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Sonal Joshi

Associate Consultant at Black Turtle India Pvt Ltd

Last Login: 04 April 2024

139

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29

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Job Code

1381367

Implementation Manager - BFSI

10 - 15 Years.Mumbai
Posted 1 month ago
Posted 1 month ago

Job Description : As a team member on an 10 to14 person team, this role will involve supporting and managing Russell investment portfolios globally. These portfolios cover multiple asset classes including equities, foreign exchange (FX), derivatives, cash and fixed income. Responsibilities will include daily data validation, pre/post trade compliance monitoring, trade creation, trade entry into a portfolio system, verbal and written interaction with the appropriate internal contacts (Portfolio Managers, data teams, compliance, performance). The role also will involve maintaining performance reporting for certain accounts, troubleshooting data and reasons for discrepancies and tracking cash flows. This role will also do trade preparation by coordinating with Russell employees globally, checking corporate actions, cash availability and compliance rules while assisting to manage multiple styles of portfolios to a benchmark or model portfolio. This role will be fully crossed trained on all asset classes.

Years of Experience : This role requires 5-8 years of experience depending on historical asset class experience.

Qualifications :

- Strong math and analytical skills

- Familiarity with portfolio management and/or trading

- Knowledge of Bloomberg and Microsoft products

- Good understanding of custodian reports.

- Good understanding of securities markets.

- Bachelor's degree in finance, Economics, Mathematics or related technical field. Masters degree or CFA preferred.

- Strong communication and coaching skills

- The ability to prioritize multiple tasks that have tight timelines

- Strong attention to detail

- Dedication to teamwork

- Proactive mindset to anticipate issues and communicate them quickly and effectively.

- Bachelors degree in Finance, Economics, Mathematics or related technical field is required, this is in addition to the skills, knowledge and experience required to undertake the role.

Responsibilities :

- Execute on (1) the timely implementation of portfolio changes (2) the daily processes necessary to ensure portfolios achieve their intended outcomes (3) the required reporting on outcomes to internal and external clients.

Candidate Requirements :

- Familiarity with Bloomberg, Axioma, Microsoft suite (excel, Outlook).

- Experience with portfolio management processes

- Strong understanding of various asset classes

- Strong understanding of performance measurement calculations

- Strong understanding of capital markets and what affects portfolio outcomes in order to write (and lead the writing) commentary regarding portfolio outcomes.

Core Values :

- Strong interpersonal, oral, and written communication and collaboration skills

- Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines,

- Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.

- Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency.

- Exemplifies our customer-focused, action-oriented, results-driven culture.

- Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.

- Ability to act with discretion and maintain complete confidentiality.

- Dedicated to the firm's values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.

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Posted By

user_img

Sonal Joshi

Associate Consultant at Black Turtle India Pvt Ltd

Last Login: 04 April 2024

139

JOB VIEWS

29

APPLICATIONS

13

RECRUITER ACTIONS

Job Code

1381367

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