Senior Analyst, Managed Accounts Portfolio Services Group
Core
Senior Analyst supporting discretionary Managed Accounts investment management by overseeing trade implementation, reconciliation, and portfolio oversight controls.
Role type
Senior IC investment operations analyst
Builds
Portfolio oversight frameworks and trade implementation processes for Managed Accounts clients
Domain
Financial services / Investment operations
Required skills
Portfolio management, trading operations, investment operations, compliance controls, data analysis, Python, VBA, Excel, regulatory adherence
Preferred skills
CFA Level 1 or CIM, Associate Advising Representative (OSC) license, Access, middle/back-office experience
Technologies
Python, VBA, Excel, Access, portfolio management systems, market data platforms
Responsibilities
Facilitate portfolio implementation including trade modelling and order communication; Monitor portfolio controls and governance to ensure alignment with investment objectives; Execute and oversee pre-trade compliance controls; Review and escalate compliance matters with portfolio managers; Independently assess and resolve complex operational issues; Collaborate with technology partners to define system enhancements.
Seniority
Senior, hands-on IC
