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

Portfolio Implementation Analyst
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- Financial services
Quick apply
9d
Digital Workplace Analyst (M365)
Buro Happold —Bath
- Hybrid work
- Azure
- Analysis skills
- SharePoint
- Employee assistance programme
- Employee discount
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Deloitte —Bristol
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Service Desk Analyst
Landmark Information Group —Bristol
- Customer service
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Asbestos Analysts, Surveyors and Consultants
Bradley Environment —Bristol
- £29,244.00 - £39,811.20 a year
- Overtime
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- Annual leave
- Employee discount
Project Manager
Bristol City Council —Bristol
- £47,181 - £50,269 a year
- Full-time
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Capgemini Sogeti —Bristol
- Hybrid work
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Senior Project Manager
Bristol City Council —Bristol
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Capgemini —Bristol
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Project Director - Controls Analytics
AECOM —Bristol
- Full-time
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Business Analyst - Information Management and Digital Transformation
Assystem —Bristol
- Hybrid work
- Microsoft Powerpoint
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Business Analyst - Information Management and Digital Transformation
ASSYSTEM —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Annual leave
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Quick apply
Information Analyst - Nuclear
Assystem —Bristol
- Hybrid work
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Business Analyst
Equisoft —Bath
- Up to £55,000 a year
- Full-time
- Hybrid work
- SQL
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14d
Business Analyst
Equisoft —Bath
- Up to £55,000 a year
- Full-time
- Hybrid work
- SQL
- Financial services
- SDLC
- Life insurance
14d
Information Analyst - Nuclear
ASSYSTEM —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- SDLC
- Annual leave
- Flexible schedule
Quick apply
Senior Data Analyst (Economist)
Government Digital Service —Bristol
- £56,850 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Presentation skills
- Annual leave
- Employee assistance programme
3d
Product Analyst
Computershare —Bristol
- Full-time
- Agile
- Communication skills
- Work from home
Business Analyst - Information Management
Mace —Bristol
- Full-time
- Hybrid work
- SharePoint
- Leadership
Finance Systems Analyst
Buro Happold —Bath
- Hybrid work
- Microsoft Excel
- Employee assistance programme
- Employee discount
2d

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Portfolio Implementation Analyst

Evelyn Partners -
Bristol

Quick apply

Job details

Full-time
9 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 paulton, som

Portfolio Implementation Analyst

Digital Workplace Analyst (M365)

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

Service Desk Analyst

Asbestos Analysts, Surveyors and Consultants

Project Manager

L3 Network Engineer

Senior Project Manager

L3 Network Engineer

Project Director - Controls Analytics

Business Analyst - Information Management and Digital Transformation

Business Analyst - Information Management and Digital Transformation

Information Analyst - Nuclear

Business Analyst

Business Analyst

Information Analyst - Nuclear

Senior Data Analyst (Economist)

Product Analyst

Business Analyst - Information Management

Finance Systems Analyst

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