Portfolio Implementation & Order Generation Specialist

William Blair

Chicago, Illinois, United States
Base: $90,000 - $125,000 usd; bonus/equity: discre...
On-site
3-7 years institutional investment experience
Portfolio management system proficiency
Trade lifecycle and rebalancing expertise
This role serves as a key liaison between Portfolio Management, Trading, Product Specialists, and Operations to ensure efficient portfolio strategy implementation

Job Summary

  • This role serves as a key liaison between Portfolio Management, Trading, Product Specialists, and Operations to ensure efficient portfolio strategy implementation.
  • Candidates will develop tools and processes to reduce errors, analyze dispersion, and support the accurate execution of trade orders aligned with client guidelines.
  • The position offers competitive compensation including a discretionary annual bonus, comprehensive medical benefits, and a 401(k) with profit sharing.

Matching Summary

This role serves as a key liaison between Portfolio Management, Trading, Product Specialists, and Operations to ensure efficient portfolio strategy implementation.

Salary

Base: $90,000 - $125,000 USD; Bonus/Equity: Discretionary annual bonus or commission-based incentives; Benefits: Medical, dental, vision, 401(k), profit sharing, parental leave

Skills & Requirements

Must-have

  • 3-7 years institutional investment experience
  • Portfolio management system proficiency
  • Trade lifecycle and rebalancing expertise
  • Multi-asset investment knowledge including ETFs
  • Regulatory compliance adherence

Nice-to-have

  • Advanced Excel skills with SQL or Python
  • CFA designation or progress towards it
  • MBA degree preferred
  • Experience coaching associates on best practices
  • Cross-functional collaboration capabilities

Key Requirements

  • Bachelor's Degree in Finance, Accounting, or Business
  • 3-7 years experience in trade operations
  • Proficiency with systems like Aladdin or Charles River
  • Strong analytical mindset with advanced Excel skills

Work Rights

Not specified

Tailored Resume

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