Salary: £35,000 - £45,000
Our client is a well-established Asset and Wealth Management firm with over 150 years of history. Their Private Wealth division is seeking an experienced individual to join their expanding Portfolio Management team at their London headquarters. An ideal profile would include excellent experience within a competitor wealth business, an exceptional educational background and have attained professional qualifications i.e. CISI, CFA, etc.
DUTIES WOULD INCLUDE;
Support the Portfolio Managers with their client books across trusts, pensions, ISAs, offshore bonds and private onshore accounts.
Manage investments of fund cash flows, order generation, and daily cash management within guidelines.
Work on implementation and management of multi-asset portfolios and other internally managed strategies.
Implementation of portfolio transitions and trading utilising risk models and other trade tools.
Research implementation costs associated with various strategies and work with the dealing desk and transition managers to execute trades.
Ensure positions are booked and reflected correctly; raise processing errors back to operations’ teams.
Liaise with Risk to assess portfolio risk exposures and model impact of proposed changes to portfolios.
Study external managers and build tools to help manage derivatives and other securities.
THE IDEAL PROFILE;
Degree in a quantitative/analytical subject e.g. science, engineering, mathematics is preferable.
Wealth management work experience
Working towards CISI, CFA qualification.
Advanced Excel and understanding of Bloomberg.