Senior Investment Portfolio Operations Analyst
Core
Maintain model portfolio data, administer portfolios on platforms, implement trades, and produce client reporting for a Model Portfolio Service in the UK.
Role type
Senior Investment Portfolio Operations Analyst
Builds
Model Portfolio Service for financial advisers and retail clients
Domain
Financial Services / Investment Operations
Required skills
Model portfolio management, Investment operations, Excel (intermediate/advanced), Retail investment platforms, Trade implementation
Preferred skills
Client-facing experience, Stakeholder management, Content creation
Technologies
Excel, Third-party data providers, Client Support Site
Responsibilities
Maintain model portfolio data via internal tools and third-party providers, Administer and maintain model portfolios on platforms, Implement trades, Produce and distribute client reporting, Manage operational queries and resolution
Seniority
Senior, hands-on IC