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The Portfolio Management Group (PMG) supports the Investment team in the implementation of portfolio strategy across client accounts. The team is co-located in the USA, London and Australia and oversees the management of all Institutional client accounts investing in the firm's equity services. Portfolio Implementation Associates initiate equity and currency trades, interacting closely with Portfolio Managers and Traders, and monitor the portfolios on an ongoing basis. Portfolio Implementation Associates develop a deep understanding of the firm's investment products and operational policies and procedures.
Specific responsibilities may include:
Implementing investment decisions for separately managed accounts and funds.
Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines.
Addressing client requests and managing events throughout the client's lifecycle, such as cash flows, transitions, and account openings and closings.
Liaising with other departments internally, including Portfolio Management, Research, Legal and Compliance, Sales and Marketing, Trading, and Operations.
Project based initiatives related to process improvement and implementing new strategies.
The successful candidate will have the following attributes:
An interest in the financial markets and equity portfolio management.
Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios.
The ability to prioritise, multitask and work effectively with a team in a deadline-driven environment.
Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organisation.
An ability to think holistically, understand end-to-end processes, and reconsider the status quo.
A proactive and inquisitive approach toward new challenges and problem-solving.
Experience with coding (i.e. Python, SQL, VBA) or visualisation tools like Power BI is a plus
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.