Financial Portfolio Coordinator

2 weeks ago


London, Greater London, United Kingdom Mason Blake Full time
Job Details

Estimated Salary: £45,000 - £60,000 per annum

About the Role

Mason Blake is seeking a highly skilled Financial Portfolio Coordinator to join its portfolio management team in London. The successful candidate will provide support to Portfolio Managers on the day-to-day management of global equity portfolios.

This role offers an excellent opportunity for those with an interest in Equity markets and ambitions to progress a career in fund management or trading.

  • Assist in monitoring portfolio performance and implementing investment decisions
  • Manage daily trade bookings, monitor commission allocations, and ensure accurate P&L calculation
  • Oversee the execution of investment strategies across client portfolios
  • Monitor currency hedges for portfolios
  • Broadly surveil economic and stock market events to keep the team informed
Requirements
  • 3-5 years' experience in a similar role, preferably in the investment management industry
  • Attention to detail and ability to thrive in a fast-paced front office environment
  • Advanced Excel skills
  • Professional qualifications, such as IMC or CFA, are highly desirable


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