Portfolio Implementation Specialist

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, listed on the main market and recognised for investment performance and client service. We offer leading multi‑asset investment services to intermediaries, and high‑quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

Role Overview

To provide day‑to‑day portfolio implementation and trading support to the Investment Products and Services that sit under the oversight of the CIO & Research team, reporting to the Director of Central Implementation who oversees this process.

Responsibilities

• Provide implementation support to the Managed Portfolio Service (MPS), MPS on Platform, AIM Service, Risk Managed & Blueprint Funds and the BPS Investment Teams regarding bulk trading.
• Provide active support to investment managers focusing on implementing investment decisions across strategies in a timely manner.
• Model investment views across a range of portfolios and portfolio types including Brooks Macdonald’s custody, third‑party platforms and funds.
• Oversight of cash flows, monitoring asset allocations and ensuring portfolios are managed within appropriate internal and regulatory parameters.
• Participate and actively engage in your performance management process to attain and maintain competence within your role.
• Comply with applicable rules and regulations as stated by the regulator and set out in our internal policies.
• Work within the Central Implementation team to develop "best practice" as the role develops.
• Under guidance of senior team members, document, update and review working processes and approach.

Knowledge, Skills and Experience

• Some experience within portfolio management (Implementation, Fund Manager Assistant, Investment Desk Assistant) preferable; experience in transitions, trade support or trade operations would also be considered.
• An understanding of the trade lifecyle, especially with direct equity, bonds and mutual fund settlements.
• An understanding of portfolio cash management to avoid overdrafts.
• Ability to work to tight deadlines.
• Strong communication skills, as the role will entail liaising between front and back‑office staff.
• Prior experience of portfolio implementation within an investment business.
• Good working with numbers and percentages.
• Demonstrable knowledge of Microsoft Office.
• Experience working within investment management.

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring the best outcomes for our clients. We are committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.

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