Investment Operations & Portfolio Oversight Specialist

Fram Search; England; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading investment management firm in the UK is looking for an experienced Investment Operations & Portfolio Oversight Specialist. This full-time role is essential in supporting investment colleagues, maintaining portfolio accuracy, and executing changes efficiently. Candidates should possess a Level 4 Diploma in Financial Planning and relevant experience in investment operations or multi-asset oversight. Strong organisational skills and confidence with data tools are critical for success.

Qualifications

• Experience in investment operations or multi-asset oversight.
• Keen eye for accuracy and detail.

Responsibilities

• Monitor portfolios for drift, breaches, and suitability.
• Prepare and validate rebalancing instructions.
• Implement trades across multiple platforms and custodians.
• Contribute to investment reporting and performance summaries.

Skills

Portfolio implementation experience

Strong organisational skills

Investment systems and data tools

Accuracy in data management

Ability to manage varied workflows

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

Investment Operations & Portfolio Oversight Specialist

Join to apply for the Investment Operations & Portfolio Oversight Specialist role at Fram Search

Fram is working with an investment management firm that is looking to engage with an experienced Level 4 qualified investment professional to support investment colleagues across portfolio oversight, implementation, and operational investment processes. The position plays an important role in maintaining accuracy across portfolios and ensuring a consistent approach to how changes are executed and recorded. The role can be based anywhere in the UK.

Applicants must have the right to work in the UK.

Responsibilities

• Monitor portfolios for drift, breaches, and suitability.
• Prepare and validate rebalancing instructions.
• Implement trades across multiple platforms and custodians.
• Interact regularly with providers and systems teams.
• Participate in transitions and the operational elements of updating underlying securities and funds.
• Contribute to investment reporting, performance summaries, and due diligence materials.
• Help strengthen data quality and workflow efficiency.

Qualifications

• Level 4 Diploma in Financial Planning or equivalent.
• Experience in portfolio implementation, investment operations, or multi-asset oversight.
• Strong organisational skills and a keen eye for accuracy.
• Confidence using investment systems and data tools.
• Ability to manage varied workflows and work autonomously.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

• Analyst and Finance

Industries

• Investment Management and Financial Services

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