Implementations/Overlay - Client Associate
- Employer
- Eximius Finance
- Location
- London, United Kingdom
- Salary
- £60k - £70k
- Closing date
- Aug 19, 2022
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- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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- Responsible for leading the implementation of investment recommendations/ decisions including initiating legal reviews, trade entry, portfolio maintenance and monitoring, ongoing monitoring of cash & management of derivative overlay programmes.
- Provide regular updates to the team on operations related activities and ensuring accuracy/ timely distribution of client performance data.
- Build relationships and trust with external clients and internal teams, provide excellemt client service and be the primary point of contacts for clients.
- Lead the process of providing operational advice and subject matter expertise to client teams undertaking complex re-positioning of portfolios.
- Be a resource for client teams to provide advice regarding implementation options (e.g. vehicle selection, share class advice et)
QUALIFICATIONS
- Demonstrable experience of managing the implementation of investment transactions, oversight/ reconciliation of trades, reviewing of performance data preferred.
Demonstrable proficiency with Microsoft Excel spreadsheets is a must.
- Demonstrable experience of assume responsibility for multiple clients and delivering high quality work in an accurate and timely manner.
- Demonstrable experience of ability to communicate and interact with peers and external contacts in an effective, tactful and professional manner.
- Knowledge of alternatives particularly private equity & hedge funds preferred.
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