Portfolio Implementation Associate

Mason Blake; Greater London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Portfolio Implementation Associate to join their dynamic Portfolio Management team. This exciting role involves implementing investment ideas across diverse multi-asset portfolios, managing order generation, and analyzing trade risks. You will collaborate with Client Relationship Managers and contribute to investment discussions, all while building relationships with stakeholders to ensure alignment with responsible practices. If you're looking to advance your career in a distinctive investment management business, this opportunity is perfect for you.

Qualifications

• Relevant experience in portfolio implementation or FMA roles is essential.
• Degree from a reputable UK university is required.

Responsibilities

• Manage portfolio order generation and transitions across asset classes.
• Support client queries and analyze trade risks.

Skills

Portfolio Management

Risk Analysis

Communication Skills

Teamwork

Mathematical Skills

Education

Degree from a reputable UK university

Tools

Excel

Trade Analytics Tools

Job description

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

Responsibilities:

• Manage portfolio order generation, cash, 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 pre-trade analysis.
• Implement portfolio re-allocations and trading utilizing risk models and other trade analytics tools.
• Initiate projects to improve the oversight of underlying assets.
• Build internal models to identify areas for potential cost-savings.
• 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 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.

If you believe your experience meets the criteria of the Portfolio Implementation Associate, please apply with a copy of your CV.

Note:

This is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

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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