Portfolio Associate

4726931

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Job type
Temporary
Location
London
Working Pattern
Full-time
Specialism
Asset Management
Industry
Banking & Financial Services
Pay
Competitive

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Investment Operations, Portfolio Associate, Contract, London, Asset Management

CONTRACT | PORTFOLIO ASSOCIATE

A global investment management firm is seeking a resourceful Portfolio Associate to support its dynamic team. This is an excellent opportunity to contribute to a diverse range of investment strategies and gain exposure to a fast-paced environment.

Key Responsibilities:

Address portfolio and operational issues by responding to front office enquiries with a solutions-focused approach.
Oversee the monitoring and reconciliation of cash and asset inflows/outflows, maintaining accurate data tracking spreadsheets.
Facilitate communication between portfolio managers and operations, handling account openings/closings, asset transfers, and trade-related queries.
Provide comprehensive support for daily trading activities, foreign exchange processing, and a variety of administrative tasks.

Candidate Profile:

Solid experience in the asset management sector.
Bachelor’s or equivalent university degree.
In-depth understanding of financial markets and investment operations.
Exceptional communication and relationship-building skills.
Strong analytical mindset and technical proficiency.
Proactive, adaptable, and collaborative, with a proven ability to work independently and within a team.

Apply through LinkedIn

Talk to Lily Millen, the specialist consultant managing this position

Located in London-City, 5th Floor, 107 Cheapside, Telephone +44333 010 5247

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