Portfolio Management Associate Director
1 day ago
We are seeking a Portfolio Management Associate Director to join our team at SS&C Technologies. As a key member of our Investor Services team, you will be responsible for providing coaching, training and leadership to the Investor Services team, and acting as the main point of contact for investors to ensure overall client/investor satisfaction within the team.
This role requires excellent communication and leadership skills, as well as a strong understanding of fund structures and the services provided by an investor services department. You will work closely with other departments and counterparts to prevent and resolve issues, and provide periodic reports and feedback to senior management.
Your Responsibilities
- Provide coaching, training and leadership to the Investor Services team
- Main point of contact for investors to ensure overall client/investor satisfaction
- Act as an escalation point and problem solver for the team
- Collaborate on internal project initiatives
- Develop a culture of continuous efficiency improvements
- Act as a subject matter expert for Investor Services questions and issues
- Provide periodic reports and feedback to senior management
Your Experience
- Bachelor's Degree in Finance, Business Administration or similar field
- 6+ years' experience in Investor Services or related field
- Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department
- Demonstrated ability to manage complex projects and work effectively with corporate executives
- Strong knowledge of AML/KYC compliance
- Excellent communication skills
Earning Potential: Estimated salary range $120,000 - $180,000 per year, depending on location and experience.
-
IT Director for London Portfolio
3 weeks ago
London, Greater London, United Kingdom Director File Full timeJob OverviewOur client's technology risk assurance team is growing, providing a unique opportunity for an individual to join the team at Director level.This global firm seeks a seasoned leader to oversee the delivery of high-quality IT Audit requirements for their London portfolio of External Audits in the financial services sector.This position offers a...
-
Portfolio Management Associate Director
2 weeks ago
London, Greater London, United Kingdom Edgworth Partners Full timeWe are looking for a talented Portfolio Management Associate Director to support the management of a new semi-liquid private equity vehicle at Edgworth Partners.The successful candidate will be responsible for preparing investment committee materials, analysing portfolio performance, and managing cash flow models.The ideal candidate will have a minimum of 5...
-
Portfolio Associate
1 day ago
London, Greater London, United Kingdom Pacific Investment Management Co Full timePIMCO is a global asset management company seeking a Portfolio Associate to join our UK GWM business. As a Portfolio Associate, you will play a key role in supporting the development and implementation of portfolio strategies, providing exceptional client service and contributing to the growth and success of our business.You will be responsible for analyzing...
-
Portfolio Director
3 weeks ago
London, Greater London, United Kingdom Oyster Full timeLead a Key Client PortfolioWe are seeking an experienced Associate Director to lead on a key new client and manage a portfolio of prestigious Central London Trophy Assets.This is a high-value role that requires strong leadership skills, commercial property management experience, and a passion for delivering exceptional results.The successful candidate will...
-
Director of Technical Risk Management
1 day ago
London, Greater London, United Kingdom Director File Full timeJob SummaryWe are seeking a highly skilled and experienced Director of Technical Risk Management to lead our technology risk assurance team at Director level.The ideal candidate will have extensive experience in technical risk management and audit, with a proven track record of delivering complex projects on time and within budget. Estimated salary for this...
-
Portfolio Management Director
2 days ago
London, Greater London, United Kingdom Associated British Ports Full timeJob OverviewAssociated British Ports is seeking a highly experienced Portfolio Management Director to join our IT team. The successful candidate will be responsible for leading and managing our Portfolio Management team, and will play a critical part in shaping our IT strategy and driving innovation across the business.This is an exciting opportunity to join...
-
Senior Portfolio Manager
1 week ago
London, Greater London, United Kingdom USS Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled and experienced Investment Director to join our team at USS Investment Management Limited. This is an exciting opportunity to make a meaningful and valued contribution to the origination, execution, and negotiation of investments for Direct Equity mandates.The successful candidate will be responsible for...
-
C-Suite Portfolio Director
2 days ago
London, Greater London, United Kingdom EVOKE MANAGEMENT LIMITED Full timeEVOKE MANAGEMENT LIMITED is passionate about what we do and only recruits those who truly understand the needs of SMEs. As a C-Suite level portfolio director, you will have the opportunity to work with us and make a real difference.About the RoleYou will be responsible for developing and implementing portfolio strategies that meet client needsYou will...
-
Portfolio Management Associate
2 weeks 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...
-
High-Quality Portfolio Directors Sought
3 weeks ago
London, Greater London, United Kingdom EVOKE MANAGEMENT LIMITED Full timeCompany Overview">We are EVOKE MANAGEMENT LIMITED, a company dedicated to delivering exceptional services to SMEs. As a portfolio Director, you will play a key role in helping us achieve our goal by leveraging your expertise in portfolio management.">Salary">Your estimated annual salary for this position could range from £100k to £150k, based on your...
-
Portfolio Management Career Opportunity
1 week ago
London, Greater London, United Kingdom EVOKE MANAGEMENT LIMITED Full timeWe are a dynamic team at EVOKE MANAGEMENT LIMITED always seeking exceptional professionals to join us as Portfolio Directors. The ideal candidate will be a C-Suite level executive looking to progress their portfolio management career.About the RoleThis is a unique opportunity for self-employed individuals to build a sustainable income of up to £150k per...
-
Investment Portfolio Associate
1 week 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...
-
Portfolio Manager Associate
2 days ago
London, Greater London, United Kingdom PER Full timeCompany OverviewOur client is a renowned private debt investor with an exceptional track record spanning several decades. They are seeking a skilled Portfolio Manager Associate to support the monitoring of their investments and assist with future restructuring needs across their portfolio.
-
Senior Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Oyster Full timeJob Overview">Oyster is seeking an experienced Associate Director to lead their property management team. As an Associate Director, you will be responsible for managing a portfolio of prestigious Central London Trophy Assets.">The ideal candidate will have a minimum of 5 years' experience in Commercial Property Management and will be looking to transition...
-
Portfolio Management Associate
3 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 Management Director
2 weeks ago
London, Greater London, United Kingdom Hexagon Group Full timeJob Title: Portfolio Management DirectorSalary: £90,000 - £100,000 per annumThis is an exceptional opportunity for a skilled professional to take on the role of Portfolio Management Director at Hexagon Group. The successful candidate will be responsible for overseeing the management and performance of mixed-use estates across our property portfolio.About...
-
Portfolio Management Associate
3 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...
-
Portfolio Management Director
2 days ago
London, Greater London, United Kingdom Lightsourcelabs Full timeJob Description:We are seeking an experienced Portfolio Management Director to join our Investment Management Team (IM). As a key member of the team, you will be responsible for managing individual financing portfolios across multiple geographies. The ideal candidate will have a strong background in project finance and experience working with capital...
-
Financial Director for Property Portfolio
1 week ago
London, Greater London, United Kingdom Arlington Resource Management Ltd Full timeJob Title:Financial Director for Property PortfolioAbout the Role:Arlington Resource Management Ltd is seeking an experienced Financial Director to join its senior team. The ideal candidate will have a strong background in financial management, with experience in the real estate sector.The role will involve providing high-quality financial information and...
-
Portfolio Manager's Associate
4 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...