UK Investment Operations & Portfolio Oversight Specialist

Fram Search; Remote; GBP 50,000 - 70,000; Full time

Job summary

An investment management firm in the UK is seeking an experienced Level 4 qualified investment professional to oversee portfolio management processes. The role involves monitoring portfolios, preparing rebalancing instructions, and implementing trades across platforms. Ideal candidates will have strong organizational skills and experience in investment operations. Applicants must have the right to work in the UK, as this position supports investment colleagues and contributes to data quality and workflow efficiency.

Qualifications

• Experience in portfolio implementation and investment operations.
• Comfort managing varied workflows with autonomy.
• Ability to contribute to investment reporting and performance summaries.

Responsibilities

• Monitor portfolios for drift, breaches, and suitability.
• Prepare and validate rebalancing instructions.
• Implement trades across multiple platforms and custodians.

Skills

Strong organisational skills

Accuracy in financial reporting

Confidence using investment systems and data tools

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

An investment management firm in the UK is seeking an experienced Level 4 qualified investment professional to oversee portfolio management processes. The role involves monitoring portfolios, preparing rebalancing instructions, and implementing trades across platforms. Ideal candidates will have strong organizational skills and experience in investment operations. Applicants must have the right to work in the UK, as this position supports investment colleagues and contributes to data quality and workflow efficiency.