Mandate/Portfolio Specialist - European Private Banking
- Support the implementation and ongoing maintenance of discretionary and advisory investment portfolios across multiple asset classes.
- Partner with investment, operations, and business teams to review existing workflows and identify opportunities for greater efficiency.
- Monitor portfolio-related activities and investigate discrepancies, ensuring timely resolution of operational issues.
- Maintain portfolio structures, investment guidelines, benchmark information, and related investment records.
- Produce and review portfolio reports, investment data, and management information to support internal stakeholders.
- Support process optimisation initiatives aimed at enhancing portfolio administration and reporting capabilities.
- Assist with business change initiatives by preparing documentation, coordinating stakeholder feedback, and tracking project deliverables.
Requirements
- Minimum 5 years of experience within investment operations, portfolio implementation, fund operations, wealth management, asset management, or private banking.
- Strong understanding of portfolio management concepts, investment products, and portfolio administration processes.
- Strong analytical and problem-solving skills with excellent attention to detail.
- Advanced Excel skills and experience working with data using VBA, Python, SQL or other automation skills.
- Strong stakeholder management and communication skills with the ability to work effectively across teams.
- Proactive, collaborative, and client-focused mindset.
FAQs
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