Portfolio Manager Integration Lead

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China North Rock Capital Management, LLC Full time

Job Description

About North Rock Capital Management, LLC

North Rock Capital Management, LLC is a global multi-manager investment platform focused on relative value equity strategies. We partner with experienced investment talent to deliver exceptional results.

We have a diverse and scalable investment platform comprised of 60+ portfolio management teams located globally. Our experience and proprietary risk framework enable us to navigate complex market conditions.

The role of the Implementation VP involves leading and overseeing portfolio manager integrations onto the platform in the APAC region. They will be responsible for project management of various tasks within the onboarding space. The VP will serve as the main point of contact for handling KYC requests from street side prime brokers, execution brokers, and relevant third-party relationships.

Responsibilities:

  • New Portfolio Managers/Migrations/Fund launches
  • Onboarding and coordinating with all relevant teams to ensure internal workflows meet PM requirements
  • Coordinate with both internal and external stakeholders to ensure the project will meet internal timelines
  • Actively participate in departmental and company-wide projects, and process improvement initiatives

KYC:

  • A large component of the role and in-depth knowledge of Investment Manager and Fund structure is a must
  • Quarterly KYC refresh reviews with external counterparties
  • Lead weekly legal and compliance priority calls

Requirements:

  • You have a related degree or related professional requirement
  • 10+ years in the financial services industry
  • 5+ years of project management experience within the financial services/asset management industry
  • Ability to handle several projects and different stakeholders simultaneously, and prioritize works based on deadlines
  • Operations experience is an asset


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