The role supports the Private Client PMG team by implementing portfolio decisions and serving as a contact point with operations and sales teams
Job Summary
The role supports the Private Client PMG team by implementing portfolio decisions and serving as a contact point with operations and sales teams.
Responsibilities include day-to-day monitoring of portfolio positioning, executing trades, managing cash flows, and ensuring compliance with client guidelines.
Candidates must be top academic performers with 1-2 years of specific experience in US market operations and portfolio management.
Matching Summary
The role supports the Private Client PMG team by implementing portfolio decisions and serving as a contact point with operations and sales teams.
Skills & Requirements
Must-have
US market operations experience
Portfolio management operations knowledge
Night shift availability for US hours
Strong quantitative analytical skills
Client guideline compliance monitoring
Nice-to-have
Interest in financial markets regulations
Proactive problem-solving approach
Ability to work in deadline-driven environment
Holistic understanding of end-to-end processes
Strong interpersonal communication skills
Key Requirements
Bachelor's degree in business, finance, economics, math, computer science, engineering, or liberal arts