Investment Portfolio Operations Analyst

Overview

In this role you support the FundHouse portfolio service by maintaining model portfolio data, handling platform administration, and executing trades. You collaborate with third-party providers, clients, and internal teams to ensure accurate reporting and timely responses. You will deepen knowledge of UK retail investment platforms and the fund universe to drive growth and platform presence. This position offers a hands-on path to impact client outcomes and operational excellence within a collaborative team.

Pay / Benefits

• professional development opportunities
• supportive leaders
• vibrant and inclusive culture
• career opportunities
• flexible/hybrid work options
• well-being benefits

Responsibilities

• Maintain model portfolio data using internal Excel tools and third-party data providers
• Administer and maintain model portfolios on platforms and execute trades
• Build strong relationships with model portfolio teams at third-party providers, clients, and internal stakeholders
• Manage operational queries via email and phone; produce and distribute client reporting; manage access to the Client Support Site
• Develop a deep understanding of UK retail investment platforms, portfolios, and the fund universe to support growth on platforms and client growth

Key requirements

• Experience within an Investment Operations environment
• Intermediate/advanced Excel (to be tested at interview)
• Good understanding of model portfolios
• Some experience with retail investment platforms
• Ability to meet deadlines in an organized and efficient manner

• Client-facing experience desirable
• Hardworking team player with strong listening skills
• Ability to translate new ideas into clear, digestible content
• Excel
• Knowledge of UK retail investment platforms
• Model portfolios

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