Portfolio Implementation Manager

2 days ago


London, Greater London, United Kingdom Martis Search Full time

Martis Search are representing a leading Asset Management company in their search for a skilled and experienced Portfolio Implementation Manager to join their West End boutique wealth management team as a permanent Portfolio Manager's Assistant. This exciting opportunity offers the chance to work 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:

  • Implementing and managing complex investment portfolios, including discretionary managed investments and hedge funds
  • Coordinating with the investment team and portfolio managers to ensure effective implementation of investments
  • Monitoring and managing cash flows, including overdrafts, FX instructions, and capital call instructions
  • Reviewing and improving existing operating models to ensure efficient and effective execution

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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