Dein persönlicher KI-Karriere-Agent
Portfolio Implementation Analyst(m/w/x)
Monitoring portfolio allocations and implementing trading decisions for global investment clients. Five years middle office experience, private markets expertise needed; CFA/CAIA preferred. Work in a global asset management firm.
Anforderungen
- Degree in Finance, Business, or related field
- CFA or CAIA designation preferred
- Five years middle office experience
- Private markets or alternative investments experience
- Strong analytical skills
- Proficiency in portfolio management and performance analysis
- Familiarity with compliance regulations and investment guidelines
- Excellent communication and interpersonal skills
- Collaborative teamwork skills
- Experience with portfolio management systems
- Proficiency in data and visualization tools
Aufgaben
- Analyze exposure and monitor portfolio allocations
- Maintain investment guidelines and compliance checks
- Implement trading decisions and rebalancing activities
- Analyze performance, risk metrics, and cash balances
- Monitor FX hedging implementation
- Manage fund liquidity and cash flow integration
- Monitor credit limits and leverage alignment
- Oversee dealing terms, gates, and corporate actions
- Conduct pre- and post-trade compliance checks
- Mitigate breaches in investment guidelines
- Deliver monitoring reports to senior management
- Facilitate accurate trade execution processes
- Coordinate trade settlements with service providers
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Excel PowerQuery
- Power Pivot
- Power BI
- Python
Benefits
Weiterbildungsangebote
- Professional development opportunities
Abwechslungsreiche Aufgaben
- Interesting work
Mentoring & Coaching
- Supportive leaders
Lockere Unternehmenskultur
- Vibrant and inclusive culture
Karriere- und Weiterentwicklung
- Career opportunities
Sonstige Vorteile
- Benefits and rewards
Noch nicht perfekt?
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- Tether
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Portfolio Implementation Analyst(m/w/x)
Monitoring portfolio allocations and implementing trading decisions for global investment clients. Five years middle office experience, private markets expertise needed; CFA/CAIA preferred. Work in a global asset management firm.
Anforderungen
- Degree in Finance, Business, or related field
- CFA or CAIA designation preferred
- Five years middle office experience
- Private markets or alternative investments experience
- Strong analytical skills
- Proficiency in portfolio management and performance analysis
- Familiarity with compliance regulations and investment guidelines
- Excellent communication and interpersonal skills
- Collaborative teamwork skills
- Experience with portfolio management systems
- Proficiency in data and visualization tools
Aufgaben
- Analyze exposure and monitor portfolio allocations
- Maintain investment guidelines and compliance checks
- Implement trading decisions and rebalancing activities
- Analyze performance, risk metrics, and cash balances
- Monitor FX hedging implementation
- Manage fund liquidity and cash flow integration
- Monitor credit limits and leverage alignment
- Oversee dealing terms, gates, and corporate actions
- Conduct pre- and post-trade compliance checks
- Mitigate breaches in investment guidelines
- Deliver monitoring reports to senior management
- Facilitate accurate trade execution processes
- Coordinate trade settlements with service providers
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Excel PowerQuery
- Power Pivot
- Power BI
- Python
Benefits
Weiterbildungsangebote
- Professional development opportunities
Abwechslungsreiche Aufgaben
- Interesting work
Mentoring & Coaching
- Supportive leaders
Lockere Unternehmenskultur
- Vibrant and inclusive culture
Karriere- und Weiterentwicklung
- Career opportunities
Sonstige Vorteile
- Benefits and rewards
Über das Unternehmen
Mercer
Branche
FinancialServices
Beschreibung
Das Unternehmen ist ein weltweit führendes Unternehmen, das seinen Kunden hilft, ihre Anlageziele zu erreichen und die Gesundheit und Altersversorgung ihrer Mitarbeitenden zu verbessern.
Noch nicht perfekt?
- Tether
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