Client Portfolio Specialist

1 week ago


London, Greater London, United Kingdom Dartmouth Partners Full time
Job Title: Client Portfolio Specialist

We are seeking a Client Portfolio Specialist to join our Investment Operations team in Paris. This role involves supporting the Investment Principals in managing client portfolios and developing operational processes.

The estimated salary for this position is around €60,000 - €75,000 per year, based on experience.

This role requires:

  • Managing client portfolios, including reviewing and implementing investment recommendations.
  • Coordinating with custodians, trustees, and third-party administrators.
  • Developing and maintaining operational processes and procedures.
  • Working with internal teams and external partners.
  • Ensuring compliance and regulatory rules are followed.

Requirements:

  • University degree in a relevant field.
  • Experience in investment operations or asset management.
  • Strong analytical and organisational skills.
  • Ability to work accurately under pressure.
  • Integrity and professionalism.


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