Cash Management and Trading Support Professional
4 days ago
Fidelity International seeks a talented Investment Portfolio Operations Specialist to join their Equity Portfolio Services Group. This role requires a skilled individual to support daily operational activities, including cash management and order generation. Key responsibilities include reviewing cash flows, generating orders, and addressing cash management challenges. Additionally, you will work on projects such as launch support, merger integration, and new market processes.
About the Position
In this role, you will collaborate with Portfolio Managers to ensure seamless day-to-day operations. Your tasks will involve cash flow analysis, trade list compilation, and order generation. You will also deal with cash management issues, such as overdrafts and currency restrictions, and monitor Pre-Trade Compliance alerts. Furthermore, you will provide technical assistance to resolve technology and data problems.
Essential Qualifications
To excel in this position, you should have experience in investment management, equity operations, or fund administration. A background in PSG/FMA/Portfolio implementation is highly valued. You must possess excellent communication skills, strong mathematical abilities, and attention to detail. An IMC certification or willingness to obtain it within 6 months is necessary. Strong proficiency in Excel, Bloomberg, and Charles River is essential.
Compensation Package
The estimated annual salary for this role is £45,000 - £65,000, contingent upon experience.
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