Investment Data & Trade Support, Specialist
Malvernonsitemid
Posted today · via Workday
About this role
Core Responsibilities Serve as a primary liaison between portfolio managers, traders, relationship managers, custodians, and internal partners to provide guidance across portfolio administration and data issues, determining appropriate escalation, resolution paths, and risk mitigation. Leads daily ad-hoc portfolio administration and operational activities in accordance with defined procedures and objectives. Perform analysis and reconciliation of investment and portfolio data inputs, including evaluating data trends, modeling impacts to portfolio positioning, and identifying potential data, valuation, or trade readiness risks requiring further action or control enhancements. Supports the maintenance, delivery, and validation of investment, market, and portfolio data across systems.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Malvern. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included