Job type
TemporaryLocation
LondonWorking Pattern
Full-timeSpecialism
Asset ManagementIndustry
Banking & Financial ServicesPay
Competitive
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.
