Portfolio Engineer

Schroders Investment Management
London, United Kingdom
05 Sep 2019
05 Oct 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Who we're looking for

We're looking for a Portfolio Engineer with strong attention to detail. Someone who takes a highly pro-active approach to highlighting and resolving process inefficiencies, delivering process enhancements and assessing risk.

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 4,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. We offer flexible working appropriate for a client solutions focussed role.

The team

Schroders' QEP Investment Team consists of 31 members, located in London, Sydney and New York. It currently manages approximately US$ 30 billion across a range of global and emerging market equity strategies on behalf of clients around the world.

The team is organized across four key functions:

•A team of portfolio managers responsible for managing long only and long short strategies across different styles and regions
•The research team is responsible for researching new investment strategies and enhancing existing models.
•The portfolio implementation team, located in London, is responsible for effective implementation and day-to-day management of client portfolios.
•The product management team oversees relationship management, client service and business development

Additionally, the QEP Investment Team utilises Schroders' global resources across areas such as Trading, IT, Risk and Compliance

What you'll do

Being part of the Implementation team Portfolio Engineers interact closely with the QEP team's Portfolio Managers, working alongside them in the management of their portfolios focusing on trade order workflow, client take-on, cash flow management, currency hedging, portfolio transitions, corporate actions and investment restrictions.

The role involves ensuring that the team's trades are executed in a timely and effective manner, liaising with Schroders' global dealing teams and other functional areas. The team is responsible for overseeing the effective implementation of a high volume of trades and monitoring multiple markets and events. Role holders are expected to take a highly pro-active approach to highlighting and resolving process inefficiencies, delivering process enhancements, assessing risk, and should exhibit anticipation and sound decision-making.

The knowledge, experience and qualifications you need

•A methodical, technical mind-set, encompassing advanced Microsoft Excel knowledge and experience with Order Management Systems (particularly Aladdin).
•A familiarity with programming languages such as SQL would be desirable
•A knowledge of equities investing in general and trading in equities and derivative instruments (futures, currency forwards and swaps) in particular
•An appreciation of ESG considerations and their implications for investing
•Educated to degree level (or the equivalent); 2:1 or above, preferably in a numeric field, preferably progressing towards CFA designation

The knowledge, experience and qualifications that will help

Experience of working in a similar Implementation role for an asset manager, or in a trading environment, would be helpful

What you'll be like

•Strong attention to detail
•A direct and effective communicator who is diligent, persuasive, confident and credible in dealing with management and colleagues
•An ability to work effectively both as a part of a team and independently
•Able to work calmly and effectively under pressure in fast-paced environments, be resilient, managing a variety of tasks and competing priorities
•A logical mind-set; an analytical, problem-solving disposition

What we offer:

•Innovative, start-up mentality. No idea is off the table.
•Dedicated coding/developer team to respond to ever-evolving landscape.
•Possibility to grow into and shape the role, playing to your strengths as they align to the needs of the business.
•Expectation to critique and challenge accepted operating models and approaches. Open culture of feedback at all seniority levels.

We're looking for the best, whoever they are

Schroders is an equal opportunities employer. You're welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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