Job Description
The job holder will report to the Director of Client Experience. This positions provides senior operational support to the Investment Management function, acting as a key point of coordination for day-to-day investment workloads, supporting the Head of Investment Management closely, and overseeing the effective delivery and development of the Portfolio Assistant function.
Main Duties
Investment Operations & Oversight
- Work closely with the Head of Investment Management to plan, prioritise and manage daily and ongoing investment workloads.
- Oversee the timely and accurate completion of operational investment tasks, including trade implementation, rebalancing, corporate actions, reporting and MI.
- Act as a first point of escalation for operational issues, resolving where appropriate and escalating material risks.
Leadership & Team Support
- Provide day-to-day guidance and quality oversight for Portfoli...
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