Portfolio Management Specialist

2 weeks ago


London, Greater London, United Kingdom E Fundresearch Full time

E Fundresearch is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people.

About the Job Description

We are looking for an experienced Alpha Portfolio Services Manager, Vice President to join our team. The successful candidate will be responsible for managing client onboarding projects from receipt, preparation, implementation, and hypercare. This will involve developing and maintaining relationships with key internal stakeholders and ensuring that project deliverables are met or exceeded.

The ideal candidate will have a minimum of 7 years of experience in investment management operations, with at least 5 years of staff management experience. They will also possess extensive knowledge of Front Office Service and Middle Office workflow, as well as experience using SSCD/ESP, EDM, RKS, OSA, SQL, CRIMS, and GTM/TIER.

Job Requirements
  • Minimum 7 years of experience in investment management operations
  • At least 5 years of staff management experience
  • Extensive knowledge of Front Office Service and Middle Office workflow
  • Experience using SSCD/ESP, EDM, RKS, OSA, SQL, CRIMS, and GTM/TIER

The salary for this role is estimated to be around $120,000 per year, depending on location and experience.



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