Portfolio Implementation Specialist

4 weeks ago


London, Greater London, United Kingdom Mason Blake Full time
Portfolio Implementation Associate

Mason Blake is seeking a highly skilled Portfolio Implementation Associate to join their Portfolio Management team. As a key member of the team, you will be responsible for implementing investment ideas across a wide range of multi-asset portfolios.

Key Responsibilities:
  • Manage portfolio order generation, cash, and FX transitions across equity and fixed income asset classes.
  • Support Client Relationship Managers in preparing answers to DDQs and client queries.
  • Analyse trade risks and formulate implementation plans driven by pre-trade analysis.
  • Implement portfolio re-allocations and trading utilising risk models and other trade analytics tools.
  • Initiate projects to improve the oversight of underlying assets.
Ideal Candidate:
  • Relevant work experience working in a similar portfolio implementation or FMA position.
  • Degree qualification from a reputable UK university.
  • Excellent communication and team working skills.
  • Advanced Excel and strong Maths knowledge essential.

This is an exciting opportunity for a motivated and experienced professional to propel their career in a distinctive investment management business.

If you believe your experience meets the criteria of the Portfolio Implementation Associate, please apply with a copy of your CV.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age.



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