Job Purpose
The role of a Portfolio Implementation Analyst is to support the implementation of model portfolios into client portfolios ensuring alignment with investment strategy while accommodating client system and product constraints. The role will work closely with Portfolio Management to understand portfolios target states and investment managers to understand the unique requirements of discretionary portfolio service mandates. The individual will be responsible for ensuring client portfolios continued Suitability whilst feeding back to Portfolio Managers and investment managers any constraints. Additionally the role will ensure adherence to risk and compliance metrics and contribute collegiately to the commercial team.
Qualifications :
Key Responsibilities
Skills Experience & Qualifications
Professional Qualifications and Education
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include:
We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work :
No
Employment Type :
Full-time
Experience: years
Vacancy: 1
Portfolio Implementation Analyst • Bristol, England, UK
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