Portfolio Implementation Associate
PB Search ·www.pbsearch.com
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High Profile Mid-sized Fund seeks Portfolio Implementation Associate to support a global equities trading team.
You will play a critical role in the implementation of investment strategies across the firm, working with Portfolio Managers and Traders to ensure portfolios are invested in line with guidelines and their respective investment models.
This is a direct hire full time position with a very high end mid-sized firm that offers a very professional work environment, competitive compensation and an amazing benefits package.
While this is a junior role, it is a great career opportunity with a firm committed to professional development.
This will include:
You will play a critical role in the implementation of investment strategies across the firm, working with Portfolio Managers and Traders to ensure portfolios are invested in line with guidelines and their respective investment models.
This is a direct hire full time position with a very high end mid-sized firm that offers a very professional work environment, competitive compensation and an amazing benefits package.
While this is a junior role, it is a great career opportunity with a firm committed to professional development.
This will include:
- Monitor cash flows and account guidelines
- Trade client accounts – invest/divest assets as appropriate, rebalance accounts, etc.
- Communicate with Trading and Compliance teams
- Create and implement trades
- Monitor compliance with investment policies
- Monitor portfolio positioning including cash balances, corporate actions, and adherence to a model portfolio
- Assist with client cash needs
- Monitor broker commission targets
- Actively participate in optimization oversight through interaction with Portfolio Managers and other stakeholders
- 2-3+ years of experience working in operations, trading or middle office
- Experience with trade settlement
- Self-starters with excellent attention to detail and accuracy, prioritizing tasks and managing strict deadlines in a fast-paced environment
- Proactive, have a strong work ethic, and a problem-solving attitude
- Collaborative mindset and strong interpersonal skills
- Completed college degree required, Finance, Economics or related course of study preferred
Frequently asked questions
Who is hiring for the Portfolio Implementation Associate role?
PB Search is hiring for the Portfolio Implementation Associate position, a Shazamme client. Apply directly on the employer's career site.
Where is the Portfolio Implementation Associate job located?
The Portfolio Implementation Associate role with PB Search is based in Stamford, CT, US.
What does the Portfolio Implementation Associate role pay?
PB Search lists the Portfolio Implementation Associate role at USD 90,000–125,000 per year.
Is the Portfolio Implementation Associate role full-time or contract?
This is a full time position at PB Search.
What experience level is the Portfolio Implementation Associate role?
The Portfolio Implementation Associate position is aimed at junior-level candidates.
How do I apply for the Portfolio Implementation Associate role at PB Search?
Apply directly on PB Search's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.