Portfolio analyst Work, Jobs in Farmborough, Som (with Salaries)

Portfolio Implementation Analyst
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- Financial services
Quick apply
6d
Business Analyst - Information Management and Digital Transformation
Assystem —Bristol
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Annual leave
- Flexible schedule
Energy Analyst Apprentice
Optimised Group —Bristol
- From £18,000 a year
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Annual leave
- Life insurance
Digital Workplace Analyst (M365)
Buro Happold —Bath
- Hybrid work
- Azure
- Analysis skills
- SharePoint
- Employee assistance programme
- Employee discount
Consultant - Manager, Business Analyst (Functional) Design, Defence & Security
Deloitte —Bristol
- Hybrid work
- Analysis skills
- Agile
- Communication skills
Information Analyst - Nuclear
Assystem —Bristol
- Hybrid work
- Microsoft Office
- SDLC
- Annual leave
- Flexible schedule
Business Analyst
Equisoft —Bath
- Up to £55,000 a year
- Full-time
- Hybrid work
- SQL
- Financial services
- SDLC
- Life insurance
11d
PMO, Reporting and Digital Systems Consultant
AtkinsRéalis —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
Consultant - Senior Consultant, Software Development Engineer in Test (SDET), Engineering, Defense & Security
Deloitte —Bristol
- Hybrid work
- Azure
- Java
- AWS
Credit Risk Analyst
Ayvens —Bristol
- Full-time
- SQL
- IT
- Communication skills
- Free parking
- Annual leave
Energy Billing Analyst
Optimised Group —Bristol
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Life insurance
1st Line Technical Analyst
Xerox —Bristol
- Full-time
- Hybrid work
- Customer service
- Windows
- Microsoft Office
Service Desk Analyst
Landmark Information Group —Bristol
- Customer service
- Communication skills
- Time management
Business Analyst
Buro Happold —Bath
- Hybrid work
- Analysis skills
- IT
- Banking
- Employee assistance programme
- Employee discount
Consultant, UX Designer, Design, Defence and Security
Deloitte —Bristol
- Hybrid work
Data Analyst
Babcock International —Bristol
- Up to £48,800 a year
- Full-time
- Data analysis skills
- Python
- Annual leave
- Employee assistance programme
Credit Policy Analyst
Ayvens —Bristol
- Full-time
- Communication skills
- Free parking
- Annual leave
PMO - Senior Risk Analyst
ACEPP —Bristol
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Construction experience
- Relocation assistance
- Employee discount
Asbestos Analysts, Surveyors and Consultants
Bradley Environment —Bristol
- £29,244.00 - £39,811.20 a year
- Overtime
- Driving
- IT
- Communication skills
- Annual leave
- Employee discount
Senior Energy Billing Analyst
Optimised Group —Bristol
- Data analysis skills
- Communication skills
- Annual leave
- Life insurance
11d

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Portfolio Implementation Analyst

Evelyn Partners -
Bristol

Quick apply

Job details

Full-time
6 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Customer service
Numeracy
Analysis skills
Financial services
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose

The role of a Portfolio Implementation Analyst is to support the implementation of model portfolios into client portfolios, ensuring alignment with investment strategy while accommodating client, system, and product constraints. The role will work closely with Portfolio Management to understand portfolios' target states, and investment managers to understand the unique requirements of discretionary portfolio service mandates. The individual will be responsible for ensuring client portfolios continued Suitability, whilst feeding back to Portfolio Managers and investment managers any constraints. Additionally, the role will ensure adherence to risk and compliance metrics and contribute collegiately to the commercial team.

Key Responsibilities

Execute portfolio implementation tasks with low complexity and volume
Monitor and manage portfolio drift and dispersion
Assist in managing trading errors and ensuring compliance with risk protocols
Support the adoption of model portfolios across the team’s AUM
Collaborate with Portfolio Managers to ensure accurate and timely implementation
Processing trades, ISAs and fee's
Adhere to risk and compliance metrics

Qualifications

Skills, Experience & Qualifications

Experience in investment or portfolio operations
Understanding of the financial services industry and investment market
A strong ethic of client and customer service
Ability to work well in pressurised environment and prioritise work
Excellent communication skills both written and verbal
Good numeracy and analytical skills
Strong attention to detail and ability to follow structured processes
Basic understanding of investment products and portfolio construction
Effective communication and collaboration skills

Professional Qualifications and Education

Working towards the IMC or equivalent level 4 qualification

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

portfolio analyst jobs in farmborough, som

Portfolio Implementation Analyst

Business Analyst - Information Management and Digital Transformation

Energy Analyst Apprentice

Digital Workplace Analyst (M365)

Consultant - Manager, Business Analyst (Functional) Design, Defence & Security

Information Analyst - Nuclear

Business Analyst

PMO, Reporting and Digital Systems Consultant

Consultant - Senior Consultant, Software Development Engineer in Test (SDET), Engineering, Defense & Security

Credit Risk Analyst

Energy Billing Analyst

1st Line Technical Analyst

Service Desk Analyst

Business Analyst

Consultant, UX Designer, Design, Defence and Security

Data Analyst

Credit Policy Analyst

PMO - Senior Risk Analyst

Asbestos Analysts, Surveyors and Consultants

Senior Energy Billing Analyst

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