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Investment & Middle Office
We are working on behalf of a client in Edinburgh a permanent position for a Investment Operations Analyst. The right candidate will be expected to have knowledge of investment trading and portfolio administration practices with a strong background in a wrap platform business or a discretionary investment business. You will also be working closely with the Head of Investment Operations, discretionary investment managers and relevant third parties.
Assist in the design and implementation of a control framework for discretionary investment portfolio administration
Act as a subject matter expert on portfolio implementation and trading cycle (including aggregation and disaggregation) considerations
Lead day to day liaison with wrap platform custody partners to ensure effective execution, monitoring and stewardship of adviser client portfolios
Refine and enhance procedures and reporting routines over time so that these can scale with growth in number and size of discretionary mandates
Maintain a portfolio reporting suite to maintain a detailed view of all investment mandates, and support investment managers in assessing options for trading, rebalancing and periodic review.
If you would like to learn more about the role or apply please contact Davd Williams on 0161 697 3898, firstname.lastname@example.org
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