Discretionary Model Portfolio Operations Specialist

Referment, a technology-driven discretionary fund management business serving UK financial advisers, seeks a hands-on Investment Operations professional. You will implement, maintain and support the model portfolio service across investment platforms in a fast-paced, tech-led environment.

Key duties include running the day-to-day operation of discretionary model portfolios, designing and improving operations processes, administering client portfolios with cash management and rebalancing,

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