Portfolio Implementation & Compliance Lead

Pzena Investment Management; New York (NY); On-site; USD 130,000 - 140,000; Full time

Job summary

Pzena Investment Management in New York seeks a Senior Portfolio Management Associate to join the Operations team. You will collaborate with Portfolio Accounting, Trading, Trade Settlement, Application Development, and Investment teams to support the operational implementation of investment decisions and serve as a trusted partner to the Investment team.

In this role, you will implement the firm’s strategies across client portfolios, monitor compliance, prepare client communications and

Qualifications

• Bachelor’s degree required.
• 3–5 years of relevant professional experience.
• Proficiency with Microsoft Office Suite is required.

Responsibilities

• Portfolio Implementation – Implement the firm’s investment strategies across client portfolios, collaborating with the Investment team to execute portfolio decisions.
• Compliance – Monitor pre-trade compliance and ensure adherence to firm policies, client guidelines, and investment restrictions.
• Client/Marketing Correspondence & Reporting – Respond to client and internal inquiries with accuracy and ensure timely reporting.
• Security Setup & Maintenance – Review and maintain security data and ensure accuracy within the Security Master system.

Education

Bachelor’s degree

3–5 years of relevant professional experience

Tools

Microsoft Office Suite

Job description

Pzena Investment Management in New York seeks a Senior Portfolio Management Associate to join the Operations team. You will collaborate with Portfolio Accounting, Trading, Trade Settlement, Application Development, and Investment teams to support the operational implementation of investment decisions and serve as a trusted partner to the Investment team.

In this role, you will implement the firm’s strategies across client portfolios, monitor compliance, prepare client communications and