Portfolio Implementation Analyst / Associate – Long/Short Equity
Octavius Finance, a specialist recruiter within quantitative financial markets, is working with a London-based investment manager seeking to hire a Portfolio Implementation Analyst / Associate.
This role sits close to the investment team and offers broad exposure across portfolio implementation, investment operations, investor support and business-facing project work. Working closely with Portfolio Managers, trading, operations and senior stakeholders, the successful candidate will play a key role in ensuring investment decisions are implemented accurately and efficiently across pooled funds and managed accounts.
This is an excellent opportunity for someone with 2-5 years’ experience in a front or middle office role who is looking to build a career within an investment-led environment while gaining direct exposure to portfolio management, fund structures and the wider investment process.
Key Responsibilities
• Supporting portfolio implementation across pooled funds and managed accounts.
• Assisting with portfolio rebalancing, strategy alignment and account replication.
• Managing account flows, including subscriptions, redemptions, scaling and rebalancing activity.
• Preparing and raising orders for the investment team with accurate and timely execution instructions.
• Supporting the production of portfolio data, performance analysis and investor materials.
• Assisting with pitch materials, client presentations and business development documentation.
• Coordinating investment team inputs into RFPs, DDQs and operational due diligence processes.
• Supporting investment-related projects across the wider business.
• Working closely with Portfolio Managers, trading, operations, investor relations and senior stakeholders.
Requirements
• 2-5 years’ experience within a front office, middle office, portfolio implementation, investment operations, investment support or portfolio operations role.
• Experience within a hedge fund, asset manager or broader investment management environment.
• Working understanding of portfolio implementation, the trade lifecycle and fund structures.
• Strong Excel skills and confidence working with portfolio and performance data.
• Strong attention to detail and accuracy, particularly under time pressure.
• Clear communication skills and the ability to own processes end to end.
• Ability to work in a fast-paced investment environment and manage multiple priorities.
• Comfortable working with investment teams, trading, operations and senior business stakeholders.
Backgrounds of interest may include Portfolio Implementation Analyst, Investment Operations Analyst, Portfolio Operations Analyst, Investment Support Analyst, Middle Office Analyst, Investment Operations Associate, Product Specialist, Business Analyst or Trading Assistant roles.
Additional Information
• Level: Analyst / Associate.
• Location: London.
• Hybrid working pattern, with a minimum of three days per week in the office.
About Octavius Finance
Octavius Finance specialises in the recruitment of Portfolio Managers, Equity Analysts, Quantitative Researchers, Traders and investment professionals across hedge funds, asset managers, proprietary trading firms and other investment-led organisations.
To apply, please submit a copy of your Word CV to fundmanagement@octaviusfinance.com