Portfolio Implementation Analyst

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

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.

As Portfolio Implementation Analyst, your responsibilities will include among others:-

• Executing portfolio implementation tasks with low complexity and volume
• Monitoring and manage portfolio drift and dispersion
• Cash management as part of day-to-day implementation (raising cash for withdrawals, fees and planned payments)
• Tax-aware implementation, including CGT management and ISA subscription activity
• Excel capability and slightly more specific “desirable” experience points (model implementation experience, systems exposure, wrapper/tax awareness)
• Assist in managing trading errors and ensuring compliance with risk protocols
• Support the adoption of model portfolios across the team’s AUM
• Collaborate with Portfolio Managers to ensure accurate and timely implementation
• Adhere to risk and compliance metrics

Skills & Experience 

To be successful in this role, you should:-

• Have experience in investment or portfolio operations
• Have an understanding of the financial services industry and investment market
• Possess a strong ethic of client and customer service
• Prior experience using Avaloq, Xplan and/or Aladdin would be beneficial and working with portfolio and trading data
• Ability to work well in pressurised environment and prioritise work
• Excellent communication skills both written and verbal
• Good numeracy and analytical skills
• Strong attention to detail and ability to follow structured processes
• Basic understanding of investment products and portfolio construction
• Effective communication and collaboration skills

Professional Qualifications and Education

• Working towards the IMC or equivalent level 4 qualification

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

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 we're 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.