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MEMercer

Portfolio Implementation Analyst(m/w/x)

Zürich
Full-timeWith Home OfficeSenior

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.

Requirements

  • 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

Tasks

  • 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

Education

  • Bachelor's degree

Languages

  • EnglishBusiness Fluent

Tools & Technologies

  • Excel PowerQuery
  • Power Pivot
  • Power BI
  • Python

Benefits

Learning & Development

  • Professional development opportunities

Diverse Work

  • Interesting work

Mentorship & Coaching

  • Supportive leaders

Informal Culture

  • Vibrant and inclusive culture

Career Advancement

  • Career opportunities

Other Benefits

  • Benefits and rewards
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Mercer and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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