Join to apply for the Investment Operations & Portfolio Oversight Specialist role at Fram Search
Fram is working with an investment management firm that is looking to engage with an experienced Level 4 qualified investment professional to support investment colleagues across portfolio oversight, implementation, and operational investment processes. The position plays an important role in maintaining accuracy across portfolios and ensuring a consistent approach to how changes are executed and recorded. The role can be based anywhere in the UK.
Applicants must have the right to work in the UK.
Responsibilities
Monitor portfolios for drift, breaches, and suitability.
Prepare and validate rebalancing instructions.
Implement trades across multiple platforms and custodians.
Interact regularly with providers and systems teams.
Participate in transitions and the operational elements of updating underlying securities and funds.
Contribute to investment reporting, performance summaries, and due diligence materials.
Help strengthen data quality and workflow efficiency.
Qualifications
Level 4 Diploma in Financial Planning or equivalent.
Experience in portfolio implementation, investment operations, or multi-asset oversight.
Strong organisational skills and a keen eye for accuracy.
Confidence using investment systems and data tools.
Ability to manage varied workflows and work autonomously.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Analyst and Finance
Industries
Investment Management and Financial Services
Referrals increase your chances of interviewing at Fram Search by 2x
We use essential cookies to make this site work. With your permission we would also like to use the optional cookies below. Nothing optional is set until you choose, and you can change your mind at any time from "Cookie settings" at the bottom of every page. Cookie policy.
Essential — keep the site working and secure, and remember the choice you make here. Always on.