Investment Implementation Analyst
Core
Translating portfolio decisions into accurate, timely, and controlled implementation across model portfolios, including asset-allocation, fund-selection, and tactical changes.
Role type
Investment Implementation Analyst
Builds
Model portfolios for discretionary investments
Domain
Asset Management / Wealth Management
Required skills
Portfolio implementation, fund selection, cash flow management, RFP production, data preparation for reporting, trade execution, pre/post-implementation checks
Preferred skills
Risk management mindset, detail-oriented approach
Technologies
Microsoft Excel, portfolio management systems
Responsibilities
Support implementation of asset-allocation and tactical portfolio changes; Coordinate portfolio rebalances, subscriptions, redemptions, and cash flows; Monitor implementation progress and resolve exceptions; Perform pre and post-implementation checks; Lead production of high-quality RFPs for institutions and HNW prospects; Prepare data for client quarterly reporting and performance analysis; Place discretionary trades through the firm's portfolio management system.