Investment Portfolio Coordinator
3 days ago
We are seeking a highly skilled Investment Portfolio Coordinator to join our team in London. As a Middle Office Associate, you will be responsible for processing OTC and non-OTC trades, encompassing Bond trades, FX, Derivatives Repos and Swaps.
The ideal candidate will have excellent communication skills, with the ability to work effectively with Portfolio Managers, Compliance, and Investment Operations. You will be responsible for regular contact with brokers to confirm trades, acting as escalation contact for settlement queries, and monitoring the in-house STP trade capture system.
You will also be required to complete initial confirmation with the broker for trades executed in London office, provide trade floor support by running various daily trade-flow reports and ad hoc reports requested by Portfolio Management team, and interact with Back Office support functions as an escalation contact for trade settlement.
This role requires strong organizational and problem-solving skills, with the ability to work in a fast-paced environment and prioritize tasks effectively.
Key Responsibilities:
- Process OTC and non-OTC trades
- Confirm trades with brokers
- Monitor STP trade capture system
- Provide trade floor support
- Interact with Back Office support functions
Requirements:
- German language capabilities
- Proven experience in a similar role within Asset Management or Investment Banking
- Good working knowledge of MS Word, Excel, Access, MS Outlook and Bloomberg
Salary Information
The estimated salary for this position is £45,000 - £55,000 per annum, depending on experience.
-
Investment Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeAbout the RoleWe are seeking an experienced Investment Portfolio Manager to join our Secured Finance team in London. The successful candidate will be responsible for managing and recommending structured finance investments across the capital structure.Key Responsibilities:Development and implementation of investment strategies across the capital...
-
Investment Portfolio Coordinator
2 weeks ago
London, Greater London, United Kingdom Mason Blake Full timeJob DescriptionMason Blake is seeking a highly skilled Investment Portfolio Coordinator to join their team in London.The salary for this role is £60,000 + bonus.Main ResponsibilitiesSupport portfolio managers in implementing investment decisions.Develop and maintain investment views across a range of portfolios.Monitor asset allocations and FX hedges across...
-
Investment Portfolio Coordinator
7 days ago
London, Greater London, United Kingdom PER, Private Equity Recruitment Full timePURPOSE:We are looking for a skilled Investment Portfolio Coordinator to execute investments across all three strategies at PER, Private Equity Recruitment. You will contribute to the full investment process, supporting the team in reviewing and executing LP investments.Responsibilities include taking ownership of financial modelling and commercial due...
-
Investment Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Tatton Investment Management Limited Full timeJob Title:A Senior Portfolio Manager is required to contribute to and lead third-party manager searches, reviews, and analysis. The ideal candidate will have a relevant investment management qualification (e.g. CFA, IMC) and experience with fund manager selection.The successful applicant will work closely with the Portfolio Management Team to design and...
-
Investment Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Investment Management Partners Full timeKey ResponsibilitiesConduct thorough fundamental credit analysis on a wide range of corporate issuers across various industries.Develop detailed financial models to project cash flows, liquidity, and other key credit metrics.Generate investment ideas and provide actionable recommendations to portfolio managers.The ideal candidate should have a strong...
-
Investment Portfolio Manager
3 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeJob OverviewWe are seeking an experienced Investment Analyst to join our Secured Finance team in London. This role will involve analysing and recommending structured finance investments across the capital structure from Investment Grade debt to Unrated instruments.The ideal candidate will have a strong interest in Financial Markets and experience in...
-
Investment Portfolio Coordinator
3 days ago
London, Greater London, United Kingdom Joyce Guiness Limited Full timeWe are seeking a highly skilled Investment Portfolio Coordinator to join our team at Joyce Guiness Limited. This role will involve acting as the first point of contact for internal and external stakeholders, diary management, and organizing team events.The ideal candidate will have previous financial sector experience and proficiency in Microsoft Word,...
-
Investment Portfolio Coordinator
2 weeks ago
London, Greater London, United Kingdom Mason Blake Full timeJob DetailsA prestigious Asset Management firm is recruiting for a Portfolio Implementation Analyst/Fund Manager's Assistant. This role is focused on supporting portfolio managers and traders in implementing investment decisions.Key tasks include:Providing assistance to portfolio managers in implementing investment decisionsTrade order management and...
-
Investment Portfolio Coordinator
3 days ago
London, Greater London, United Kingdom Fidelity International Full timeAbout the OpportunityThe Investment Services Analyst role is a key position within Fidelity International's Equity Portfolio Services Group (PSG). This team supports UK & European Equity Portfolio Managers with portfolio implementation, including retail & institutional equity portfolios and Fund of Funds.The PSG group acts as a conduit between Portfolio...
