Portfolio Implementation Associate - London, United Kingdom - Mason Blake

Mason Blake

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client, a leading asset manager is looking to recruit a
Portfolio Implementation Associate into the Portfolio Management team. The role is involved implementation of investment ideas across a wide range of multi-asset portfolios.

Responsibilities:

Manage portfolio order generation, cash and FX and transitions across equity and fixed income asset classes.
Support Client Relationship Managers in preparing answers to DDQs and client queries.
Analyse trade risks and formulate implementation plans driven by pretrade analysis.
Implement portfolio reallocations and trading utilising risk models and other trade analytics tools.
Initiate projects to improve the oversight of underlying assets.
Build internal models to identify areas for potential costsavings
Ensure positions are booked and reflected correctly; raise processing errors back to operations' teams.
Build relationships with internal and external stakeholders to ensure alignment in responsible exclusion practices and SFDR requirements
Contribute to investment discussions.

Ideal Profile:

Relevant work experience working in a similar portfolio implementation or FMA position
Degree qualification from a reputable UK university
Excellent communication and team working skills
Advanced Excel and strong Maths knowledge essential

This is an ideal opportunity for a motivated
Portfolio Implementation Associate looking to propel their career in a distinctive investment management business.