Portfolio Operations Associate

Flair for Recruitment; West of England; On-site; GBP 26,000 - 38,000; Full time

Job summary

Flair for Recruitment represents a long-established wealth management and investment firm in the UK seeking an Investment Assistant to support a growing investment team and develop a career in portfolio management and financial services.

You will onboard portfolios, process trades, assist with rebalancing, monitor activity, manage cash and investment instructions, and prepare reports. Strong admin skills and Excel proficiency are essential, with a proactive, detail‑oriented approach.

Qualifications

• Excellent administrative and organisational skills.
• Ability to manage multiple priorities and deadlines.
• Strong analytical and problem‑solving abilities.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office, particularly Excel.
• Comfortable with online platforms, databases and business systems.
• Proactive attitude with a willingness to learn in a fast paced environment.

Responsibilities

• Support onboarding and setup of new investment portfolios across systems.
• Process portfolio transactions, including bulk trades and cash movements.
• Assist with portfolio rebalancing and investment model updates.
• Monitor portfolio activity and identify breaches or exceptions.
• Manage cash allocations, contributions and investment instructions.
• Liaise with internal departments and external platforms to resolve issues.
• Prepare management information, data packs and reports for meetings.
• Take meeting notes and maintain accurate records of discussions and actions.
• Contribute to business projects and process improvement initiatives.
• Support the wider team with administrative and operational tasks.

Skills

Administrative skills

Multitasking & deadlines

Analytical thinking

Written & verbal communication

Proactive learner

Tools

Excel

Portfolio platforms

Job description

Flair for Recruitment represents a long-established wealth management and investment firm in the UK seeking an Investment Assistant to support a growing investment team and develop a career in portfolio management and financial services.

You will onboard portfolios, process trades, assist with rebalancing, monitor activity, manage cash and investment instructions, and prepare reports. Strong admin skills and Excel proficiency are essential, with a proactive, detail‑oriented approach.