Senior Associate, Portfolio Implementation Management
Core
Senior Associate overseeing the implementation and execution of institutional investment portfolios, acting as the central operational point of contact for clients and investment teams to manage the full investment life cycle from trade planning to execution.
Role type
Senior Associate, Portfolio Implementation Management
Builds
Custom investment portfolios for endowments, foundations, pension plans, and ultra-high net worth private clients
Domain
Institutional Asset Management / Private Wealth
Required skills
Portfolio operations management, trade planning and execution, stakeholder management, process improvement, compliance monitoring, financial modeling, Excel proficiency, project management
Preferred skills
Knowledge of alternative investments (private equity, hedge funds), futures overlays, secondaries sales
Responsibilities
Manage the full investment life cycle including trade planning, execution, and rebalancing; Serve as primary liaison between investment teams, clients, and third-party service providers; Monitor portfolio liquidity, cash balances, and compliance against client guidelines; Develop custom portfolio structure exhibits and monitoring spreadsheets; Participate in new business onboarding and process improvement initiatives
Seniority
Senior, hands-on IC