Portfolio Services Associate
2 weeks ago
State Street Corporation is a leading global financial services provider. We help our clients make better investment choices and act on growth opportunities. Our portfolio services team is dedicated to delivering exceptional support to our clients.
Job Summary:
We are seeking a talented Portfolio Services Analyst Associate to join our team. As a key member of our team, you will be responsible for ensuring the accuracy and efficiency of our client's portfolios. This role requires strong analytical skills, attention to detail, and excellent communication skills. You will work closely with our clients to understand their needs and provide personalized support. In this role, you will have the opportunity to work with a variety of clients, including asset managers and institutional investors.
About the Role:
This is an exciting opportunity to join a dynamic team and contribute to the success of our clients. You will be responsible for providing exceptional support to our clients, including data analysis, reporting, and issue resolution. You will also be involved in process improvements and implementing new initiatives to enhance our client experience. As a Portfolio Services Analyst Associate, you will have the opportunity to work with cutting-edge technology and tools to deliver high-quality results. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this role.
Responsibilities:
- Provide exceptional support to our clients, including data analysis, reporting, and issue resolution
- Collaborate with our clients to understand their needs and develop personalized solutions
- Work closely with our internal teams to ensure seamless delivery of our services
- Participate in process improvements and implement new initiatives to enhance our client experience
- Stay up-to-date with industry trends and best practices to continuously improve our services
Requirements:
- Bachelor's degree in Finance, Accounting, or related field
- Minimum 3+ years of experience in portfolio management or a related field
- Excellent analytical, communication, and interpersonal skills
- Strong attention to detail and organizational skills
- Ability to work independently and as part of a team
- Experience with financial software and systems
What We Offer:
- Competitive salary: $80,000 - $100,000 per year
- Comprehensive benefits package, including medical, dental, and vision insurance
- 401(k) matching program
- Flexible working hours and remote work options
- Opportunities for professional development and growth
- Collaborative and dynamic work environment
How to Apply:
If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, please submit your application, including your resume and cover letter. We look forward to hearing from you
-
Accounting Operations Associate
2 weeks ago
London, Greater London, United Kingdom Portfolio Payroll Full timeJob Title: Accounting Operations AssociateWe are seeking an experienced Accounting Operations Associate to join our team at Portfolio Payroll. As a key member of our payroll department, you will be responsible for delivering efficient and effective accounting operations.Key Responsibilities:Process payrolls from beginning to end, ensuring efficiency and...
-
Portfolio Management Associate
4 weeks ago
London, Greater London, United Kingdom Mayford James Full timeAbout UsMayford James is a leading provider of investment services.We are committed to delivering high-quality results to our clients, and we are seeking a highly skilled Portfolio Management Associate to join our team.The successful candidate will have a minimum of 5+ years of experience in portfolio management, with a proven track record of delivering...
-
Portfolio Management Associate
6 days ago
London, Greater London, United Kingdom Mason Blake Full timeFund managers rely on a skilled Portfolio Management Associate to assist with the day-to-day operations of their portfolios. At Mason Blake, we offer an excellent opportunity for a talented individual to join our team as a Portfolio Management Associate.The role is based in London and involves working closely with portfolio managers and traders to implement...
-
Portfolio Monitoring Associate
6 days ago
London, Greater London, United Kingdom Mondrian Alpha Full timeJob DescriptionMondrian Alpha have partnered with an established Alternative Investment firm who are looking to hire a Portfolio Monitoring Associate to support their Real Asset assets and NPL portfolio. This role will sit within the back/middle office team, focusing on deal activity and analysing portfolio and investment data.This is a broad and highly...
-
Portfolio Strategy Associate
7 days ago
London, Greater London, United Kingdom Edgworth Partners Full timeJob Title: Investment Portfolio Strategy AssociateAbout the Role:We are seeking a skilled Investment Portfolio Strategy Associate to join our team at Edgworth Partners. This is an excellent opportunity for someone with experience in portfolio management, investment strategy, and financial analysis.The successful candidate will support the management of a new...
-
Portfolio Management Associate
2 weeks ago
London, Greater London, United Kingdom Page Personnel Full timePortfolio Management PositionWe are seeking a skilled Portfolio Management Associate to join our team in Central London. As a Portfolio Management Associate, you will support the Investment & Reporting Controller in investment administration and produce routine investment reporting.About the RoleThis role requires a finance background and high levels of...
-
Portfolio Manager Associate
1 week ago
London, Greater London, United Kingdom Bennett and Game Recruitment Full timeAbout Us: Our company is an independent and growing Commercial Property Consultancy with over 90 staff and 5 offices across the UK. We specialize in property management, asset management, leasing, and investment across a diverse commercial real estate portfolio. Our focus is on shopping centres, retail parks, office, and mixed-use schemes, with a presence in...
