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Fund Managers Assistant (Portfolio Analyst)

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Date Posted

16 November 2018



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Our Client, a leading Global Asset Manager is currently looking for someone to join as a Fund Managers Assistant/Portfolio Specialist . The position sits within the front office working closely with Portfolio Managers, covering equities, fixed income, multi asset and institutional/segregated portfolios.

Key Responsibilities:
•    Monitoring cash positions ,cash flows and cash balances
•    Working daily alongside portfolio managers: to support and assist.
•    Represent PMs on change management projects
•    Liaise with Operational, Product Development, Technology, Legal & Change Management teams and external clients/vendors etc
•    Implementation of investment decisions taking into account cash, investment guidelines, benchmarks and fund sizes
•    Ensuring compliance with all applicable statutory requirements

•    4+ years experience within a Trade Operations/ Trade support – ideally facing off to the front office.
•    IOC/IMC Qualification OR Undertaking CFA Qualifications
•    Advanced level excel skills are a must, Bloomberg is desirable with an interest in current affairs
•    Proven understanding of Equity or Fixed Income markets and order generation

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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