Pelham Berkeley Search
Portfolio Implementation Associate
Pelham Berkeley Search, Stamford, Connecticut, United States, 06925
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Portfolio Implementation Associate
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Pelham Berkeley Search 4 days ago Be among the first 25 applicants Join to apply for the
Portfolio Implementation Associate
role at
Pelham Berkeley Search Pelham Berkeley Search provided pay range
This range is provided by Pelham Berkeley Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$120,000.00/yr - $125,000.00/yr High Profile Mid-sized Fund seeks
Portfolio Implementation Associate
to support a
global equities trading team . You will play a critical role in the implementation of investment strategies across the firm, working with Portfolio Managers and Traders to ensure portfolios are invested in line with guidelines and their respective investment models. This is a direct hire full time position with a very high end mid-sized firm that offers a very professional work environment, competitive compensation and an amazing benefits package. While this is a junior role, it is a great career opportunity with a firm committed to professional development. This will include: Monitor cash flows and account guidelines Trade client accounts – invest/divest assets as appropriate, rebalance accounts, etc. Communicate with Trading and Compliance teams Create and implement trades Monitor compliance with investment policies Monitor portfolio positioning including cash balances, corporate actions, and adherence to a model portfolio Assist with client cash needs Actively participate in optimization oversight through interaction with Portfolio Managers and other stakeholders Requirements include: 2-3+ years of experience working in operations, trading or middle office Experience with trade settlement Self-starters with excellent attention to detail and accuracy, prioritizing tasks and managing strict deadlines in a fast-paced environment Proactive, have a strong work ethic, and a problem-solving attitude Collaborative mindset and strong interpersonal skills Completed college degree required, Finance, Economics or related course of study preferred Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at Pelham Berkeley Search by 2x Inferred from the description for this job
Vision insurance Medical insurance 401(k) Tuition assistance Disability insurance Get notified about new Portfolio Associate jobs in
Stamford, CT . Private Equity Associate - Investment Team
Stamford, CT $150,000.00-$250,000.00 3 weeks ago Fairfield County, CT $75,000.00-$100,000.00 1 week ago Stamford, CT $70,000.00-$85,000.00 2 weeks ago Greenwich, CT $80,000.00-$95,000.00 21 hours ago Purchase, NY $90,000.00-$120,000.00 2 weeks ago Asset Management Analyst / Senior Analyst
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Stamford, CT $85,000.00-$115,000.00 1 week ago Stamford, CT $82,000.00-$91,000.00 5 days ago Stamford, CT $100,000.00-$150,000.00 2 weeks ago Stamford, CT $66,200.00-$121,800.00 1 week ago Darien, CT $250,000.00-$400,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Portfolio Implementation Associate
role at
Pelham Berkeley Search 4 days ago Be among the first 25 applicants Join to apply for the
Portfolio Implementation Associate
role at
Pelham Berkeley Search Pelham Berkeley Search provided pay range
This range is provided by Pelham Berkeley Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$120,000.00/yr - $125,000.00/yr High Profile Mid-sized Fund seeks
Portfolio Implementation Associate
to support a
global equities trading team . You will play a critical role in the implementation of investment strategies across the firm, working with Portfolio Managers and Traders to ensure portfolios are invested in line with guidelines and their respective investment models. This is a direct hire full time position with a very high end mid-sized firm that offers a very professional work environment, competitive compensation and an amazing benefits package. While this is a junior role, it is a great career opportunity with a firm committed to professional development. This will include: Monitor cash flows and account guidelines Trade client accounts – invest/divest assets as appropriate, rebalance accounts, etc. Communicate with Trading and Compliance teams Create and implement trades Monitor compliance with investment policies Monitor portfolio positioning including cash balances, corporate actions, and adherence to a model portfolio Assist with client cash needs Actively participate in optimization oversight through interaction with Portfolio Managers and other stakeholders Requirements include: 2-3+ years of experience working in operations, trading or middle office Experience with trade settlement Self-starters with excellent attention to detail and accuracy, prioritizing tasks and managing strict deadlines in a fast-paced environment Proactive, have a strong work ethic, and a problem-solving attitude Collaborative mindset and strong interpersonal skills Completed college degree required, Finance, Economics or related course of study preferred Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at Pelham Berkeley Search by 2x Inferred from the description for this job
Vision insurance Medical insurance 401(k) Tuition assistance Disability insurance Get notified about new Portfolio Associate jobs in
Stamford, CT . Private Equity Associate - Investment Team
Stamford, CT $150,000.00-$250,000.00 3 weeks ago Fairfield County, CT $75,000.00-$100,000.00 1 week ago Stamford, CT $70,000.00-$85,000.00 2 weeks ago Greenwich, CT $80,000.00-$95,000.00 21 hours ago Purchase, NY $90,000.00-$120,000.00 2 weeks ago Asset Management Analyst / Senior Analyst
Purchase, NY $60,000.00-$90,000.00 2 weeks ago Elmsford, NY $65,000.00-$70,000.00 1 month ago Stamford, CT $125,000.00-$150,000.00 2 days ago Investment Operations Analyst (Hedge Fund)
Stamford, CT $85,000.00-$115,000.00 1 week ago Stamford, CT $82,000.00-$91,000.00 5 days ago Stamford, CT $100,000.00-$150,000.00 2 weeks ago Stamford, CT $66,200.00-$121,800.00 1 week ago Darien, CT $250,000.00-$400,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr