Senior Analyst, Managed Accounts Portfolio Services Group
Core
Senior Analyst supporting discretionary Managed Accounts investment management by overseeing trade implementation, portfolio oversight, and pre-trade compliance controls.
Role type
Senior IC investment operations analyst
Builds
End-to-end implementation and oversight framework for Managed Accounts portfolios
Domain
Asset management / Investment operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Portfolio management, trading, investment operations, pre-trade compliance, regulatory adherence, complex issue resolution, cross-functional collaboration, product structures across asset classes, middle/back-office processes, financial services systems
Preferred skills
Programming (Python, VBA), Access, portfolio trader experience, middle-office investment operations
Technologies
Python, VBA, Access, portfolio management systems, market data platforms
Responsibilities
Facilitate portfolio implementation including trade modelling and order communication; monitor portfolio controls and governance; execute and oversee pre-trade compliance controls; review and escalate compliance matters; independently assess and resolve complex operational issues; collaborate with internal partners and external vendors on system enhancements.
Seniority
Senior, hands-on IC