Portfolio Oversight & Investment Operations Lead

Fram Search; England; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading investment management firm in the UK is looking for an experienced Investment Operations & Portfolio Oversight Specialist. This full-time role is essential in supporting investment colleagues, maintaining portfolio accuracy, and executing changes efficiently. Candidates should possess a Level 4 Diploma in Financial Planning and relevant experience in investment operations or multi-asset oversight. Strong organisational skills and confidence with data tools are critical for success.

Qualifications

• Experience in investment operations or multi-asset oversight.
• Keen eye for accuracy and detail.

Responsibilities

• Monitor portfolios for drift, breaches, and suitability.
• Prepare and validate rebalancing instructions.
• Implement trades across multiple platforms and custodians.
• Contribute to investment reporting and performance summaries.

Skills

Portfolio implementation experience

Strong organisational skills

Investment systems and data tools

Accuracy in data management

Ability to manage varied workflows

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

A leading investment management firm in the UK is looking for an experienced Investment Operations & Portfolio Oversight Specialist. This full-time role is essential in supporting investment colleagues, maintaining portfolio accuracy, and executing changes efficiently. Candidates should possess a Level 4 Diploma in Financial Planning and relevant experience in investment operations or multi-asset oversight. Strong organisational skills and confidence with data tools are critical for success.