Join us as a Discretionary Construction Associate

• This is an opportunity to add value and deliver lasting results as you drive a consistent and accurate client-driven construction of all existing and future client portfolios
• We’ll look to you to implement all investment client portfolios following event-driven activities, ensuring suitability across various client groups, risk profiles and outcomes
• You'll enjoy great exposure across a variety of client groups, opening up significant networking opportunities and scope for career development and progression
• You’ll work from home some of the time, but you’ll also two days a week working from our London office

What you'll do

As an integral part of the team, you’ll be making sure that our client investment portfolios are constructed in a manner that is compliant with legal, regulatory and structural restrictions. As a strong team player, you’ll collaborate with and support wealth and portfolio managers in relation to the portfolio construction process, driving success across the business.

Your role will also involve:

• Managing fund and security level changes to client portfolios on a client directed and event activity, making sure they are in line with approved securities lists
• Making sure all client specific restrictions are adhered to and that portfolios are constructed in an efficient and timely manner
• Supporting client requests for all client portfolios in a timely manner

The skills you'll need

We’re looking for someone with excellent relationship building and interpersonal skills, and the ability to work well as part of a team. You should have strong data management and analysis capabilities, along with the ability to translate your knowledge and experience into recommendations that add value to the business.

You’ll also need:

• Strong knowledge of the regulated environment and designing and implementing operational procedures
• A good understanding of legal, regulatory and industry requirements
• Experience of providing technical data to inform decision making

Hours

35

Job Posting Closing Date:

03/12/2025

Ways of Working:Office First