Implementation Analyst in London

We're looking for an Implementation Portfolio Analyst with strong attention to detail. Someone who takes a highly pro-active approach to assessing risk, highlighting and resolving process inefficiencies, and delivering process enhancements.

Overview of the Role: The Portfolio Implementation team interacts closely with the QEP team's Portfolio Managers, working alongside them in the management of their portfolios, focusing on trade order workflow, client take-on, cash flow management, currency hedging, portfolio transitions, corporate actions and investment restrictions. The team currently consists of 3 individuals, and we are looking to grow the team by adding a fourth team member. The role involves ensuring that the team's trades are executed in a timely and effective manner, liaising with Schroders’ global dealing teams and other functional areas. The team is responsible for overseeing the effective implementation of a high volume of trades and monitoring multiple markets and events. Role holders are expected to take a highly pro-active approach to assessing risk, highlighting and resolving process inefficiencies, delivering process enhancements, and should exhibit anticipation and sound decision-making.

The QEP Investment Team consists of 25 members, located in London, Sydney, Hong Kong and New York. The QEP Team manages $47bn across a range of global equity strategies, including dedicated EM strategies. The team is organised across three key functions:

• The portfolio management & research team is principally located in London with additional team members based in Hong Kong and Sydney. Its members are responsible for researching new ideas, enhancing existing models and making investment decisions.
• The portfolio implementation team is based in London and is responsible for day-to-day monitoring of client portfolios, implementing portfolio managers' investment decisions and managing cashflows.
• Our dedicated product management team is located in London and New York and are specialists in all aspects of our investment process enabling the investment team to focus on research and the management of our client’s assets.

About Schroders: We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we’ve been around for over 200 years but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

The base: We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.

What you'll do:

• Collaborate closely with QEP's Portfolio Managers, working alongside them in the management of their portfolios to ensure decisions are implemented in an accurate and timely manner.
• Drive continual improvement of the portfolio implementation process, effectively responding to market developments and changing priorities.
• Plan own workload, typically against a backdrop of changing priorities and or external events.

The knowledge, experience and qualifications you need:

• A methodical, technical mind-set, encompassing Microsoft Excel knowledge and experience with Order Management Systems (ideally Aladdin).
• A knowledge of equities investing in general and trading in equities and derivative instruments (futures, currency forwards and swaps) in particular.
• An appreciation of ESG considerations and their implications for investing.

The knowledge, experience and qualifications that’ll help:

• A familiarity with programming languages such as SQL would be desirable.
• Educated to degree level (or the equivalent); 2:1 or above, preferably in a numeric field, preferably progressing towards CFA designation.
• Experience of working in a similar or related role for an asset manager, or in a trading environment, would be helpful.
• Direct and effective communicator who is diligent, persuasive, confident and credible in dealing with management and colleagues.
• Ability to work effectively both as part of a team and independently.
• Ability to work calmly and effectively under pressure in a fast-paced environment, demonstrating resilience.
• Strong problem solving and analytical skills, anticipating potential issues and identifying solutions rather than highlighting problems.
• Demonstrates strong judgment and effective decision-making skills.
• Strong attention to detail.
• A curious mind-set, actively seeking opportunities to expand knowledge base.
• Take a highly pro-active approach to highlighting and resolving process inefficiencies, delivering process enhancements.
• Keen focus on personal development with an openness to feedback.

What this team offers: Innovative, start-up mentality. All ideas are welcome for consideration. The opportunity to contribute to the creation and management of Schroders’ new Active ETF business. Dedicated coding/developer team to respond to ever-evolving landscape. Opportunity to develop within and define the position by leveraging your strengths in alignment with organizational objectives. Expectation to evaluate and challenge accepted operating models and approaches.

We recognise potential, whoever you are. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.