Junior Investment Platforms Specialist

Blackfinch; United Kingdom; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

Blackfinch is seeking a Junior Investment Assistant to support day-to-day implementation and maintenance of investment models across multiple products and platforms. You will implement approved investment decisions, fund switches, complete rebalances, and build models with accurate information across systems.

You will assist with non-platform dealing activities, review requirements, and ensure high-quality service for clients while driving innovation, efficiencies, and good execution with daily

Qualifications

• Extremely accurate, with strong attention to detail.
• Strong organisational and administrative skills.
• Ability to manage and prioritise a varied workload effectively.
• Ability to follow detailed processes and maintain appropriate records.
• Strong written and verbal communication skills.
• Confidence working with numerical data.
• Ability to identify discrepancies and escalate issues appropriately.
• Strong computer literacy, including Excel.
• Ability to work effectively both independently and as part of a team.
• A strong and flexible work ethic.
• Self-motivated, dependable and willing to take ownership of assigned activities.
• An appetite for learning and continued professional development.
• Ability to understand end-to-end processes and the impact of individual activities on clients, advisers and the wider business

Responsibilities

• Implement approved investment decisions and fund switches across investment models on platforms.
• Complete drift model updates in accordance with approved instructions.
• Rebalance client models on investment platforms including instruction and post dealing checks.
• Build new models on investment platforms using approved model information.
• Ensure model information is implemented consistently across all applicable platforms and systems.
• Maintain accurate records of all model changes and completed activity.
• Update model information on FE Analytics.
• Complete the ongoing administration and maintenance of investment models according to dealing policy across relevant platforms and third-party systems.
• Ensure that model holdings, weightings and associated information are accurately reflected across relevant systems.
• Prepare completed activity and supporting evidence for independent checking by the Senior Analyst or Dealing Manager.
• Monitor the progress of submitted instructions and identify any unsuccessful, delayed or incomplete activity, retrieve full audit trail of rebalances from the platforms.
• Liaise with internal teams and investment-platform contacts to resolve operational and dealing queries.
• Support the continued development and improvement of dealing and model-management spreadsheets and processes.
• Assist with the administration and ongoing monitoring of all Dealing products where needed to review completed trades and client positions.
• Contribute to the maintenance of Dealing spreadsheets to minimise errors, anticipate issues, increase efficiency, and facilitate new offers.
• Complete tasks such as application checks and ongoing model reviews to help prepare for dealing.
• Complete ad-hoc reviews and projections as queries, new offers, or issues arise.
• Perform ongoing administration of AIM portfolios, company updates, and additional requirements as needed from the AIM team.
• Undertake any other duties commensurate with the level and responsibilities of the role.

Skills

Attention to detail

Organisational skills

Prioritisation

Process documentation

Communication

Numerical data handling

Discrepancy resolution

Excel proficiency

Teamwork

Work ethic

Self-motivation

Continuous learning

End-to-end process understanding

Education

University degree

Tools

FE Analytics

Job description

Blackfinch is seeking a Junior Investment Assistant to support day-to-day implementation and maintenance of investment models across multiple products and platforms. You will implement approved investment decisions, fund switches, complete rebalances, and build models with accurate information across systems.

You will assist with non-platform dealing activities, review requirements, and ensure high-quality service for clients while driving innovation, efficiencies, and good execution with daily