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Director, Investment & Middle Office
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|Sector||Investment & Middle Office|
We are working with a truly reputable investment firm, who are pursuing an Investment Liaison role.
This firm helps their clients achieve their long term financial goals with the help of their associates, looking for talented individuals who share their commitments. The Investment Liaison role is challenging and provides support to investment teams, including Portfolio Managers and Portfolio Specialists. The role also identifies broader, asset-class themes and implements solutions that impact the larger IL team.
Create and ensure accuracy of portfolio-level data and analysis to support most complex investment decisions and client inquiries.
To stay informed about regulatory changes that may impact their investment strategy and the asset class.
IL will frequently be asked to participate in the implementation of new systems.
Communicate investment strategy changes to the Marketing and Operations team.
Skills & Qualifications:
Advanced understanding of investment principles, asset classes and financial markets.
Ability to troubleshoot and resolve technology issues including building Excel macros.
Advanced knowledge of accounting, trading performance and risk concepts.
Ideally a Bachelors Degree in Business Administration, Finance or Accounting.
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