Roles & Responsibilities
Role
We are seeking a highly motivated Portfolio Solutions Manager to join our team. In this role, you will be responsible for day-to-day trading activities, risk management, and portfolio administration. You will work closely with portfolio managers, sell-side traders, and operations staff to ensure smooth execution of trades, accurate portfolio updates, and timely market insights. This is a hands-on position well-suited for a detail-oriented professional looking to build on a longer-term career within the asset management or trading requirements.
What we offer
- Competitive compensation and benefits package
- An opportunity to work in a dynamic, growth-oriented environment
- Professional development opportunities to advance your career in portfolio and trading management
Key Responsibilities
Trade Execution and Management
Execute trades across various asset classes, with a primary focus on equities, using multiple trading platforms and through designated sell-side tradersMonitor and adjust orders throughout the trading day to ensure best execution and alignment with portfolio objectivesLiaise with fund operations, compliance, and legal department on trading-related documentation needs, and ensure the correctness of trade booking and allocation for multiple accountsFlexibility in working across different market time zones whenever the need ariseCoordinate closely with internal and external stakeholders to ensure timely and accurate settlement, daily trade reconciliation and daily trade position reportingRisk and Margin Management
Monitor portfolio margin requirements on daily basis and ensure adherence to firm and regulatory guidelinesPrepare end-of-day portfolio risk reportsActive risk monitoring of portfoliosPortfolio and Client Reporting
Prepare and maintain client trading portfolios, ensuring data integrity and timely updates on daily, weekly, monthly basis & / or client demand basisGenerate periodic and ad-hoc account statements, performance summaries, and other client-facing materials in a clear and organized mannerEnsure client’s trading / portfolio data is updated correctly within the firm’s proprietary portfolio management system for internal or specific client’s review purposeMarket Analysis and Reporting
Stay updated on global market trends, economic indicators, and macroeconomic developmentsConduct internal market commentaries, weekly briefs, and tailored reports as neededCollaborate with research teams to incorporate relevant insights into trading strategies and portfolio decisionsQualifications and Skills :
Bachelor’s degree in Finance, Economics, or a related field; computer scienceAt least 3 years of experience in investment management, trading operations, or a related function. Experience in a brokerage desk would be beneficialStrong understanding of equity markets; exposure to other asset classes (fixed income, currencies, derivatives) is advantageousProficiency in trading platforms, order management systems, and financial software (e.g., Bloomberg, FactSet, Trading View)Solid analytical and quantitative abilities; comfort with Excel and data analysis toolsKeen attention to detail and ability to work under time-sensitive conditionsStrong written and verbal communication skills, with the ability to distill complex information into actionable insightsCoding skills for quantitative research would be considered an advantageTell employers what skills you have
Asset Management
Bloomberg
Brokerage
Derivatives
Quantitative Research
Market Analysis
Risk Management
Administration
Economics
Investment Management
Attention to Detail
Portfolio Management
Trading Strategies
Fixed Income
Equities