Portfolio Support Analyst

If you have the following then please get in touch about this great opportunity to open and manage client portfolio:

Ability to operate under pressure and to tight deadlines
Goal-orientated with capability to think independently and solve complicated problems
Willingness to learn and attention to detail
strong analytical, problem solving, and communication skills at all levels
Team spirit

Postholder will ensure client cash flows additions or withdrawals and changes in portfolio strategy implemented with minimal client impact; maintain investment mandates and apply investment guidelines; maintain and update model portfolios and PIU and communication; review manual processes, considering risks and recommending potential solutions; act as contact for third party custody onboarding and queries; ensure client deadlines, internally agreed KPIs, SLAs and client reporting requirements met; undertake daily oversight checks including Batch reports, debit balances, CASS requirements, and daily bargain reports; ensure portfolio discounts correctly approved and portfolios updated to reflect new agreed fee rates; running analytical reports for variety of investment strategies; oversee business related projects; assist with preparing pitches to prospective clients across strategies and with production of technical materials for presentations; own intranet pages; build relationships; escalate breaches.
Closing date 4 March 2025.