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For Companies At a Glance
- Tasks: Join our team to implement investment ideas across diverse multi-asset portfolios.
- Company: Work with a leading asset manager known for innovation and excellence.
- Benefits: Enjoy competitive pay, career growth opportunities, and a collaborative work environment.
- Why this job: Be part of impactful investment discussions and drive real change in asset management.
- Qualifications: Degree from a reputable UK university and relevant experience in portfolio implementation required.
- Other info: This is a highly competitive role; apply now to stand out!
The predicted salary is between 36000 - 60000 £ per year.
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 and 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 utilising 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 working 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.
Portfolio Implementation Associate employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Implementation Associate
✨Tip Number 1
Familiarise yourself with the latest trends in multi-asset portfolio management. Understanding current market conditions and investment strategies will help you engage in meaningful discussions during interviews.
✨Tip Number 2
Brush up on your Excel skills, especially advanced functions and data analysis tools. Being able to demonstrate your proficiency in Excel can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the asset management industry. Attend relevant events or join online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 4
Prepare to discuss your experience with risk models and trade analytics tools. Be ready to share specific examples of how you've used these in previous roles to enhance your candidacy.
We think you need these skills to ace Portfolio Implementation Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio implementation or similar roles. Emphasise your skills in managing multi-asset portfolios, cash and FX transitions, and any analytical tools you've used.
Showcase Communication Skills: Since excellent communication is key for this role, include examples of how you've effectively collaborated with teams or managed client relationships in your previous positions.
Highlight Technical Proficiency: Demonstrate your advanced Excel skills and strong Maths knowledge. Mention specific projects or tasks where you utilised these skills to analyse trade risks or implement portfolio re-allocations.
Craft a Compelling Cover Letter: Write a cover letter that connects your experience to the responsibilities outlined in the job description. Discuss your motivation for applying and how you can contribute to the investment management team.
How to prepare for a job interview at Mason Blake
✨Know Your Portfolio Management Basics
Brush up on your knowledge of portfolio management principles, especially around multi-asset portfolios. Be prepared to discuss how you would implement investment ideas and manage order generation effectively.
✨Demonstrate Analytical Skills
Since the role involves analysing trade risks and formulating implementation plans, be ready to showcase your analytical skills. Prepare examples of how you've used data analysis in previous roles, particularly with risk models or trade analytics tools.
✨Showcase Communication Skills
Excellent communication is key in this role, especially when supporting Client Relationship Managers. Practice articulating complex financial concepts clearly and concisely, as you may need to explain your thought process during the interview.
✨Prepare for Technical Questions
Expect technical questions related to Excel and Maths, as these are essential for the position. Brush up on advanced Excel functions and be ready to solve some mathematical problems on the spot to demonstrate your proficiency.
