Portfolio Implementation Specialist

New Yesterday

Job Description

Our client, a market leading and privately owned investment manager, is looking for a Portfolio Implementation Specialist to join their established team and play a key part in increasing their Investment team’s capacity.

The role will include:

  • Increasing portfolio management and research capacity, by bulk trading, completing trade transmissions, new account cash deployment and withdrawal cash raises.
  • Helping to strengthen process resilience by providing oversight of the end to end dealing process and supporting the CIO to mitigate order execution risk.
  • Enhancing operational consistency by implementing and enhancing standardised procedures for trading.
  • Improving cross-team communication by co-ordinating with all necessary teams when implementing portfolio best practices.

The successful candidate will:

  • Have a similar background within a boutique asset manager, wealth manager or investment firm
  • Have a comprehensive understanding of portfolio implementation, dealing workflows and investment operations.
  • Be extremely organised, have excellent customer service, attention to detail and be able to easily manage priorities.
Location:
London
Category:
Technology

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