Portfolio Manager
1 week ago
Job Overview
Acuity Knowledge Partners is seeking an experienced Portfolio Manager to join our team in Global Markets. As a key member of our operations team, you will be responsible for providing solutions and support for Trading Operations and Product Control functions.
About the Role
- We are looking for a highly skilled and motivated individual with experience in middle-office & back-office operations, trade life cycle management, and financial markets.
- You will work closely with senior managers and the sales team to foster and strengthen client relationships.
- Key responsibilities include setting up new support teams, leading transitions, and overseeing teams.
Main Responsibilities:
- Support clients on setting up and managing processes for Trading Operations, including trade lifecycle management, settlements, allocations, etc.
- Provide solutions and support for Product Control functions.
- Actively participate in roadshows and lead client meetings to build and strengthen relationships.
- Identify and pursue new business opportunities.
- Lead transitions and facilitate smooth account setup.
- Demonstrate strength and flair in client/requester relationship building and management.
Requirements:
- MBA/ CFA/ CA or equivalent experience.
- Strong statistical and analytical skills.
- Middle office or Control function experience with Investment banks / investment banking clients.
- Sound knowledge of financial markets with hands-on experience in Equities, Fixed income products, Derivatives, Securitized products, Swaps, etc.
- Experience and good understanding of global market operations, including Middle-office & Back-office operations, Trade life cycle management.
- The ability to work independently and as part of a team.
- Prior experience of process transitions and system implementations would be an advantage.
- Ability to understand client requirements and execute work under pressure especially on short time-bound deadlines.
- Excellent written and spoken communication skills.
- MS Office skills – proficiency in MS PowerPoint, MS Excel, and MS Word.
Salary Estimate: $120,000 - $180,000 per annum.
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