Portfolio Implementation Associate

Pelham Berkeley Search

Stamford, CT

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JOB DETAILS

SALARY

$90,000–$125,000

SKILLS

Brokerage, Cash Flow, Customer Support/Service, Detail Oriented, Establish Priorities, Interpersonal Skills, Investment Management, Investment Strategy, Maintain Compliance, Problem Solving Skills, Team Player, Time Management, Trading/Stockbroking

LOCATION

Stamford, CT

POSTED

30+ days ago

High Profile Mid-sized Fund seeks Portfolio Implementation Associate to support a global equities trading team.

You will play a critical role in the implementation of investment strategies across the firm, working with Portfolio Managers and Traders to ensure portfolios are invested in line with guidelines and their respective investment models.

This is a direct hire full time position with a very high end mid-sized firm that offers a very professional work environment, competitive compensation and an amazing benefits package.

While this is a junior role, it is a great career opportunity with a firm committed to professional development.

This will include:

Monitor cash flows and account guidelines
Trade client accounts invest/divest assets as appropriate, rebalance accounts, etc.
Communicate with Trading and Compliance teams
Create and implement trades
Monitor compliance with investment policies
Monitor portfolio positioning including cash balances, corporate actions, and adherence to a model portfolio
Assist with client cash needs
Monitor broker commission targets
Actively participate in optimization oversight through interaction with Portfolio Managers and other stakeholders

Requirements include:

2-3+ years of experience working in operations, trading or middle office
Experience with trade settlement
Self-starters with excellent attention to detail and accuracy, prioritizing tasks and managing strict deadlines in a fast-paced environment
Proactive, have a strong work ethic, and a problem-solving attitude
Collaborative mindset and strong interpersonal skills
Completed college degree required, Finance, Economics or related course of study preferred

About the Company

Pelham Berkeley Search

A Stress-Free Job Search

At Pelham Berkeley Search, we help talented professionals land great jobs. No pressure. No time wasted. No stress. Just respect, courtesy and incredible career opportunities.

Since 1995, we have been helping professionals advance their careers.

We offer you:

Temporary, contract and full-time career opportunities
An inside track to top employers with whom we have deep relationships
Access to jobs that are not advertised anywhere else
Expert advice to help you achieve your career goals

Whether you’re looking to take the next step in your career or you’re seeking the flexibility of contract work, we will help you find the best match for your unique skills, experience and career goals.

COMPANY SIZE

20 to 49 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

1995

WEBSITE

http://www.pbsearch.com/