Portfolio Assistant

4 weeks ago


London, Greater London, United Kingdom Mason Blake Full time

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:

  1. Monitor cash positions, cash flows, and cash balances to optimize portfolio performance.
  2. Represent Portfolio Managers on change management projects, ensuring effective communication with internal teams and external clients/vendors.
  3. Implement investment decisions, taking into account cash, investment guidelines, benchmarks, and fund sizes.

Requirements:

  1. 3-5 years of experience in a similar role, preferably in the front office.
  2. Advanced Excel skills are essential for this position.


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