Portfolio Management Operations Analyst

Portfolio Management Operations Analyst Overview

• The Portfolio Management Operations Analyst supports global trading activities across diverse asset classes, ensuring accurate trade execution and lifecycle management.
• Collaborate with internal teams and external market participants to resolve operational issues and enhance trading workflows.
• Engage in data-driven problem-solving and process improvements using advanced analytical tools and techniques.
• Gain exposure to global financial markets, trading systems, and investment operations in a dynamic environment.
• Contribute to automation initiatives and workflow optimization projects to enhance operational efficiency.
• Ideal for candidates passionate about financial markets and technology-driven solutions.
• Opportunity to collaborate with diverse professionals, including traders, engineers, and portfolio teams.
• Hybrid work arrangement offering flexibility and work-life balance.

Portfolio Management Operations Analyst Key Responsibilities & Duties

• Support trade lifecycle processes across multiple asset classes, ensuring seamless execution and settlement.
• Monitor daily trading workflows, investigating and resolving trade discrepancies and operational exceptions.
• Coordinate with internal stakeholders and external brokers to address operational challenges.
• Assist with corporate actions, foreign exchange workflows, and portfolio implementation activities.
• Conduct research and analysis to resolve trade lifecycle discrepancies and identify process improvements.
• Support testing and implementation of enhancements across trading and operational platforms.
• Utilize Excel, SQL, and analytical tools to reconcile data and investigate production issues.
• Participate in automation initiatives and contribute to documentation and testing of new functionalities.

Portfolio Management Operations Analyst Job Requirements

• Bachelor’s degree in Finance, Economics, Mathematics, Engineering, Computer Science, or a related field.
• 1-3 years of experience in investment operations, trading support, or financial markets.
• Proficiency in Microsoft Excel, including advanced functions such as Pivot Tables and VLOOKUP.
• Experience with Bloomberg Terminal and familiarity with trading platforms is preferred.
• Strong analytical and problem-solving skills with attention to detail.
• Preferred experience with SQL, Python, and exposure to asset classes like equities and derivatives.
• Ability to work collaboratively with diverse teams and manage time-sensitive production events.
• Motivated to improve processes and expand technical skills over time.