The Portfolio Implementation team models portfolio-manager-driven investment views, facilitates tactical trade instructions, monitors asset allocations and cash balances, and manages portfolio constructions and liquidations. The team works in a dynamic, fast-paced environment where accuracy and clear communication are paramount to success. The team collaborates closely with multiple departments across the business including portfolio managers, traders, operations, compliance and client onboarding.
In this role you will:
Partner with portfolio managers and traders to efficiently implement investment views across Fixed Income, Equity and Multi Asset portfolios
Oversee trade orders from inception to completion
Develop expertise in the order management system and actively seek to improve processes
Handle oversight of fund cash flows, rebalancing of portfolios, and ongoing monitoring of asset allocations, cash positions, and foreign exchange sweeps
Manage currency hedging for all relevant portfolios, including necessary rolls and adjustments
Develop a deep understanding of investment mandates and monitor portfolio compliance with investment guidelines and regulatory restrictions
Embrace AI tools such as Claude, and use them to streamline legacy processes
Manage portfolio transitions and restructures, delivering optimal outcomes for clients
You should consider applying if you have:
3+ years of experience in Asset Management
Strong understanding of all asset classes: equity, money market, fixed income and derivative instruments
Experience with Charles River is highly advantageous
Demonstrated ability to participate in cross-functional projects and support timely execution, balancing multiple priorities and stakeholders in a fast-paced environment
Proven experience managing portfolio transitions, restructures, or asset transfers
Proficiency in Excel, and a solid understanding of MS Office. VBA, Power BI and/or other coding skills desirable (Python/SQL)
Familiarity with Bloomberg
Excellent interpersonal and communication skills
Strong investment knowledge with a keen interest in financial markets
A meticulous attention to detail and a commitment to accuracy
Robust problem-solving abilities
A relevant degree, CFA or CA advantageous
Some of the attributes we look for in a person are:
The ability to 'approach and own' and continuously look for opportunities to develop
Driven by results
A client-focused and collaborative approach
The ability to build and maintain meaningful relationships