Strategic Portfolio Implementation Lead – Charles River IMS

Socket.dev; Chicago (IL); On-site; USD 95,000 - 110,000; Full time

Job summary

Harris Associates L.P. in Chicago seeks a Portfolio Implementation professional to collaborate with Portfolio Managers and Traders to implement investment strategies using Charles River IMS.

You will translate client guidelines into rules, monitor cash and compliance, and support onboarding and transitions with a focus on operational efficiency. The role requires 5+ years in investment management, a strong academic record, and proficiency with CRIMS, Bloomberg/FactSet, and Salesforce.

Qualifications

• Bachelor’s degree with a strong academic track record.
• Minimum 5 years of relevant experience in the investment management industry.
• Knowledge of investment process, and understanding of various product types.
• Experience reviewing client and regulatory guidelines.
• Interest in financial markets and instruments.
• Excellent organizational skills and attention to detail, ability to manage competing priorities and deadlines.
• Excellent interpersonal skills with the ability to work independently and as a member of a team.
• Ability to communicate with individuals at all levels of the firm.
• Willingness to learn.
• Charles River IMS
• Bloomberg/FactSet
• Salesforce

Responsibilities

• Collaborate with Portfolio Managers and Traders to implement investment strategies via order origination in Charles River IMS.
• Utilize critical thinking skills to anticipate portfolio management needs and provide suggestions for portfolio adjustments.
• Perform dispersion monitoring and provide recommendations to Portfolio Managers on portfolio rebalances.
• Conduct all pre-trade compliance reviews and monitor portfolio positions versus client and regulatory guidelines.
• Review and monitor cash levels across all products and perform cash flow management to meet client cash directives.
• Perform client account onboarding activities and transitions; translate written client guidelines into enforceable rules in Charles River IMS.
• Respond to ad hoc requests from Portfolio Managers and provide analytical support and improvement suggestions.
• Demonstrate proficiency with Charles River IMS and independently perform order management workflows and analyze portfolios within the platform.
• Work directly with Technology organization and lead efforts to enhance Charles River.
• Demonstrate deep mastery of all standard Portfolio Implementation workflows and provide guidance to junior team members.

Skills

Interpersonal skills

Communication skills

Attention to detail

Education

Bachelor’s degree

Tools

Charles River IMS

Bloomberg/FactSet

Salesforce

Job description

Harris Associates L.P. in Chicago seeks a Portfolio Implementation professional to collaborate with Portfolio Managers and Traders to implement investment strategies using Charles River IMS.

You will translate client guidelines into rules, monitor cash and compliance, and support onboarding and transitions with a focus on operational efficiency. The role requires 5+ years in investment management, a strong academic record, and proficiency with CRIMS, Bloomberg/FactSet, and Salesforce.