Job Title: Implementation Portfolio Manager (Asian Equities)
About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
Job Summary:
We aim to successfully assist in the management and implementation of a portfolio’s investment strategy.
Implementation Portfolio Managers take responsibility for implementation of investment decisions and trades, working closely with Head of Portfolio Implementation and Investment Teams to design and propose the investment implementation and pre-trade compliance monitoring process. In some teams they are also responsible for overseeing cash management, and corporate actions.
An Implementation Portfolio Manager’s main stakeholder is the Investment team; however as a senior team member he/ she is also expected to be able to manage and navigate more complex queries by representing the Investment Team in providing the support link between Investment Product, Operations & Client Group teams. A good Implementation Portfolio Manager has to be able to meet the following criteria.
1. At least 7 years in portfolio implementation relevant experience
2. Have the support and trust of Investment colleagues when conducting the day-to-day as well as any ad-hoc investment implementation
3. Have good knowledge of operational processes, business and market requirements.
4. Have a good understanding of guidelines and regulations of mandates and funds managed by the investment desk
5. Possess strong knowledge of regulations and execution processes for all markets included in desk strategies.
6. Well versed in the Group’s policies and processes, including for e.g. the Risk Event Reporting procedures
7. Have sufficient proficiency in Mandarin and written Chinese to review and interpret Chinese-language documentation and regulatory requirements
Key Responsibilities:
Key Activities
• Designing and proposing procedures for implementation, pre-trade compliance monitoring and portfolio management
• Trade authorisation (for Time Deposit and Unit Trust Only)
• Day to day Portfolio oversight
• Cash management & hedging
• Transition management activities and fund restructuring
• Risk Management using derivatives
• Drift management of portfolio positions
• Liquidity Monitoring
• Coordinate Transaction Cost Analysis (TCA) with Dealing team
• Delivery of on-desk training (systems and processes)
Key Behaviours For Success
• Attention to detail – granular, detail-oriented with strong mathematical and technical skills
• Strong time management - able to prioritise effectively and multi-task
• Team player & relationship building – establish strong connections and work collaboratively within the Implementation team, as well as with Fund Managers, Investment Product, Dealers, Portfolio Compliance, Performance, Ops & Fund Services teams
• Good judgement - ability to work in a fast-paced environment and under pressure, able to exercise good judgement
• Reliable - Sense of urgency, yet calm under pressure, trustworthy, disciplined, professional
• Good communicator – clear, transparent, detailed, accessible and empathetic
• Credible – Good understanding of and interest in markets and instruments (inclusive of Derivatives)
• Prompt and Responsive – Pro-active and responds to calls/emails promptly
What an Implementation Portfolio Manager does not do
There are several activities which an Implementation Portfolio Manager will not be expected to do:
• Make investment decisions
• Authorise security trades
• Execute trades
Escalation
Escalation of queries surrounding performance of Implementation Portfolio Manager activities should be directed to the Head of Portfolio Implementation (Asset Class).
Risk Event Procedure should be followed for notification of all Risk Events
We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
Skills Required
- At least 7 years of relevant portfolio implementation experience
- Knowledge of operational processes, business requirements, and market requirements
- Understanding of investment mandate and fund guidelines and regulations
- Strong knowledge of regulations and execution processes for markets covered by desk strategies
- Familiarity with group policies and processes, including risk event reporting procedures
- Proficiency in Mandarin and written Chinese sufficient to review Chinese-language documentation and regulatory requirements
- Strong mathematical and technical skills
- Knowledge of markets and financial instruments, including derivatives
Schroders Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.
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Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
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Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
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Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.
Schroders Insights
What We Do
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932
