Remote Portfolio Implementation & Data Analyst

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

Job summary

An investment management firm is seeking an experienced Level 4 qualified investment professional to work remotely in the UK. The successful candidate will support the CIO and Deputy CIO by managing portfolio oversight and implementation while ensuring data accuracy. Responsibilities include monitoring portfolios, preparing rebalancing instructions, and contributing to investment reporting. The ideal applicant will have strong organisational skills and a background in investment operations, along with a Level 4 Diploma in Financial Planning or equivalent.

Benefits

Bonus and benefits

Qualifications

• Minimum Level 4 qualified in Financial Planning or equivalent.
• Experience in portfolio implementation and investment operations.
• Ability to monitor portfolios for drift and suitability.

Responsibilities

• Support CIO and Deputy CIO across portfolio oversight.
• Prepare and validate rebalancing instructions.
• Contribute to investment reporting and performance summaries.

Skills

Strong organisational skills

Confidence using investment systems and data tools

Technical analysis

Detailed process work

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

An investment management firm is seeking an experienced Level 4 qualified investment professional to work remotely in the UK. The successful candidate will support the CIO and Deputy CIO by managing portfolio oversight and implementation while ensuring data accuracy. Responsibilities include monitoring portfolios, preparing rebalancing instructions, and contributing to investment reporting. The ideal applicant will have strong organisational skills and a background in investment operations, along with a Level 4 Diploma in Financial Planning or equivalent.