-
Investment Portfolio Coordinator
1 week ago
London, Greater London, United Kingdom TotalEnergies Full timeAbout the Opportunity:We are seeking a talented Senior Investment Specialist to drive financial investments strategy and contribute to the growth of TotalEnergies. The successful candidate will be responsible for developing and implementing financial plans, managing investment portfolios, and analyzing financial data to inform business decisions.Key...
-
Head of Investment Portfolio Management
1 week ago
London, Greater London, United Kingdom NatWest Group Full timeAbout the RoleWe are looking for a highly skilled Head of Investment Portfolio Management to lead our investment portfolio management function. The successful candidate will have significant experience of strategic management and leadership in a highly complex financial services environment.The salary for this role is approximately £110,000 per annum, plus...
-
Investment Portfolio Analyst
2 weeks ago
London, Greater London, United Kingdom Savills Investment Management Full timeAbout the CompanySavills Investment Management is a global real estate and real-estate debt specialist that manages €25 billion across 16 locations. Our purpose is to build prosperity by investing in resilient real assets.We combine a truly global perspective with local expertise to offer investors a range of compelling strategies. Responsible investment...
-
Strategic Investment Leader
1 week ago
London, Greater London, United Kingdom USS Investment Management Limited Full timeJob OverviewWe are seeking a highly experienced Investment Director to join our Private Markets team at USS Investment Management Limited.The successful candidate will be responsible for leading the underwriting, monitoring, and management of indirect Private Equity investments, as well as coordinating and overseeing the approach to indirect investments...
-
Investment Portfolio Strategist
3 days ago
London, Greater London, United Kingdom Mason Blake Full timeJob Title: Investment Portfolio Strategist Company OverviewMason Blake is a leading recruitment agency for permanent and temporary employment. We welcome applications from talented professionals seeking new opportunities. SalaryWe offer a competitive salary of approximately £80,000 - £120,000 per annum, depending on experience. Job DescriptionThe...
-
Investment Portfolio Manager
3 days ago
London, Greater London, United Kingdom Skill Farm Corp. Full timeJob Title: Investment Portfolio ManagerAbout the Role:We are seeking a highly skilled Investment Portfolio Manager to join our team at Skill Farm Corp. in London. This is an exciting opportunity for a motivated individual to work with a dynamic team and contribute to the success of our organization.The successful candidate will have experience in investment...
-
Investment Portfolio Manager
1 month ago
London, Greater London, United Kingdom Meredith Brown Associates Full timeMeredith Brown Associates is a leader in the financial services industry, providing exceptional investment solutions to its clients. As a Trade Settlement Coordinator, you will play a critical role in ensuring the smooth execution of our clients' investment portfolios.">We offer a salary range of $65,000 - $85,000 per year, based on experience and...
-
Investment Portfolio Manager
2 days ago
London, Greater London, United Kingdom Mason Blake Full timeMason Blake is looking for an experienced Investment Portfolio Manager to oversee product development initiatives. As a key member of our team, you will be responsible for managing and coordinating product development initiatives from concept to launch.Responsibilities:Lead in evolving the product development process by highlighting areas for improvement and...
-
Private Equity Investment Manager
2 weeks ago
London, Greater London, United Kingdom USS Investment Management Limited Full timeAbout the RoleAs a highly skilled and experienced Private Equity Investment Manager, you will play a key role in leading the underwriting, monitoring, and management of indirect Private Equity investments. This includes coordinating and overseeing the approach to indirect investments across our Private Markets Group (PMG).Your primary responsibilities will...
-
Strategic Equity Portfolio Lead
3 days ago
London, Greater London, United Kingdom Tikehau Investment Management - Annonces Full timeWe are seeking a seasoned investment professional to spearhead the launch of a new long-only strategy, aligning with our ambition to expand our listed equity funds range.Key ResponsibilitiesDevelop an investment philosophy and process for a long-term value creation strategy.Coordinate the launch process with internal support functions.Lead the portfolio,...
-
Portfolio Compliance Manager
2 weeks ago
London, Greater London, United Kingdom Insight Investment Full timePosition DescriptionInsight Investment seeks an experienced Portfolio Compliance Manager to oversee investment governance processes and ensure regulatory adherence.The successful candidate will review investment guidelines, code pre/post-trade restrictions, and manage team projects.We offer an annual salary range of £55,000 - £70,000 for this role.Key...