Operational Portfolio Manager

Department

Within Investments the Equity Portfolio Engineering & Trading team (PET Equity) is responsible for Equity Trading, Portfolio Implementation and other related  Front office activities

The PET Equity team is composed of 16 members, including 6 Operational Portfolio Managers, 8 Traders

Position

As an operational portfolio manager you will be responsible for the daily rebalancing, implementing, monitoring and support in general of Equity portfolio’s. You will work in a dynamic environment and will need to juggle between a variety of tasks, liaising with portfolio managers, traders, IT departments, , risk management, operations and other stakeholders. The team is positioned at the center of portfolio management within the front office and  this role will give you a broad view of different portfolio management, portfolio construction and other investment management activities and processes.

The PET Equity team focuses on adding value to the Equity portfolio management teams by:

• Efficient implementation of the portfolio construction and order generation, including cash flows, portfolio monitoring and the onboarding of new accounts.
• Strong execution performance of all equity funds and mandates.
• Leveraging technology to achieve scalability, minimize operational risk and initiate innovation in the investments domain.
• Continuous improving and controlling the Equity value chain from Front-to-Back including the development and maintenance of policies and frameworks that underlie these processes.
• Assisting in the implementation of new investment product, instruments or capabilities; for example ETF’s,  equity long/short funds and equity swaps
• Other front office operational activities which support the relevant PM teams.

Position & Requirements

As an Operational Portfolio Manager, you will work together with the other 5 Rotterdam-based Operational Portfolio Managers and you will be responsible for:

• Monitoring and steering of investment portfolios in line with their investment strategy and model portfolio (FX, cash, investments);

• Investing/divesting daily cash flows;

• Responsible for pre-trade compliance;

• Implementing new accounts; offboarding existing accounts

• Identify and implement further enhancements to the operational processes;

• Implementing technical changes in tools and process-related changes in the way of working and daily operational procedures;

• Set requirements, together with portfolio managers for Front office tooling; Reviewing & testing of IT builds in Front office tooling;

• Sparring partner and main point of contact for portfolio managers and other stakeholders.

• On the one hand the role requires the fulfillment a daily repetitive tasks while on the other hand it is very ad-hoc action depending on financial markets, cashflows and client requests.

Requirements

• Bachelor’s or master’s degree;

• Team player with hands on mentality

• Several years of working experience in financial industry;

• Strong attention to detail and inquisitive mind

• Analytically strong: you are able to connect and analyze dependencies between several processes and identify and implement process improvements where needed;

• Pro-active and pragmatic approach, able to work independently but not hesitating to ask for help when necessary, always taking operational risks into account;

• Able to handle stressful situations, responsive and able to set priorities and switch quickly between different activities during the day;

• You have strong communication skills, both verbally and in writing, since your job involves communicating with many different departments;

We offer

• A challenging role with diverse responsibilities in a team of enthusiastic and ambitious professionals.

• The ability to learn a lot on all aspects of operational portfolio management and portfolio implementation.

• Opportunities for entrepreneurship and personal growth, with an attractive salary package.

Robeco Recruiting Team