Investment Operations Associate

We are a fast-growing, technology-driven fintech and discretionary fund management business serving financial advisers across the UK. Our core offering is a low-cost, evidence-based discretionary Model Portfolio Service (MPS) designed exclusively for financial planning firms, helping them deliver clearer strategies and better client outcomes with transparent pricing and smart portfolio design.

Our approach combines cutting-edge investment technology with disciplined, research-led portfolio construction. We automate much of the heavy lifting in portfolio management, so advisers can focus on relationship-building and financial planning rather than day-to-day investment operations.

The Role

We’re looking for a motivated individual to join our investment team, playing a hands-on role in implementing, maintaining, and supporting our Model Portfolio Service across a range of investment platforms. You’ll be comfortable taking ownership early on and working at pace in a growing, technology-driven environment.

The role is fast-paced and varied. We are innovative and technology-driven; this is not a standard investment role! We foster a team culture that is based on a coaching approach, we are supportive and aim to lift everyone up, and we encourage the pursuit of professional qualifications. We value diversity and are extremely proud of our diverse team.

Role & Responsibilities

Working within our Investment team, you will be responsible for:

• Day-to-day management and operation of discretionary model portfolios for financial advice firms
• Designing, improving, and maintaining processes for investment operations and associated tools
• Administering and monitoring client portfolios, including cash management, rebalancing, and ongoing oversight
• Responding to adviser queries and providing operational support throughout onboarding and across the ongoing client relationship
• Building and maintaining effective relationships with platform partners, working collaboratively for the benefit of mutual clients
• Maintaining a strong working knowledge of regulatory and compliance requirements and applying these consistently in day-to-day activities
• Supporting the migration of new client assets in a high-growth, fast-paced environment

Role Requirements

Core knowledge & experience:

• Experience working in investment operations, platform operations, or a similar role within asset management, DFM, fintech, or a financial planning business
• A solid understanding of model portfolio services and how they are implemented and maintained on investment platforms
• Strong attention to detail, with the ability to manage multiple tasks accurately in a fast-paced environment
• Confidence working with data, systems, and technology — you’re comfortable learning new tools and processes
• Excellent communication skills, with the ability to work effectively across teams and with external providersA proactive, problem-solving mindset and the ability to take ownership of tasks from start to finish
• Understanding of what financial advisers do and the challenges they face.
• Highly numerate.

Ideal knowledge & experience:

• Work experience in a DFM or MPS business.
• Advanced Excel and VBA skills.
• Knowledge of coding.

The Package

• Competitive salary, dependent on experience
• Non-contributory pension scheme
• Potential to join company option scheme
• Insurance plans
• Cost of relevant professional qualifications and memberships
• Flexible hours (depending on team requirements)

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