Investment Operations & Portfolio Oversight Specialist

Fram Search; Remote; GBP 50,000 - 70,000; Full time

Job summary

An investment management firm in the UK is seeking an experienced Level 4 qualified investment professional to oversee portfolio management processes. The role involves monitoring portfolios, preparing rebalancing instructions, and implementing trades across platforms. Ideal candidates will have strong organizational skills and experience in investment operations. Applicants must have the right to work in the UK, as this position supports investment colleagues and contributes to data quality and workflow efficiency.

Qualifications

• Experience in portfolio implementation and investment operations.
• Comfort managing varied workflows with autonomy.
• Ability to contribute to investment reporting and performance summaries.

Responsibilities

• Monitor portfolios for drift, breaches, and suitability.
• Prepare and validate rebalancing instructions.
• Implement trades across multiple platforms and custodians.

Skills

Strong organisational skills

Accuracy in financial reporting

Confidence using investment systems and data tools

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

Fram is working with an investment management firm that is looking to engage with an experienced and 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.

The work involves monitoring portfolios for drift, breaches, and suitability, preparing and validating rebalancing instructions, and implementing trades across multiple platforms and custodians. There is regular interaction with providers and systems teams, along with involvement in transitions and the operational elements of updating underlying securities and funds.

The successful individual will contribute to investment reporting, performance summaries, and due diligence materials, while helping to strengthen data quality and workflow efficiency. The role works closely with investment leadership, operations colleagues, and client-facing teams, and suits someone who enjoys combining technical knowledge with detailed process oversight.

This may appeal to someone with experience in portfolio implementation, investment operations, or multi asset oversight who is comfortable managing varied workflows and working with autonomy. Strong organisational skills, accuracy, and confidence using investment systems and data tools will be important, together with the Level 4 Diploma in Financial Planning or equivalent.

Applicants must have the right to work in the UK.