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8 часов назад

Portfolio Specialist Lead Analyst (12 Month - Fixed Term Contract)

Формат работы
hybrid
Тип работы
fulltime
Грейд
lead
Английский
b2
Страна
UK
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Portfolio Specialist Lead Analyst (Investment Operations): Creating, checking, and routing equity order baskets and trade instructions while supporting portfolio management, trading, and operations with an accent on cash management, compliance controls, and accurate execution. Focus on prioritizing high-volume workflows around market deadlines, resolving portfolio restrictions, and confirming trade-date matching for straight-through processing.

Location: London; hybrid work environment

Company

hirify.global provides investment management services focused on helping individuals and institutions build more secure financial futures.

What you will do

  • Create cash management equity program order baskets using the MFS proprietary Global Modeling tool.
  • Independently check order baskets and equity orders for quality and accuracy before submitting them to Trading.
  • Modify orders in trading systems and coordinate execution with portfolio managers and equity trading.
  • Resolve investment guideline, client restriction, compliance, order-entry, and account-transition issues with operations and risk teams.
  • Monitor and prioritize manager instructions, portfolio complexities, order volumes, and market deadlines.
  • For non-US market coverage, confirm daily cash, equity, fixed income, and derivative trading activity using DTCC CTM and complete trade-date matching.

Requirements

  • Bachelor’s degree or equivalent, plus relevant investment and trading operations experience.
  • Proven expertise in equity, fixed income, and derivative securities.
  • Ability to work independently and effectively in a demanding environment.
  • Strong attention to detail, accuracy, organization, communication, and interpersonal skills.
  • Flexibility around the work schedule.

Nice to have

  • Experience with MFS proprietary trading systems.

Culture & Benefits

  • Hybrid work environment combining remote and onsite work.
  • Collaborative culture that prioritizes strong ideas and teamwork.
  • Competitive benefits programs and family-friendly policies.
  • Support for employee health, well-being, and work-life balance.
  • Commitment to a diverse, inclusive, and authentic workplace.

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