Portfolio Implementation Specialist

Brooks Macdonald; Greater London; On-site; GBP 42,000 - 62,000; Full time

Job summary

Brooks Macdonald Group plc is a leading UK wealth management firm providing multi‑asset investment services and financial planning to private clients with a strong local presence across the UK. The role focuses on day‑to‑day portfolio implementation and trading support under the CIO & Research team, reporting to the Director of Central Implementation.

Responsibilities include supporting MPS and related services, active trade support to investment managers, modelling investment views, monitoring

Qualifications

• Experience in portfolio implementation or trade operations preferred.
• Understanding of trade lifecycle for equities, bonds and funds.
• Strong numerical skills and ability to work to tight deadlines.
• Excellent written and verbal communication across front and back offices.

Responsibilities

• Provide day‑to‑day portfolio implementation and trading support for MPS, on platform services and related funds.
• Support investment managers to implement decisions across various strategies in a timely manner.
• Model investment views across portfolios including custody and third‑party platforms.
• Monitor cash flows and asset allocations to stay within internal and regulatory parameters.
• Engage in performance management processes to maintain competence in the role.
• Comply with regulator rules and internal policies.
• Help develop best practices within the Central Implementation team.
• Document and review working processes under guidance of senior team members.

Skills

Portfolio management

Trade support

Communication

Microsoft Office

Tools

Microsoft Office

Job description

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, listed on the main market and recognised for investment performance and client service. We offer leading multi‑asset investment services to intermediaries, and high‑quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

Role Overview

To provide day‑to‑day portfolio implementation and trading support to the Investment Products and Services that sit under the oversight of the CIO & Research team, reporting to the Director of Central Implementation who oversees this process.

Responsibilities

• Provide implementation support to the Managed Portfolio Service (MPS), MPS on Platform, AIM Service, Risk Managed & Blueprint Funds and the BPS Investment Teams regarding bulk trading.
• Provide active support to investment managers focusing on implementing investment decisions across strategies in a timely manner.
• Model investment views across a range of portfolios and portfolio types including Brooks Macdonald’s custody, third‑party platforms and funds.
• Oversight of cash flows, monitoring asset allocations and ensuring portfolios are managed within appropriate internal and regulatory parameters.
• Participate and actively engage in your performance management process to attain and maintain competence within your role.
• Comply with applicable rules and regulations as stated by the regulator and set out in our internal policies.
• Work within the Central Implementation team to develop "best practice" as the role develops.
• Under guidance of senior team members, document, update and review working processes and approach.

Knowledge, Skills and Experience

• Some experience within portfolio management (Implementation, Fund Manager Assistant, Investment Desk Assistant) preferable; experience in transitions, trade support or trade operations would also be considered.
• An understanding of the trade lifecyle, especially with direct equity, bonds and mutual fund settlements.
• An understanding of portfolio cash management to avoid overdrafts.
• Ability to work to tight deadlines.
• Strong communication skills, as the role will entail liaising between front and back‑office staff.
• Prior experience of portfolio implementation within an investment business.
• Good working with numbers and percentages.
• Demonstrable knowledge of Microsoft Office.
• Experience working within investment management.

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring the best outcomes for our clients. We are committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.