Portfolio Specialist
5 days ago
**Job Description**
This role is responsible for providing support to the portfolio management teams in the area of account administration, trade-related duties, and operational control.
Candidates will be required to be knowledgeable about portfolio management and trading guidelines, regulations, procedures, and processes.
Main Responsibilities:
- Handle all operational and administration work for the DPM and ASM platforms.
- Coordinate with FO (RM/ ARM), Operational and L&C teams for DPM accounts on all hygiene matters.
- Conduct pre-trade checks; assist with order placing and sending orders for execution across approved asset classes and securities.
- Manage currency balances and FX transactions, including placing FX orders for execution.
- Maintain a full record of trade orders and order allocation trails.
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