Portfolio Analyst , Portfolio Implementation , Level 4 RDR , Wealth Management

The Company:

An established and widely known Investment Management firm.

The Role:

THIS ROLE IS AN 18 MONTH FTC , WORKING TOWARDS PERMANENT

The Portfolio Analyst will play a key role in supporting the day-to-day Portfolio Implementation, focussing on operational and administrative functions for the Portfolio Management team. The Portfolio analyst will be level 4 qualified (IAD or CFA).

The Portfolio Analyst will work closely with Senior Portfolio Managers, ensuring the accurate and timely execution of cash management, FX transactions, and model portfolio updates across client accounts.

The Portfolio Analyst will help maintain the smooth running of the Portfolio Management team’s activities, contributing to the production of high-quality reporting materials, and uphold the integrity of portfolio data across multiple systems and platforms.

The Portfolio Ana...