Portfolio Assistant
4 weeks ago
Role Overview:
Mason Blake is seeking a skilled Portfolio Assistant to support the front office team in managing equities, fixed income, multi-asset, and institutional/segregated portfolios. The successful candidate will work closely with Portfolio Managers to ensure seamless implementation of investment decisions.
Key Responsibilities:
- Monitor cash positions, cash flows, and cash balances to optimize portfolio performance.
- Represent Portfolio Managers on change management projects, ensuring effective communication with internal teams and external clients/vendors.
- Implement investment decisions, taking into account cash, investment guidelines, benchmarks, and fund sizes.
Requirements:
- 3-5 years of experience in a similar role, preferably in the front office.
- Advanced Excel skills are essential for this position.
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