Portfolio Implementation Associate
Core
Implement investment decisions for individual equity accounts, monitor portfolio positioning and trade executions, and manage client lifecycle events.
Role type
Portfolio Implementation Associate
Builds
Private wealth client accounts and equity portfolios
Domain
Private Wealth / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
quantitative analysis, portfolio monitoring, trade execution, cash management, compliance monitoring, client guideline adherence, process improvement
Preferred skills
US Equity operational product design
Technologies
N/A
Responsibilities
Implement investment decisions for individual equity accounts; Monitor portfolio positioning, trade executions, and cash management; Address client requests and manage account lifecycle events; Liaise with trading, operations, sales, and compliance teams; Contribute to trade implementation product design and process improvement
Seniority
Junior to Mid-level, hands-on IC