JobMesh

Portfolio Implementation Manager

Charles Stanley · London, England, GB

This position is ideal for someone who thrives on precision, operational discipline, and cross team collaboration. You’ll help ensure portfolios are executed...

Job description

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 wea...