Portfolio Implementation Analyst - Equities

Mason Blake; London; On-site; USD 60,305 - 100,509; Full time

Job summary

An established industry player in asset management is seeking a Portfolio Implementation Analyst to join their dynamic team in London. In this pivotal role, you will collaborate closely with the Global Equities desk, providing essential support to portfolio managers by implementing investment strategies across various portfolios. Your expertise in equity markets and advanced Excel skills will be crucial in managing trade orders, overseeing cash flows, and ensuring that portfolios align with the firm's investment views. This is an exciting opportunity to make a significant impact in a fast-paced environment while furthering your career in finance.

Qualifications

• 2-5 years’ experience in a similar role at an asset management firm.
• Strong understanding of equity markets and advanced Excel skills.

Responsibilities

• Support portfolio managers by implementing investment decisions across strategies.
• Manage trade orders and oversee daily cash flows.

Skills

Equity Markets Understanding

Excel Skills

Interpersonal Skills

Attention to Detail

Multi-tasking

Communication Skills

Job description

Job details

Location

London

Date Posted

3 October 2024

Category

Investment

Job Type

Permanent

Job ID

Competitive

Description

A global asset management firm is looking to hire a Portfolio Implementation Analyst.

The successful candidate will work closely with the Global Equities desk, aiding the investment process by supporting the Portfolio Manager in implementing investment views across portfolios.

The main responsibilities include:

• Providing active support to portfolio managers including implementing investment decisions across strategies in a timely manner
• Responsible for modelling investment views across strategies
• Managing trade orders, ensuring efficient and timely execution
• Oversee daily cash flows and manage rebalancing of portfolios
• Produce daily reports for Portfolio Managers on portfolio positioning and trading
• Ensure portfolios and funds are aligned with house view and managed within appropriate parameters

Ideal Candidate Profile:

• 2-5 years’ experience in a similar role at an asset management firm
• Strong understanding of equity markets
• Advanced Excel skills
• Ability to multi-task, prioritise and deliver high standards of work under pressure of tight deadline
• Excellent attention to details
• Strong interpersonal and communication skills
• Keen interest in financial markets

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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