Portfolio Management Support Specialist

1 month ago


London, Greater London, United Kingdom Mason Blake Full time
Portfolio Management Support Specialist

Mason Blake is seeking a highly skilled Portfolio Management Support Specialist to join our portfolio management team based in London.

The successful candidate will provide support to Portfolio Managers on the day-to-day management of global equity portfolios, gaining excellent experience in equity investing and developing a career in fund management or trading.

  • Assist in monitoring portfolio performance and implementing investment decisions
  • Book trades, monitor commission allocation, and mark positions to ensure accurate profit and loss calculation
  • Oversee the execution of investment strategies across client portfolios
  • Monitor currency hedges for portfolios
  • Surveillance of economic and stock market events to ensure the team is informed of current themes

Requirements:

  • 3-5 years' experience in a similar role, ideally in the investment management industry
  • Attention to detail and ability to work in a fast-paced front office environment
  • Advanced Excel skills
  • Professional qualifications; minimum requirement is IMC, ideally CFA

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