Portfolio Implementation Management Associate
2 weeks ago
The Portfolio Implementation Management Team
The Portfolio Implementation Management Team is part of Global Portfolio Services. Our mission is to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs.
Responsibilities
The Portfolio Implementation Management Associate will partner with senior members of the Portfolio Implementation Management team to provide support to investment teams and clients in the following areas:
- Investigate and answer operationally driven client and investment team inquiries.
- Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions.
- Directly engage with client contact(s), investment teams, and other internal CA business areas to ensure effective communication regarding the implementation of investment decisions.
- Contact investment managers and/or custodians regarding individual portfolios.
- Develop and maintain custom portfolio structure exhibits for investment team and client use.
Qualifications
The successful candidate will demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills. Superior and demonstrated problem-solving, analytical, and organizational skills are also required. Additionally, the candidate should have a strong interest in and general knowledge of investments, key industry terms, and broad financial concepts.
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