Portfolio Implementation Manager
Not disclosed
Salary
Not disclosed by employer
£56,500
Going rate
Skilled Worker going rate
This role likely qualifies for a Skilled Worker visa
SOC 2440 (85% match) is an eligible occupation, with a going rate of £56,500, and RAYMOND JAMES FINANCIAL INTERNATIONAL LIMITED is a licensed sponsor. That is our reading of the rules. Whether they issue a Certificate of Sponsorship is still their call.
This could also be SOC 3534 (Financial accounts managers, Title says 'portfolio manager' and involves investment management). We read the code off the advert, so it is our best guess, not the employer's.
About the role
This position is ideal for someone who thrives on precision, operational discipline, and cross team collaboration. You’ll help ensure portfolios are executed accurately, remain aligned to investment models, and support the delivery of high quality information across the business.
This is a key coordination role, working closely with Investment Management, Trading, Operations, and Wealth Managers to ensure smooth portfolio implementation and exceptional client outcomes.
What You’ll Do
Portfolio Implementation & Trading
- Execute model‑driven trades, rebalancing activity, and cash management across centrally managed portfolios.
- Maintain alignment between client portfolios and agreed investment strategies.
- Support the implementation of tailored mandates across internal and external platforms (including Hubwise).
Portfolio Monitoring & Risk Oversight
- Monitor portfolios to ensure they remain within risk tolerances and BITA profiles.
- Assist in producing monitoring packs, risk reports, and portfolio analytics.
- Liaise with risk rating agencies to support ongoing product ratings.
Client & Stakeholder Support
- Respond promptly and clearly to investment‑related queries from wealth managers.
- Support senior portfolio managers with tailored mandates, including trade preparation and portfolio reviews.
- Work closely with Middle Office and Operations to ensure smooth settlement and accurate data flow.
Governance, Control & Regulatory Responsibilities
- Operate within the First Line of Defence, ensuring risks are identified and appropriately controlled.
- Maintain competence under MiFID II Information Provider requirements, including annual reassessment and CPD.
- Adhere to SMCR obligations relating to the Certification Regime.
Qualifications & Experience
- Degree in Finance, Economics, or a related field (or equivalent experience).
- 3–5 years’ experience in portfolio implementation, trading support, risk monitoring, or multi‑asset portfolio management.
- CISI Level 4 required; IMC or CFA Level I preferred.
- Experience within a UK wealth or asset management environment.
Knowledge & Skills
- Strong understanding of investment processes, asset allocation, and risk management.
- Working knowledge of FCA regulations, including Conduct of Business and AML frameworks.
- High proficiency with MS Office and financial data tools (Bloomberg, FactSet, or similar).
- Experience with OMS/PMS platforms (e.g., Aladdin, Charles River, Thinkfolio, Bloomberg AIM) is desirable.
- Excellent analytical, problem‑solving, and communication skills.
- Strong attention to detail and the ability to work independently with accountability.
- A collaborative, adaptable approach and a commitment to high‑quality delivery.
This description is the source posting as it read when we added it. We are not affiliated with RAYMOND JAMES FINANCIAL INTERNATIONAL LIMITED, so check their own site for the current details.
Where this offer sits in the market
SOC 2440 · UK · ONS ASHE 2025 · ~271k in sampleSimilar sponsored roles
See all UK visa jobsNo close matches live right now.
Browse more sponsored jobs at RAYMOND JAMES FINANCIAL INTERNATIONAL LIMITEDAbout sponsorship for this role
Does this job guarantee visa sponsorship?
Not necessarily. RAYMOND JAMES FINANCIAL INTERNATIONAL LIMITED holds a sponsor licence, but sponsorship for a specific hire is always the employer's decision. Be upfront in your application that you'll require it.
What salary is needed for this role to be eligible?
The offer must clear both the general threshold and the SOC 2440 going rate of £56,500. New-entrant and shortage discounts can lower it.