Portfolio Implementation Specialist, Wealth

2 weeks ago

London, United Kingdom Rothschild & Co Full time

About Us

As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.

Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 60 offices around the world.

Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.

It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.

Rothschild & Co Wealth Management

Within Wealth Management we offer an objective long term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth.

We provide a comprehensive range of Wealth Management services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where shortterm thinking often dominates, our long -term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.

Overview of Role

The Implementation team was created in 2013 to take over the transactional management of our portfolios from the Portfolio Managers and provide a centralised approach in calculating and taking all orders to market. Today, the team are dedicated to converting investment decisions and client instructions into trades, on approximately 945 containers, whilst also assisting with the co-ordination of Bespoke portfolios, client directed and advisory trades.

**Responsibilities**:

- Implementation and checking of security and fund trades, as directed by the investment managers and client advisors, using our Portfolio Management system, Avaloq
- Monitor underlying currency exposure and adjust FX hedges as required across all client portfolios
- Cash management - General queries from internal teams and third parties
- Working closely with dealing teams in relation to live orders
- Involvement with back office (settlements, fund administration and reconciliation) where required
- Take ultimate responsibility for ensuring client portfolios stay on model within a prescribed set of guidelines
- Responsibility for performing a variety of portfolio analysis to effectively manage a large book of business
- Contribute to the on-going development and maintenance of the portfolio management system and the team processes, as the team continues to grow and evolve

Qualities
- Have an analytical mind and be able to maintain high accuracy levels whilst working under pressure
- Ability to effectively prioritise individual responsibilities with competing workloads across the team
- Be solutions focussed, with a problem solving mindset
- Capable of communicating across multiple areas of a business and to colleagues at different levels of seniority

Experience, Skills and Competencies Required
- Good understanding of Financial Markets
- IMC qualified / part qualified (Or equivalent)
- 3-5 years of experience in the industry, with particular exposure to an Investment implementation / Portfolio Management team being preferred
- Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent._

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