Senior Associate, Portfolio Management Operations
Core
Facilitate investment changes, process improvements, and team projects within the Portfolio Management department to enhance the investment process and associated technology.
Role type
Senior Associate, Portfolio Management Operations
Builds
Investment process improvements, new fund launches, solution changes, and technology enhancements for institutional clients.
Domain
Asset Management / Investment Operations
Deliverable
product features
Required skills
Project management, process improvement, cross-functional stakeholder management, quantitative problem-solving, documentation of complex processes, operational risk identification, investment management expertise
Preferred skills
Consulting or product management experience, Atlassian products (JIRA, Confluence)
Technologies
JIRA, Confluence
Responsibilities
Manage projects to enhance the investment process and technology; coordinate with global operations and technology teams; identify and resolve project barriers; facilitate changes to investment strategies and processes; support account launches, closures, and transitions; document and communicate complex processes; identify operational risks and implement solutions.
Seniority
Senior, hands-on IC
