
Portfolio Management Professional
18 hours ago
Portfolio Management Professional
We are seeking an experienced Portfolio Management Professional to join our team. In this role, you will be responsible for pre-processing checks for all transfers, coordinating portfolio transfers, and ensuring smooth transitions of client assets.
Responsibilities
- Ensure all relevant approvals are obtained and instructions provided by Business adhere to client's signing mandate and procedure.
- Coordinate with various teams to ensure smooth transition of client assets and portfolio transfers via Letter of Undertaking.
- Escalate any deviation from procedure.
Key Skills and Qualifications
- Portfolio management experience
- Front office experience
- Asset allocation skills
- Data analysis skills
- Analytical skills
- Change management skills
- Interpersonal skills
- Administration skills
- Securities knowledge
- Needs analysis skills
- Economics knowledge
- Compliance knowledge
- Attention to detail
- Excellent communication and interpersonal skills
What We Offer
This role involves working closely with various stakeholders to ensure seamless operations and high-quality service delivery. The ideal candidate will have strong analytical, problem-solving, and communication skills.
As a key member of the team, you will contribute to the overall success of our organization by providing exceptional support and expertise to our clients and internal stakeholders.
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