Job Description
Lead the Investment Implementation Services at our organization, ensuring performance and productivity standards are met. Oversee trade execution and manage daily operations for efficiency and client satisfaction.
This pivotal Team Lead position requires 5+ years of experience in Mutual Fund or Portfolio Management with a focus on institutional clients. You will supervise operations, manage day-to-day liaison with our Middle Office outsource provider, and ensure effective communication and analysis of trades. Leadership skills are crucial, as you will resolve client-related issues and manage a dedicated team to deliver excellence.
Key Responsibilities: • Supervise daily operations for optimal performance • Lead liaison with Middle Office outsource team • Oversee all aspects of trading and reconciliation • Analyze client custodian holdings against vendor records • Review and sign-off on cash and trade packages
Requirements: • Undergraduate degree in finance or...
This pivotal Team Lead position requires 5+ years of experience in Mutual Fund or Portfolio Management with a focus on institutional clients. You will supervise operations, manage day-to-day liaison with our Middle Office outsource provider, and ensure effective communication and analysis of trades. Leadership skills are crucial, as you will resolve client-related issues and manage a dedicated team to deliver excellence.
Key Responsibilities: • Supervise daily operations for optimal performance • Lead liaison with Middle Office outsource team • Oversee all aspects of trading and reconciliation • Analyze client custodian holdings against vendor records • Review and sign-off on cash and trade packages
Requirements: • Undergraduate degree in finance or...