Investment Operations Specialist

2 weeks ago


London, Greater London, United Kingdom Martis Search Full time

A talented and experienced Investment Operations Specialist is sought by a leading Asset Management company to join their West End boutique wealth management team as a permanent Portfolio Manager's Assistant. This exciting opportunity offers the chance to make a real impact on the business, working closely with the Portfolio Managers and Middle Office Operations team to implement discretionary managed investments and manage client portfolios.

The successful candidate will have extensive experience in Wealth Management & Institutional Asset Management Operations, preferably in a senior Investment Operations Analyst or Fund Manager's Assistant role. They will be highly organized, detail-oriented, and possess excellent time management skills, with intermediate Excel skills alongside other Microsoft Office products.

This is an amazing opportunity to join a growing boutique Asset Manager, reporting into a senior Operations Manager and working with a multi-billion dollar AUM company. The role requires someone with strong commercial awareness, good judgement, and the ability to effectively manage interactions/relationships across all business functions.

Key responsibilities include:

  • Systemic management of portfolios to plans/proposed allocations/models – coordinating with the investment team & portfolio managers on an ongoing cycle, to ensure effective implementation of investments
  • Management of rebalancing and liquidity requirements in portfolios
  • Placing trades on our in-house system, instructing them via STP and manually via email. Following up with custodians and fund administrators to ensure trades are placed in a timely manner.
  • Active ongoing cash management, checking overdrafts, preparing FX instructions and ensuring capital call instructions are paid on time.
  • Ongoing review and improvement of existing operating models ensuring we are executing as efficiently and effectively as possible

The estimated salary for this role is £60 k pa - £80 k pa dependent upon experience, plus bonus, pension, healthcare etc.



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