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- Tasks: Support portfolio managers in managing and executing trades efficiently.
- Company: Join a top-tier Asset Manager in the heart of London.
- Benefits: Gain valuable experience in investment management with potential for growth.
- Why this job: Be part of a dynamic team, enhancing your analytical skills in a fast-paced environment.
- Qualifications: Previous front office support experience and strong Excel skills are essential.
- Other info: This is a temporary role with opportunities to learn from industry leaders.
The predicted salary is between 36000 - 60000 £ per year.
This is an excellent opportunity for a Portfolio Analyst to work within a top tier Asset Manager. The role is based in the city and is a key element of the Portfolio Management Group. This position sits between the fund managers and trading desks, focusing on the firm’s Equity business. The successful candidate will be responsible for providing active support to portfolio managers on the day to day running of their portfolios and is expected to be well acquainted with investment and dealing processes.
Key responsibilities include:
- Working closely with portfolio managers and dealers to implement investment and ensure efficient trade execution across portfolios.
- Managing trade orders from entry to completion.
- Oversight of cash inflows and outflows, to ensure efficient execution of investment mandate and client instructions.
- Manage rebalancing of portfolios in a timely and effective manner.
- Ongoing monitoring of asset allocations, cash positions, and foreign exchange sweeps across portfolios.
Minimum Requirements:
To be considered for this role, applicants require previous experience in front office support in an Investment Management firm. Strong analytical skills and Excel skills are essential. They are looking for a candidate who is a quick thinker, with the ability to work in a fast-paced environment.
Fund Manager Assistant / Portfolio Implementation employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fund Manager Assistant / Portfolio Implementation
✨Tip Number 1
Network with professionals in the investment management industry. Attend relevant events or webinars where you can meet fund managers and portfolio analysts. Building these connections can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in equity markets and investment strategies. Being knowledgeable about current market conditions will help you engage in meaningful conversations during interviews and demonstrate your passion for the field.
✨Tip Number 3
Brush up on your Excel skills, particularly in areas like data analysis and financial modelling. Consider taking online courses or tutorials that focus on advanced Excel functions, as these are crucial for the role of a Fund Manager Assistant.
✨Tip Number 4
Prepare for potential case studies or practical assessments during the interview process. Practice analysing portfolios and making recommendations based on hypothetical scenarios, as this will showcase your analytical skills and understanding of portfolio management.
We think you need these skills to ace Fund Manager Assistant / Portfolio Implementation
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and front office support. Emphasise your analytical skills and proficiency in Excel, as these are crucial for the role.
Craft a Strong Cover Letter: In your cover letter, explain why you are interested in the Fund Manager Assistant position. Mention specific experiences that demonstrate your ability to support portfolio managers and manage trade orders effectively.
Highlight Relevant Skills: Clearly outline your skills related to trade execution, cash management, and portfolio rebalancing. Use examples from previous roles to illustrate your capabilities in a fast-paced environment.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is vital in the investment management field.
How to prepare for a job interview at Mason Blake
✨Know Your Investment Basics
Make sure you brush up on your knowledge of investment processes and portfolio management. Understanding the fundamentals will help you answer questions confidently and demonstrate your suitability for the role.
✨Showcase Your Analytical Skills
Prepare to discuss your analytical skills and how you've applied them in previous roles. Be ready to provide examples of how you've used Excel or other tools to analyse data and support decision-making.
✨Demonstrate Quick Thinking
Since the role requires working in a fast-paced environment, be prepared to answer situational questions that assess your ability to think on your feet. Practice articulating your thought process clearly and concisely.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the firm and the role. Inquire about their investment strategies or how they measure success in portfolio management to leave a lasting impression.
