Portfolio Solutions Specialist

Key Responsibilities

• Support the implementation and onboarding of exclusive mandates, SMAs (Separately Managed Accounts), and managed portfolios, ensuring accurate setup and operational readiness.
• Perform and monitor cash management activities, including cash balancing and funding adjustments, with direct impact on portfolio performance.
• Execute position and cash controls, ensuring data accuracy, integrity, and alignment with investment strategies.
• Ensure continuous portfolio and fund compliance with internal guidelines, regulatory requirements, and investment mandates.
• Partner with Portfolio Managers and Trading teams to support daily portfolio operations and resolve operational issues efficiently.
• Develop and enhance analytical tools, controls, and automation solutions using Excel, SQL, and Python to improve scalability, efficiency, and risk reduction.
• Identify opportunities to streamline and automate operational processes, reducing manual intervention and operational risk.
• Act as an operational and analytical liaison between business, data, technology, and processing teams.
• Contribute to continuous improvement initiatives focused on operational excellence, control effectiveness, and scalability.

Qualifications

• Bachelor’s degree in Economics, Engineering, Business Administration, Computer Science, or related fields.
• Strong proficiency in Excel (advanced), SQL, and Python programming for analytical and automation purposes.
• Solid understanding of portfolio management concepts, investment products, and financial markets.
• Experience with portfolio, position, and cash controls in asset management or similar financial environments.
• Ability to work in high-impact, deadline-driven environments with strong attention to detail and risk awareness.
• Strong analytical, problem-solving, and collaboration skills.
• Advanced English is required for interaction with internal and international stakeholders. Portuguese is considered a plus.
• CGA or CFA certification or in progress.