Portfolio implementation Work, Jobs in Midsomer Norton, Som (with Salaries)

Portfolio Implementation Analyst
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- Financial services
Quick apply
2d
Sr. Manager, Implementation Services
ADP —Bristol
- Management
- Up to 50% travel
- Project management
Deputy Director Commercial Software & Cloud Services
Government Commercial Function —Corsham
- £101,000 - £131,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Travel
- AI
9d
Head of Finance Transformation & Operations
Buro Happold —Bath
- Hybrid work
- ERP systems
- Employee assistance programme
- Employee discount
Business Analyst
Equisoft —Bath
- Up to £55,000 a year
- Full-time
- Hybrid work
- SQL
- Financial services
- SDLC
- Life insurance
7d
Clerk of Works
Hickton Group Ltd —Bristol
- Analysis skills
- Bachelor's degree
- Quality control
Quick apply
Digital Marketing Executive
Roper Rhodes —Bath
- Up to £33,000 a year
- Full-time
- Hybrid work
- Social media management
- Travel
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
9d
Web Technology Specialist
Alliance Pharma —Chippenham
- Full-time
- Communication skills
- HTML
Revenue Growth Manager
YeoValley —Blagdon
- £53,000 - £58,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Communication skills
Quick apply
Pricing Lead
Somerset Bridge Group —Bristol
- £80,000 - £95,000 a year
- Full-time
- Hybrid work
- Analysis skills
- IT
- Communication skills
- Annual leave
- Referral programme
Quick apply
Programme Advisory – Business Case & Funding Advisory (Defence Sector)
Turner & Townsend —Bristol
- Full-time
- Hybrid work
- Management
- Master's degree
- Business development
Quick apply
14d
PMO, Reporting and Digital Systems Consultant
AtkinsRéalis —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
Domain Expert - Responsible AI, Ethics & Assurance
Methods Business and Digital Technology —Bristol
- £80,000 - £120,000 a year
- Full-time
- Hybrid work
- Sales
- Travel
- Mentoring
- Employee assistance programme
Quick apply
Domain Expert - Data Governance, Stewardship & Information Management
Methods Business and Digital Technology —Bristol
- £80,000 - £120,000 a year
- Full-time
- Hybrid work
- Azure
- Sales
- AWS
- Employee assistance programme
Quick apply
Business Analyst - Information Management and Digital Transformation
Assystem —Bristol
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Annual leave
- Flexible schedule
Senior Product Designer - Interactive Learning and Games
Discovery Education —Bath
- £53,300 - £60,050 a year
- Full-time
- AI
- Communication skills
- School
- Employee assistance programme
Quick apply
13d
Associate Director, Major Programmes, People Transformation, Defence & Security
Deloitte —Bristol
- Hybrid work
- Oracle
- Analysis skills
- Travel
Portfolio Manager (Cazenove Bristol)
Schroders —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Salesforce Administrator (UK based)
Buyers Edge Platform, LLC —Corsham
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Contract Change Trainer
TLT —Bristol
- Full-time
- ERP systems
- Microsoft Office
- Organisational skills

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Portfolio Implementation Analyst

Evelyn Partners -
Bristol

Quick apply

Job details

Full-time
2 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 implementation jobs in midsomer norton, som

Portfolio Implementation Analyst

Sr. Manager, Implementation Services

Deputy Director Commercial Software & Cloud Services

Head of Finance Transformation & Operations

Business Analyst

Clerk of Works

Digital Marketing Executive

Web Technology Specialist

Revenue Growth Manager

Pricing Lead

Programme Advisory – Business Case & Funding Advisory (Defence Sector)

PMO, Reporting and Digital Systems Consultant

Domain Expert - Responsible AI, Ethics & Assurance

Domain Expert - Data Governance, Stewardship & Information Management

Business Analyst - Information Management and Digital Transformation

Senior Product Designer - Interactive Learning and Games

Associate Director, Major Programmes, People Transformation, Defence & Security

Portfolio Manager (Cazenove Bristol)

Salesforce Administrator (UK based)

Contract Change Trainer

I want to receive the latest job alerts for portfolio implementation in midsomer norton, som

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