Implementations/Overlay - Client Associate

Eximius Finance
London, United Kingdom
£60k - £70k
28 Jul 2022
27 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • 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)


  • 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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