trends.

Responsibilities

• Day-to-day management and operation of discretionary model portfolios for financial advice firms.
• Designing, improving, and maintaining processes for investment operations and tools.
• Administering and monitoring client portfolios, including cash management and rebalancing.
• Responding to adviser queries and providing operational support during onboarding and ongoing relationships.
• Building and maintaining relationships with platform partners for mutual clients.
• Maintaining knowledge of regulatory and compliance requirements and applying them day-to-day.
• Supporting migration of new client assets in a high-growth environment.

Skills

Communication skills

Attention to detail

Numerate

Ownership

Problem solving

Team collaboration

Tools

Excel

VBA

Job description

The Company

We are a fast-growing, technology-driven fintech and discretionary fund management business serving financial advisers across the UK. Our core offering is a low-cost, evidence-based discretionary Model Portfolio Service (MPS) designed exclusively for financial planning firms, helping them deliver clearer strategies and better client outcomes with transparent pricing and smart portfolio design.

Our approach combines cutting-edge investment technology with disciplined, research-led portfolio construction. We automate much of the heavy lifting in portfolio management, so advisers can focus on relationship-building and financial planning rather than day-to-day investment operations.

The Role

We’re looking for a motivated individual to join our investment team, playing a hands-on role in implementing, maintaining, and supporting our Model Portfolio Service across a range of investment platforms. You’ll be comfortable taking ownership early on and working at pace in a growing, technology-driven environment.

The role is fast-paced and varied. We are innovative and technology-driven; this is not a standard investment role! We foster a team culture that is based on a coaching approach, we are supportive and aim to lift everyone up, and we encourage the pursuit of professional qualifications. We value diversity and are extremely proud of our diverse team.

Role & Responsibilities

Working within our Investment team, you will be responsible for:

• Day-to-day management and operation of discretionary model portfolios for financial advice firms
• Designing, improving, and maintaining processes for investment operations and associated tools
• Administering and monitoring client portfolios, including cash management, rebalancing, and ongoing oversight
• Responding to adviser queries and providing operational support throughout onboarding and across the ongoing client relationship
• Building and maintaining effective relationships with platform partners, working collaboratively for the benefit of mutual clients
• Maintaining a strong working knowledge of regulatory and compliance requirements and applying these consistently in day-to-day activities
• Supporting the migration of new client assets in a high-growth, fast-paced environment

Role Requirements

Core knowledge & experience:

• Experience working in investment operations, platform operations, or a similar role within asset management, DFM, fintech, or a financial planning business
• A solid understanding of model portfolio services and how they are implemented and maintained on investment platforms
• Strong attention to detail, with the ability to manage multiple tasks accurately in a fast-paced environment
• Confidence working with data, systems, and technology — you’re comfortable learning new tools and processes
• Excellent communication skills, with the ability to work effectively across teams and with external providers
• A proactive, problem-solving mindset and the ability to take ownership of tasks from start to finish
• Understanding of what financial advisers do and the challenges they face.
• Highly numerate.

Ideal knowledge & experience

• Work experience in a DFM or MPS business.
• Advanced Excel and VBA skills.
• Knowledge of coding.

The Package

• Competitive salary, dependent on experience
• Non-contributory pension scheme
• 28 days' holiday plus bank holidays
• Non-contractual bonus scheme
• Potential to join company option scheme
• Insurance plans
• Cost of relevant professional qualifications and memberships
• Hybrid working
• Flexible hours (depending on team requirements)
• Wellbeing support