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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.
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
- English – Business 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
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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.
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
- English – Business 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
About the Company
Mercer
Industry
FinancialServices
Description
Das Unternehmen ist ein weltweit führendes Unternehmen, das seinen Kunden hilft, ihre Anlageziele zu erreichen und die Gesundheit und Altersversorgung ihrer Mitarbeitenden zu verbessern.
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- Tether
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Senior Quantitative Researcher(m/w/x)
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