Portfolio Quality Analyst - Investment APM
Core
Supports Associate Portfolio Managers in daily portfolio management activities, including data quality checks, order construction, compliance monitoring, and operational setup.
Role type
Associate-level investment operations analyst
Builds
Client portfolios and investment workflows
Domain
Global investment management
Deliverable
product features
Required skills
data accuracy verification, portfolio review, order construction, post-trade compliance investigation, account setup, rule set maintenance, report preparation, process automation
Preferred skills
financial market knowledge, problem solving
Technologies
automation solutions
Responsibilities
Perform start-of-day quality control checks, assist in portfolio reviews for strategy dispersion and lifecycle events, construct proposed purchase and sell orders, investigate post-trade compliance alerts, support operational setup of new accounts, maintain product targets or rule sets, prepare investment and portfolio reports, identify opportunities to re-engineer and automate processes
