With a team of 2,800 talented financial services specialists on the ground in 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world's financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track-record of outstanding execution in financial services.
Rothschild Private Wealth
An objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients' wealth.
Our UK Wealth Management business has enjoyed considerable growth in recent years, reflecting client desire for un-conflicted advice, excellent investment results and the quality of our employees.
Great wealth managers must provide a first class personal service, where team members truly know each client and understand their requirements, whilst also delivering on each client's investment requirements. To achieve this, we adopt a collaborative approach, splitting relationship and portfolio responsibilities between Client Adviser and Portfolio Manager teams.
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Overview of Role
The implementation team has primary responsibility for implementing all RWM's discretionary accounts in accordance the investment team views. In this high responsibility role the team conduct trades worth approximately GBP15 billion per annum and monitor cash and currency positions. The successful candidate will work closely with multiple points of contact across the business including the investment team, operations and the front office.
Enter a variety of security and fund trades, as directed by the investment managers and client advisors, using the portfolio management tool Avaloq
Monitor underlying currency exposure and adjust FX hedges as required across all client portfolios
Perform basic cash management activities by placing spot FX's
Respond to general queries from internal teams and third parties
Close liaison with the dealing teams in relation to client trades
Liaise with back office teams (settlements, fund administration and reconciliation) to resolve any arising issues in relation to client portfolios or trades
Perform a variety of checks on client portfolios and completed trades on a daily basis
Take ultimate responsibility for ensuring client portfolios stay on model within a prescribed set of guidelines
Perform account to model comparisons and other analysis upon request from investment managers
Manage the initial fund subscription process for various external custody accounts (including completion of initial subscription forms)
Contribute to the on-going development and maintenance of the portfolio management system to ensure high quality accurate and efficient implementation
Skills and Qualifications Required
Maintain high accuracy levels while working under pressure
Be solutions focused and good at problem solving
Work well within a team. The role is suited to individuals with high levels of energy but with a cool head.
Be comfortable dealing with multiple open items simultaneously
Good generalist knowledge of all asset classes and financial instruments required, any relevant financial qualifications an advantage
Previous exposure to financial markets/portfolio management in an Operations role preferred but not essential
Avaloq experience a benefit but not essential
Genuine interest in developing a career in a Support Infrastructure Function