Assistant Implementation Portfolio Manager

Overview

In this role you support the delivery and ongoing management of centrally managed investment solutions within the CIO Office. You work closely with Portfolio Managers to implement decisions across client portfolios and ensure alignment with models, risk, and objectives. You gain hands-on experience across construction, trading, risk monitoring and discretionary management, with a pathway toward a Portfolio Manager position. You will collaborate across teams to enhance investment processes and governance, shaping client outcomes.

Responsibilities

• Support the implementation and ongoing management of centrally managed investment solutions and discretionary portfolios
• Execute portfolio trades, rebalancing activities and cash management instructions
• Assist in construction, implementation and maintenance of investment models aligning with asset allocation and objectives
• Monitor portfolio positioning, risk metrics and suitability to ensure client mandates and BITA risk profiles
• Support Portfolio Managers in oversight of tailored and model-based portfolios
• Manage investment implementation processes for new clients, transitions, cash allocations and standing orders
• Produce portfolio analytics, management information and client-facing materials
• Respond to adviser and stakeholder queries with high service levels and effective execution
• Utilise portfolio management and trading systems to support operational efficiency and governance
• Coordinate with Operations, Middle Office and other stakeholders to ensure accurate execution
• Support relationships with external providers, including risk rating agencies and investment platform partners
• Contribute to investment research, portfolio reviews and enhancement of processes and capabilities in the CIO Office
• Assist with development and growth of discretionary investment offering and centralised investment proposition

Key requirements

• Degree in Finance, Economics, Mathematics or related discipline, or equivalent relevant experience
• Experience in wealth management, investment management, private banking or related financial services
• Good understanding of financial markets, asset classes and investment products
• Exposure to portfolio management, investment implementation, trading, asset allocation or investment operations
• Progress towards or commitment to obtaining CISI, CFA or equivalent would be advantageous

• Strong analytical capabilities
• Excellent attention to detail
• Good organizational and time management
• Microsoft Office
• portfolio management systems
• trading systems

…