Our client, a leading financial firm, is seeking a Portfolio Management Engineer to serve as a key liaison between clients, portfolio management, trading, and custodial partners. This hybrid role blends finance, technology, and client engagement, ideal for someone passionate about leveraging technology to optimize portfolio management and trade execution.
Key ResponsibilitiesAct as the bridge between portfolio management, trading teams, and custodians to ensure seamless operations and client experience.
Implement platform enhancements and process improvements based on stakeholder input and market best practices.
Collaborate with portfolio construction teams to align investment strategies with client goals.
Serve as a client-facing contact for portfolio management, trading, and performance reporting.
Provide technical insight and feedback to enhance platform functionality (no coding required at production scale).
Qualifications2+ years of experience in equities portfolio management or investment operations.
Experience working with custodian platforms (e.g., Schwab, Fidelity).
Familiarity with order management systems and algorithmic trade execution.
Bachelor's or Master's degree in a quantitative discipline; Computer Science background a plus.
Proficient in Python, able to write and understand clean, modular code, and create basic notebooks.
Excellent communication and client-facing skills.
This is a standout opportunity for someone who thrives at the intersection of technology and portfolio strategy, contributing to innovation in a high-performing, data-driven environment.
Read Less