Implementation consultant serp_jobs.h1.location_city
serp_jobs.job_alerts.create_a_job
Implementation consultant • stamford ct
Portfolio Implementation Associate
Pelham Berkeley SearchStamford, CT, USManager, Workday Payroll - Implementation
KPMG-UnitedStatesStamford, CT- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
CRNA Consultant
Yale New Haven HealthNorwalk, CT, US- serp_jobs.job_card.promoted
Leasing Consultant
Blt Management LLCStamford, CT, US- serp_jobs.job_card.promoted
Sales Consultant
Green Power EnergyStamford, CT, US- serp_jobs.job_card.promoted
Solar Consultant
Momentum SolarNorwalk, CT, US- serp_jobs.job_card.promoted
Data Consultant
Sand Cherry AssociatesStamford, CT, US- serp_jobs.job_card.new
Defined Contribution Consultant
Kalos ConsultingStamford, Connecticut, USA- serp_jobs.job_card.promoted
Retail Sales Consultant
AT&TStamford, CT, United States- serp_jobs.job_card.promoted
Sales Consultant
Penske Automotive GroupOld Greenwich, CT, US- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Retirement Consultant
EmpowerStamford, CT, USOracle CPQ Cloud Implementation Consultant - Manager
PwCStamford,CTManager, Microsoft - F&O Implementation
KPMGStamford, CT, United States- serp_jobs.job_card.promoted
Leasing Consultant
Building and Land TechnologyStamford, CT, US- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Portfolio Consultant
Grayscale InvestmentsStamford, CT, United States- serp_jobs.job_card.promoted
Hyperion Consultant
SamprasoftPurchase, NY, US- serp_jobs.job_card.promoted
FinanceAI Senior Consultant
DeloitteStamford, CT, USLeasing Consultant
Building and Land Technology CareersStamford, Connecticut, USSenior Investment Consultant
AonNorwalk, CT, United StatesPortfolio Implementation Associate
Pelham Berkeley SearchStamford, CT, US- serp_jobs.job_card.full_time
- serp_jobs.job_card.permanent
- serp_jobs.filters_job_card.quick_apply
High Profile Mid-sized Fund seeks Portfolio Implementation Associate to support a global equities trading team .
You will play a critical role in the implementation of investment strategies across the firm, working with Portfolio Managers and Traders to ensure portfolios are invested in line with guidelines and their respective investment models.
This is a direct hire full time position with a very high end mid-sized firm that offers a very professional work environment, competitive compensation and an amazing benefits package.
While this is a junior role, it is a great career opportunity with a firm committed to professional development.
This will include :
Monitor cash flows and account guidelines
Trade client accounts – invest / divest assets as appropriate, rebalance accounts, etc.
Communicate with Trading and Compliance teams
Create and implement trades
Monitor compliance with investment policies
Monitor portfolio positioning including cash balances, corporate actions, and adherence to a model portfolio
Assist with client cash needs
Monitor broker commission targets
Actively participate in optimization oversight through interaction with Portfolio Managers and other stakeholders Requirements include :
2-3+ years of experience working in operations, trading or middle office
Experience with trade settlement
Self-starters with excellent attention to detail and accuracy, prioritizing tasks and managing strict deadlines in a fast-paced environment
Proactive, have a strong work ethic, and a problem-solving attitude
Collaborative mindset and strong interpersonal skills
Completed college degree required, Finance, Economics or related course of study preferred