Assistant Implementation Portfolio Manager

Job Purpose:

The Assistant Implementation Portfolio Manager is a key member of the CIO Office, supporting the delivery and ongoing management of Raymond James Wealth Management’s centrally managed investment solutions. Working closely with Portfolio Managers and the wider investment team, you will be responsible for the efficient implementation of investment decisions across client portfolios, ensuring portfolios remain aligned to agreed investment models, risk parameters and client objectives.

This role offers excellent exposure to portfolio construction, investment implementation, trading, risk monitoring and discretionary portfolio management within a growing investment function. It is ideally suited to an ambitious investment professional seeking to develop towards a Portfolio Manager position while gaining hands-on experience across the full investment lifecycle.

Key Areas of Responsibility:

• Support the implementation and ongoing management of centrally managed investment solutions and discretionary portfolios.

• Execute portfolio trades, rebalancing activities and cash management instructions in a timely and controlled manner.

• Assist in the construction, implementation and maintenance of investment models, ensuring client portfolios remain aligned with strategic asset allocation and investment objectives.

• Monitor portfolio positioning, risk metrics and suitability to ensure alignment with client mandates and BITA risk profiles.

• Support Portfolio Managers in the ongoing oversight and management of tailored and model-based portfolios.

• Manage investment implementation processes for new clients, portfolio transitions, cash allocations and standing orders.

• Produce portfolio analytics, management information, investment reporting and client-facing materials.

• Respond efficiently to adviser and stakeholder queries, ensuring a high level of service and effective execution of investment requests.

• Utilise portfolio management and trading systems to support operational efficiency, investment governance and portfolio oversight.

• Coordinate with Operations, Middle Office and other internal stakeholders to ensure the accurate execution of investment activity.

• Support relationships with external providers, including risk rating agencies and investment platform partners.

• Contribute to investment research, portfolio reviews and the ongoing enhancement of investment processes and capabilities within the CIO Office.

• Assist with the continued development and growth of the firm's discretionary investment offering and centralised investment proposition.

Qualifications & Experience:

• Degree educated in Finance, Economics, Mathematics or a related discipline, or equivalent relevant industry experience.