- Guarantee all portfolio executions/changes are completed proficiently and on schedule. Drive and survey the execution procedure ceaselessly.
- Correspondence between gatherings is timeous and precise (incorporates activities, customer channels, venture group, legitimate, portfolio detailing) on usage matters
- All the change necessities in the proposition agenda are tended to (for example ODD, liquidity, see periods, out of market presentation and so on)
- Dynamic commitment with portfolio directors and changes group - give recommendations or elective alternatives where obstacles are distinguished or issues emerge
- Steady catch up with all gatherings to guarantee that due dates are met and activity things from gatherings are actioned in a timeous way
- Guarantee that all the indexation exchanges are done easily and productively – guarantee procedure set up to screen return contrasts and guarantee that any exchange directions are confirmed inside the essential procedures
- Helping with the correspondence procedure
- Draft, alter and survey correspondence of portfolio changes to guarantee it is clear and brief and happens in an auspicious way
- Guarantee correspondence and interchanges are drafted timeously to guarantee it is clear and very much overseen dispersing one message with no vulnerability.
- Guarantee that the Investment Team individuals have the frameworks and assets they have to deal with the portfolios successfully. Be focal contact individual and co-ordinator.
- Customary associations with different Investment Team individuals to comprehend their necessities
- Liaise with PRT and Technology group to guarantee conveyance of significant reports and frameworks is conveyed.
- BSc, BCom or venture the executives degrees are suggested. MSOffice suite (Excel abilities, Word and Power point for introductions)
- Min 5 years in Financial Services
Salary: Not disclosed
Industry: Banking(Investment/Retail banking)
Role Category: Project Manager
Employment Type: Full time