Portfolio Implementation Associate

1 month ago


London, United Kingdom Mason Blake Full time

Our client, a leading asset manager is looking to recruit a **Portfolio Implementation Associate** into the Portfolio Management team. The role is involved implementation of investment ideas across a wide range of multi-asset portfolios.

**Responsibilities**:

- Manage portfolio order generation, cash and FX and transitions across equity and fixed income asset classes.
- Support Client Relationship Managers in preparing answers to DDQs and client queries.
- Analyse trade risks and formulate implementation plans driven by pre-trade analysis.
- Implement portfolio re-allocations and trading utilising risk models and other trade analytics tools.
- Initiate projects to improve the oversight of underlying assets.
- Build internal models to identify areas for potential cost-savings
- Ensure positions are booked and reflected correctly; raise processing errors back to operations’ teams.
- Build relationships with internal and external stakeholders to ensure alignment in responsible exclusion practices and SFDR requirements
- Contribute to investment discussions.

Ideal Profile:

- Relevant work experience working in a similar portfolio implementation or FMA position
- Degree qualification from a reputable UK university
- Excellent communication and team working skills
- Advanced Excel and strong Maths knowledge essential

This is an ideal opportunity for a motivated **Portfolio Implementation Associate** looking to propel their career in a distinctive investment management business.



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