2 Π΄Π½Ρ Π½Π°Π·Π°Π΄
Senior Associate, Portfolio Management Operations
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Π’Π΅ΠΊΡΡ:
TL;DR
Senior Associate, Portfolio Management Operations (Investment Management): Managing portfolio management projects, investment strategy changes, fund launches, account transitions, and process improvements with an accent on operational risk, investment technology, and global stakeholder coordination. Focus on resolving project barriers, documenting complex processes, and designing solutions that improve investment operations.
Location: London, hybrid
Company
is a privately owned global investment manager serving financial advisors and institutional clients, with academic research underpinning its investment strategies.
What you will do
- Manage projects that enhance portfolio management processes and associated technology.
- Coordinate with global operations and technology teams to prioritize and execute initiatives.
- Facilitate investment strategy changes, process improvements, account launches, closures, and transitions.
- Identify project barriers and operational risks, then resolve or escalate issues.
- Build cross-functional relationships and manage initiatives through influence.
- Document and communicate complex processes while developing investment management expertise.
Requirements
- Degree or equivalent qualification in science, engineering, finance, economics, or another analytical subject.
- Experience in consulting, product management, or project management; financial services exposure is preferred.
- Strong quantitative problem-solving, analytical, organizational, and communication skills.
- Strong stakeholder management skills and the ability to build productive global cross-functional relationships.
- Ability to work independently and collaboratively with a strong sense of ownership and accountability.
Nice to have
- Experience with Atlassian products, including JIRA and Confluence.
Culture & Benefits
- Collaborative, entrepreneurial culture with opportunities to work across global teams.
- Comprehensive benefits supporting employees and their families.
- Educational initiatives and career development programs.
- Programs and celebrations supporting the companyβs culture and growth.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β
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