Portfolio Implementation Associate
Core
Implement investment decisions and monitor portfolios for private wealth clients, ensuring compliance with guidelines and managing account lifecycle events.
Role type
Portfolio Implementation Associate
Builds
Private wealth client accounts and investment portfolios
Domain
Private Wealth / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
quantitative and analytical skills, portfolio monitoring, trade execution, cash management, compliance monitoring, client guideline adherence, account lifecycle management, process improvement
Preferred skills
US Equity operational product design experience
Technologies
N/A
Responsibilities
Implement investment decisions for individual equity accounts, monitor portfolio positioning and trade executions, address client requests and manage account events, liaise with internal departments, execute project-based initiatives for trade implementation product design
Seniority
Junior to Mid-level, hands-on IC