Portfolio Implementation Analyst, Multi-Asset
Portfolio Implementation Analyst, Multi-Asset

Portfolio Implementation Analyst, Multi-Asset

Full-Time 48000 - 72000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support portfolio managers by implementing investment decisions and managing trade orders.
  • Company: Dynamic investment firm with a focus on multi-asset strategies.
  • Benefits: Competitive salary, professional development, and a collaborative work environment.
  • Why this job: Join a team that bridges investment strategy and execution, making a real impact.
  • Qualifications: 4-8 years in a similar role, advanced Excel skills, and a keen interest in financial markets.
  • Other info: Equal opportunities employer, welcoming diverse applicants.

The predicted salary is between 48000 - 72000 Β£ per year.

Job details

Location

London

Date Posted

12 March 2024

Category

Investment

Job Type

Job ID

Competitive

Description

The portfolio implementation team is the link between the Portfolio Managers and Traders and will be responsible for the implementation of investment views across portfolios held within a wide range of strategies.

The main responsibilities include:

  • Providing active support to portfolio managers including implementing investment decisions across strategies in a timely manner
  • Modelling investment views across a range of portfolios
  • Managing trade order, ensuring efficient execution
  • Oversight of cash flows, and managing rebalancing of portfolios in a timely and effective manner
  • Monitoring asset allocations and FX hedges across funds
  • Ensure portfolios and funds are aligned with house view and managed within appropriate parameters

Ideal Candidate Profile:

  • 4-8 years\’ experience in a similar role function on the buy-side
  • Knowledge of a wide range of investment strategies and asset classes
  • Advanced Excel skills
  • CFA qualification would be preferable
  • Ability to multi-task, prioritise and deliver high standard of work under pressure of tight deadline
  • Excellent attention to details
  • Strong interpersonal and communication skills
  • Keen interest in financial markets

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

Apply for this job

Portfolio Implementation Analyst, Multi-Asset employer: Mason Blake

As a leading investment firm located in the heart of London, we pride ourselves on fostering a dynamic and inclusive work culture that encourages professional growth and collaboration. Our employees benefit from competitive compensation packages, ongoing training opportunities, and the chance to work alongside industry experts in a fast-paced environment that values innovation and excellence. Join us to be part of a team that not only drives investment success but also prioritises your career development and well-being.
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Contact Detail:

Mason Blake Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Portfolio Implementation Analyst, Multi-Asset

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance world, especially those who work in portfolio management or trading. A friendly chat can lead to insider info about job openings that aren't even advertised yet.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of investment strategies and asset classes. We recommend creating a cheat sheet of key concepts and recent market trends to impress your interviewers with your expertise.

✨Tip Number 3

Showcase your Excel skills! During interviews, be ready to discuss how you've used advanced Excel functions in past roles. Maybe even bring along a portfolio of your work to demonstrate your capabilities.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Portfolio Implementation Analyst, Multi-Asset

Portfolio Management
Investment Strategy Implementation
Trade Order Management
Cash Flow Oversight
Rebalancing Portfolios
Asset Allocation Monitoring
FX Hedge Management
Advanced Excel Skills
CFA Qualification
Multi-tasking
Prioritisation
Attention to Detail
Interpersonal Skills
Communication Skills
Interest in Financial Markets

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the Portfolio Implementation Analyst role. Highlight your experience in investment strategies and asset classes, and don’t forget to showcase those advanced Excel skills we’re looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial markets and how your background aligns with our needs. Keep it concise but impactful – we want to see your personality!

Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. A polished application reflects your ability to deliver high standards of work, even under pressure.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Mason Blake

✨Know Your Investment Strategies

Make sure you brush up on various investment strategies and asset classes before the interview. Being able to discuss how different strategies can be implemented in portfolios will show your depth of knowledge and interest in the role.

✨Excel Skills Are Key

Since advanced Excel skills are a must for this position, practice using Excel functions relevant to portfolio management. Be prepared to demonstrate your proficiency, as you might be asked to solve a problem or analyse data during the interview.

✨Showcase Your Attention to Detail

Prepare examples from your past experience where your attention to detail made a significant impact. This could be related to managing trade orders or ensuring accurate cash flow oversight. Highlighting these instances will resonate well with the interviewers.

✨Communicate Effectively

Strong interpersonal and communication skills are essential for this role. Practice articulating your thoughts clearly and concisely. You might also want to prepare questions that demonstrate your engagement and understanding of the company's investment philosophy.

Portfolio Implementation Analyst, Multi-Asset
Mason Blake

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