Portfolio Implementation Manager

Raymond James UK; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Raymond James UK is seeking a portfolio implementation specialist to join our CIO Office. You’ll help ensure portfolios are executed accurately, stay aligned to investment models, and that high‑quality information flows across the business.

You’ll work with Investment Management, Trading, Operations, and Wealth Managers to deliver smooth implementation and strong client outcomes, handling model‑driven trades, risk monitoring, and governance.

Qualifications

• 3–5 years’ experience in portfolio implementation, trading support, or multi‑asset investment management.
• Proficiency with MS Office and financial data tools (Bloomberg, FactSet).
• Familiarity with OMS/PMS platforms (Aladdin, Charles River, Thinkfolio, AIM).
• CISI Level 4 is required; IMC or CFA Level I preferred.

Responsibilities

• Execute model‑driven trades, rebalancing, and cash management.
• Maintain alignment between client portfolios and investment strategies.
• Support tailored mandates across internal and external platforms.
• Monitor portfolios against risk tolerances and BITA profiles.
• Produce monitoring packs, risk reports, and analytics.
• Respond to investment‑related queries from wealth managers.
• Ensure governance, controls, and regulatory compliance (MiFID II, SMCR).

Skills

Portfolio implementation

Trading support

Multi‑asset investment management

MS Office

Financial data tools

Education

CISI Level 4

IMC or CFA Level I

Tools

Bloomberg

FactSet

Aladdin

Charles River

Thinkfolio

AIM

Job description

We’re hiring a portfolio implementation specialist to join our CIO Office.

This role is perfect for someone who thrives on precision, operational discipline, and cross‑team collaboration. You’ll help ensure our portfolios are executed accurately, stay aligned to investment models, and that high‑quality information flows seamlessly across the business.

You’ll work closely with Investment Management, Trading, Operations, and Wealth Managers to deliver smooth portfolio implementation and outstanding client outcomes.

What you’ll be involved in:

• Executing model‑driven trades, rebalancing, and cash management
• Maintaining alignment between client portfolios and investment strategies
• Supporting tailored mandates across internal and external platforms
• Monitoring portfolios against risk tolerances and BITA profiles
• Producing monitoring packs, risk reports, and analytics
• Responding to investment‑related queries from wealth managers
• Ensuring strong governance, controls, and regulatory compliance (MiFID II, SMCR)

What you’ll bring:

• 3–5 years’ experience in portfolio implementation, trading support, or multi‑asset investment management
• CISI Level 4 (required); IMC or CFA Level I (preferred)
• Experience in UK wealth or asset management
• Strong understanding of investment processes, asset allocation, and risk
• High proficiency with MS Office and financial data tools (Bloomberg, FactSet)
• Familiarity with OMS/PMS platforms (Aladdin, Charles River, Thinkfolio, AIM)

If you’re detail‑driven, collaborative, and passionate about delivering high‑quality outcomes, we’d love to hear from you.

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