For dedicated IG Credit portfolios, monitor the cash position including overdrafts; handle operational issues around portfolio transitions and work with Compliance on portfolio maintenance. Support IG Credit trading activities including ticketing and pre-clearing trades; work with product Portfolio Managers and Analysts on transition issues related to IG Credit allocations of their portfolios. Support IG Credit research team downgrade process including input of investment opinion and write-ups into the WA business process management tool, BPM. Pre-clear through Compliance Corporate Actions in IG Credit securities.
Portfolio surveillance and maintenance
Research Team support
Investment Support and Accounting
Support Investment Team objectives with other WA teams
3-5 years of relevant work experience, quantitative work preferred
Strong attention to detail, analytical and problem solving ability
Excellent financial, mathematical and statistical skills
Proficiency in Excel, Microsoft Access
Solid knowledge of a major programming language, i.e. Visual Basic
Able to work and communicate with all levels within the organization
Able to work in a high stress environment
Academic Qualifications (minimum requirements):
Bachelor’s degree in related discipline, i.e. Mathematics, Science or Engineering; Chartered Financial Analyst (CFA) encouraged.