-
Portfolio Management Associate
2 weeks ago
London, Greater London, United Kingdom Lawes Insurance Recruitment Full timeLawes Insurance Recruitment is seeking a talented Portfolio Management Associate to join our team. This is an exciting opportunity to work with one of the Top 10 Lloyds Syndicates. As a Portfolio Management Associate, you will be responsible for supporting the Senior Manager in effectively managing the capital partners of the business.Lloyds/London Market...
-
Client Service Associate
2 weeks ago
London, Greater London, United Kingdom Buckingham Recruitment Full timeClient Service Associate - Investment Portfolio CoordinatorWe are looking for a highly organized and detail-oriented graduate to join our Client Services Team as a Client Service Associate. As a Client Service Associate, you will be responsible for coordinating investment execution activities, managing client relationships, and maintaining accurate records....
-
Portfolio Payroll Manager
2 weeks ago
London, Greater London, United Kingdom Portfolio Payroll Full timeJob Title: Portfolio Payroll ManagerThe Portfolio Payroll team is seeking an experienced Payroll Manager to join our dynamic team in the UK. As a key member of our payroll operations, you will play a crucial role in managing payroll processes for our global workforce.About the Role:We are looking for a highly skilled and organized individual to manage...
-
Portfolio Management Associate
4 weeks ago
London, Greater London, United Kingdom Mason Blake Full timeAt Mason Blake, we are seeking a highly skilled Portfolio Management Associate to join our team as a Fund Manager's Assistant. This role sits within the front office, working closely with Portfolio Managers across equities, fixed income, multi-asset, and institutional/segregated portfolios.Key Responsibilities:Monitor cash positions, cash flows, and cash...
-
Portfolio Development Associate
1 month ago
London, Greater London, United Kingdom Brookfield Asset Management Full timeBrookfield Asset Management is a leading global alternative asset manager with over $600 billion in assets under management. As a Portfolio Development Associate at Brookfield, you will have the opportunity to work on a wide range of projects and initiatives that drive growth and value creation for our clients.The estimated salary for this role is $80,000 -...
-
Portfolio Manager's Associate
2 weeks ago
London, Greater London, United Kingdom Mason Blake Full timeJob OverviewMason Blake seeks a skilled Portfolio Manager's Associate to support the day-to-day operations of their Equity business. As a key member of the Portfolio Management Group, this role will provide active assistance to portfolio managers in implementing investment strategies and ensuring efficient trade execution.Key Responsibilities:Collaborate...
-
Portfolio Management Associate
4 days ago
London, Greater London, United Kingdom PER, Private Equity Recruitment Full timeAbout our clientWe are seeking a highly skilled Portfolio Management Associate to join our team at PER, Private Equity Recruitment. Our client is a leading international credit investment fund with an excellent track record spanning several decades.The ideal candidate will have strong analytical and technical skills, with experience in general portfolio...
-
Portfolio Manager Support Associate
2 weeks ago
London, Greater London, United Kingdom Mason Blake Full timeJob Title: Portfolio Manager Support AssociateEstimated Salary: £45,000 - £60,000 per annumAbout Mason BlakeMason Blake is a highly regarded Investment Management firm with a strong presence in the global equities market.Job Description:The role of Portfolio Manager Support Associate sits within our portfolio management team and provides critical support...
-
Investment Portfolio Associate
3 hours ago
London, Greater London, United Kingdom Schroders Recruitment Full timeJob DescriptionWe are seeking an experienced and skilled Investment Portfolio Associate to join our team at Schroders Recruitment. As a key member of our charity investment team, you will play a vital role in providing exceptional client service and investment management expertise to our clients.About the RoleThe successful candidate will have excellent IT...
-
Accounting and Payroll Associate
1 month ago
London, Greater London, United Kingdom Portfolio Payroll Limited Full timeKey Responsibilities:We are seeking a skilled Accounting and Payroll Associate to join our team at Portfolio Payroll Limited. This temporary contract offers a competitive hourly rate of £15-17 and is based in Bristol.The successful candidate will be responsible for managing payroll using itrent, dealing with high-volume queries, and maintaining good...
-
Portfolio Management Associate
2 weeks ago
London, Greater London, United Kingdom Capital Group Full timeAbout the RoleCapital Group is seeking a highly motivated Portfolio Management Associate to join our team. As a key member of our Investment Operations department, you will play a vital role in supporting the growth and success of our organization.We offer a highly competitive salary of $95,000 per year, plus an annual performance bonus of up to 30% of your...
-
Tax Portfolio Leader
1 month ago
London, Greater London, United Kingdom US Tax & Financial Services Sàrl Full timeAs a Tax Portfolio Leader, you will play a key role in driving business growth and delivering exceptional client service in our London office.We offer a highly competitive salary package with a base salary of £80,000 - £105,000 per annum, plus benefits.Your primary responsibility will be to manage your own corporate group client portfolio, identifying...
-
Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Austin Rose Associates Full timeJob Description:Austin Rose Associates is a leading recruitment agency based in London, specialising in connecting talented professionals with exciting job opportunities across the UK. We are currently seeking an experienced Outsourcing Manager to join our client's team.The successful candidate will have over 3 years of post-qualified experience in managing...