Portfolio Operations Planner

Job Description

We are seeking a skilled Portfolio Operations Planner to enhance our investment banking operations in Portsmouth. You will play a vital role in portfolio management, ensuring strategies align with our clients' financial goals. The ideal candidate will possess a strong analytical background and a keen understanding of financial markets.

Responsibilities

• Lead portfolio analytics to ensure compliance with investment mandates.
• Deliver insights to the team based on ongoing market evaluations.
• Collaborate with financial advisors to create comprehensive client investment plans.
• Manage documentation related to investment processes and client agreements.
• Assess risk factors and recommend mitigative actions to protect investments.
• Coordinate with operational teams to ensure seamless service delivery.
• Regularly update performance tracking systems and client reporting tools.
• Provide training and support to junior team members in portfolio analysis.

Requirements

Education

• Bachelor's degree in Finance, Mathematics, or related field
• Professional certification (CFA/ACCA) is preferred

Experience

• 4+ years of experience in financial services or banking environment

Technical Skills

• Data Analysis
• Excel and Financial Modelling

Soft Skills

• Teamwork
• Problem-Solving

Certifications

• Certificate in Financial Planning
• CFA Level III (preferred)

Languages

• English: Fluent

Advantageous

• Knowledge of ESG Investment Principles: Experience in incorporating environmental, social, and governance factors in investment analysis.
• Project Management Skills: Skills in project management to oversee portfolio initiatives effectively.

Benefits

• Comprehensive health and wellness programs
• Annual professional development budget
• Flexible working hours
• Employee recognition schemes

Company Culture

• Diversity and Inclusion: We celebrate diversity and are committed to creating an inclusive workplace.
• Continuous Learning: We invest in our employees’ growth and professional development through ongoing training.
• Work-Life Balance: We value our employees' well-being and offer flexibility to maintain a healthy work-life balance.