More jobs:
Investment Operations & Portfolio Oversight Specialist
Job in
Derby, Derbyshire, DE1, England, UK
Listed on 2026-09-12
Listing for:
Fram Search
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst
Job Description & How to Apply Below
Investment Operations & Portfolio Oversight Specialist
Join to apply for the Investment Operations & Portfolio Oversight Specialist role at Fram Search
Fram is working with an investment management firm that is looking to engage with an experienced Level 4 qualified investment professional to support investment colleagues across portfolio oversight, implementation, and operational investment processes. The position plays an important role in maintaining accuracy across portfolios and ensuring a consistent approach to how changes are executed and recorded. The role can be based anywhere in the UK.
Applicants must have the right to work in the UK.
Responsibilities- Monitor portfolios for drift, breaches, and suitability.
- Prepare and validate rebalancing instructions.
- Implement trades across multiple platforms and custodians.
- Interact regularly with providers and systems teams.
- Participate in transitions and the operational elements of updating underlying securities and funds.
- Contribute to investment reporting, performance summaries, and due diligence materials.
- Help strengthen data quality and workflow efficiency.
- Level 4 Diploma in Financial Planning or equivalent.
- Experience in portfolio implementation, investment operations, or multi-asset oversight.
- Strong organisational skills and a keen eye for accuracy.
- Confidence using investment systems and data tools.
- Ability to manage varied workflows and work autonomously.
Mid-Senior level
Employment typeFull-time
Job function- Analyst and Finance
- Investment Management and Financial Services
Referrals increase your chances of interviewing at Fram Search by 2x
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×