Remote Portfolio Implementation & Data Analyst

Fram Search; Remote; GBP 42,000 - 50,000; Full time

Job summary

A leading investment management firm is seeking an experienced Level 4 qualified investment professional to support senior management in portfolio oversight and data-driven analysis. The role, based remotely in the UK, involves monitoring portfolios, preparing instructions for rebalancing, and contributing to investment reporting. Strong organizational skills and experience in investment operations are essential, along with the Level 4 qualification. Applicants must have the right to work in the UK and possess strong analytical skills.

Benefits

Bonus

Additional benefits

Qualifications

• Must be Level 4 qualified in Financial Planning.
• Experience in portfolio implementation and investment operations.
• Strong analytical skills and attention to detail.

Responsibilities

• Support CIO and Deputy CIO across portfolio oversight.
• Monitor portfolios for drift and breaches.
• Prepare and validate rebalancing instructions.

Skills

Organizational skills

Accuracy in data analysis

Confidence using investment systems

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

A leading investment management firm is seeking an experienced Level 4 qualified investment professional to support senior management in portfolio oversight and data-driven analysis. The role, based remotely in the UK, involves monitoring portfolios, preparing instructions for rebalancing, and contributing to investment reporting. Strong organizational skills and experience in investment operations are essential, along with the Level 4 qualification. Applicants must have the right to work in the UK and possess strong analytical skills.