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.