Currency Management Portfolio Manager, Assistant Vice President
Core
Manage daily implementation and oversight of currency hedging strategies for assigned institutional clients, monitoring exposures and ensuring mandate compliance.
Role type
Senior IC currency portfolio manager (FX)
Builds
Client currency hedging programs and portfolio management services
Domain
Financial services / FX markets
Required skills
Currency portfolio management, FX products (spot, forwards, swaps), institutional client portfolio management, hedge strategy implementation, portfolio exposure analysis, risk and control principles, pre-trade due diligence, post-trade review, transaction-cost analysis
Preferred skills
CFA designation, FX trading platform experience, execution-quality monitoring, transaction-cost analysis
Technologies
FX trading and portfolio-management platforms
Responsibilities
Manage daily implementation and oversight of currency hedging strategies for assigned institutional clients; Monitor client portfolio exposures relative to current hedge positions and identify required rebalancing activity; Ensure completeness and accuracy of inbound client data, mandate compliance, portfolio calculations and client reporting; Create and review FX orders, perform pre-trade due diligence and coordinate trade execution; Exercise sound judgment in managing client hedging programs, identifying potential data issues, mandate exceptions and operational risks; Manage the full portfolio lifecycle, including rebalances and other client-directed or event-driven transactions; Perform post-trade review and ensure transactions and portfolio positions have been accurately reflected within Currency Management systems; Monitor portfolio-level risks, including hedge ratios, currency exposures and client-specific mandate requirements; Partner with trading colleagues on execution strategy, counterparty considerations and transaction-cost analysis; Participate in client due diligence meetings, service reviews, new-business presentations and ongoing client inquiries; Contribute to enhancements to portfolio-management processes, controls, technology and monitoring capabilities.
Seniority
Senior, hands-on IC
