8 часов назад
Portfolio Specialist Lead Analyst (12 Month - Fixed Term Contract)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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