Robert Walters
Portfolio Management Assistant
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Portfolio Management Assistant
Client
US Investment Bank
Location
London
Role Type
Permanent
Work Setup
Onsite - 5 days in the office
Who We Are
We are a consultancy operating within Robert Walters, the world's most trusted talent solutions business. Across the globe, we deliver recruitment, outsourcing, and talent advisory services for businesses of all sizes, opening doors for people with diverse skills, ambitions, and backgrounds.
The Role
We have an exciting opportunity for a Portfolio Management Assistant to join Robert Walters as a Consultant on a permanent basis in London. As a Consultant, you will be deployed on assignment with one of our clients, a leading US investment bank. In return, we will provide ongoing training, professional support, and the opportunity to develop your skills throughout your career.
You will join our client's IEG Implementation team, working closely with Portfolio Managers to provide portfolio management support across a broad range of global and international investment strategies.
As a centralised resource within the International Equities Team, you will play a key role in operational portfolio management activities. These include managing portfolio exposures and cash flows across multiple fund types and domiciles, supporting order construction, and liaising with core operational functions such as FX and Guideline Management Control.
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The team also acts as a key representative of Portfolio Management, collaborating with both internal and external stakeholders, including Product, Client Onboarding, Business Management, Client Account Management, Operations, and Technology.
What you'll do
- Manage client-driven orders from instruction through to completion, ensuring accuracy and timely execution.
- Construct and implement equity and equity derivative orders in line with portfolio requirements.
- Perform pre-trade guideline checks and maintain adherence to risk and control procedures.
- Monitor portfolio exposures, cash balances and open orders across multiple funds and domiciles.
- Liaise with internal teams including Operations, FX, Guideline Management and Technology to resolve operational queries.
- Build strong relationships with stakeholders across Product, Client Onboarding, Client Account Management and Business Management.
What you bring
- Experience in trade order construction and implementation, or a similar markets or trading support role.
- Experience of equities.
- Strong numerical and analytical skills with the ability to interpret portfolio, cash and trading data.
- Excellent attention to detail with a disciplined approach to risk, governance and controls.
- Quick learner, strong team player able to prioritise, stay organised, and perform effectively in a fast-paced environment.
- Interest in financial markets and investing.
- Experience with VBA and Python would be highly advantageous.
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What's Next
If you are ready to take the next step, apply now! Successful applicants will be contacted directly by a recruiter to discuss the role more.
We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at adjustments@robertwalters.com to discuss how we can support you.
This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
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