
Portfolio Manager
7 days ago
Job Title
As a portfolio manager, you will be responsible for ensuring smooth transitions of client assets and portfolio transfers.
- Ensure all relevant approvals are obtained and instructions provided adhere to client mandates and procedures.
- Coordinate with various teams to ensure seamless transition of client assets and portfolio transfers via Letter of Undertaking.
- Elevate any deviations from procedure to management.
Securities Transfers
- Maintain close liaison and coordination with front office, internal departments, custodians, and counterparties.
- Process daily security
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