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Head of Portfolio Implementation

Remote: 
Full Remote
Experience: 
Expert & Leadership (>10 years)
Work from: 
Illinois (USA), United States

Offer summary

Qualifications:

10+ years of experience in operations management, Proficient in managing multi-asset portfolios, Experience with credit transactions, Strong leadership and problem-solving skills.

Key responsabilities:

  • Lead the closing process for transactions
  • Develop and disseminate portfolio reports
Aksia logo
Aksia Financial Services SME https://www.aksia.com/
201 - 500 Employees
About Aksia
Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to institutional investors and we advise on $265 billion AUA and $18 billion AUM of client alternative allocations. We represent experienced pension plans, insurance companies, government-related institutions, endowments, foundations and superannuation funds. Aksia has over 390 employees who are located in seven offices across North America, Europe, and Asia, with headquarters in New York City and main offices in London and Tokyo.* *All references herein refer to Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”). AUA/AUM is as of September 30, 2022 and includes NAV plus unfunded commitments and represents investments advised on and/or managed by Aksia and directly tracked by Aksia’s client operations team. AUA/AUM does not include assets of any research clients or advisory clients for whom Aksia does not track their portfolios. AUM includes fully discretionary accounts and accounts where the client retains veto authority. Number of professionals and experience is as of October 31, 2022.
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Job description

Position Overview:

Aksia is seeking to hire a Head of Portfolio Implementation to support portfolio construction, investment execution and new fund formation across Aksia’s discretionary investment management platform. The Head of Portfolio Implementation will work closely with Aksia’s operations, investment, risk and legal teams and will be responsible for overseeing the build out of a new Portfolio Implementation team.

The ideal candidate will have a proven track record in overseeing trade execution and settlements of direct deals across multiple asset classes, supporting portfolio management, handling high transaction volumes across multiple portfolios, and working within a global investment organization.  

This position can be remote or based out of our Chicago office on a hybrid basis.

Responsibilities: 

  • Lead the closing process for transactions by coordinating with investment, operations, risk and legal teams
  • Lead the development and dissemination of portfolio reports and analytics to be shared among relevant Aksia committees. Work alongside operations and compliance teams to monitor portfolio capacity, currency hedging, liquidity, reserves and investment restrictions across Aksia’s discretionary investment platform
  • Coordinate among investment, legal and operations teams to support the onboarding of new SMAs and funds
  • Create ad-hoc reports for portfolio management teams and to support client reporting
  • Work with internal and external stakeholders, including auditors, regulators, and senior leadership, providing transparent and timely communication

Qualifications: 

  • 10+ years of experience managing operations for large, complex, multi-asset portfolios, including direct deals, within a high-volume, dynamic environment
  • Experience with credit transactions
  • Proven track record of identifying and implementing process improvements and operational efficiencies in complex structures
  • Strong leadership skills
  • Exceptional problem-solving skills
  • Experience with 40Act funds a plus

Required profile

Experience

Level of experience: Expert & Leadership (>10 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Portfolio ManagementTrade LifecycleProcess ImprovementTransaction Processing (Business)Risk ManagementAsset ManagementLiquidity ManagementMicrosoft ReportingOperational Efficiency

Other Skills

  • Problem Solving
  • Communication
  • Leadership
Are you interested?

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