Newton - Portfolio Implementation Team Analyst

Title: Portfolio Implementation Team Analyst
Location: London
Reports to: Head of Portfolio Implementation

Company Overview:
Newton Investment Management is one of BNY Mellon Investment Management's specialists, and they are a London-based global investment house with expertise in a range of disciplines, including global, regional and emerging-market equities, multi-asset strategies, absolute return investing and global bonds. A global, thematic approach to investment helps them achieve long-term perspective on global financial markets and economies, and identify areas of long-term risk and opportunity. Their belief is that responsible investment is better investment for clients and they consider ESG (environmental, social and governance) issues in relation to every company in which they invest. Newton is part of BNY Mellon Investment Management, one of the world's largest investment managers.

What's on Offer?
Newton is a professional, friendly and collegiate place to work offer a number of benefits like a 12% pension contribution, flexible working hours and opportunities to progress. The firm looks to attract individuals who are keen to work as part of a team, in a meritocratic environment, and who are driven to help make the organisation a great place to work. Newton employees are bright, inquisitive, thoughtful and collaborative. They are highly motivated to deliver performance and service to clients. Newton prides itself on being an employer of choice, with a commitment to diversity.

BNY Mellon Investment Management:
At BNY Mellon Investment Management, we believe the right results begin with being relevant to every client, whether it is engaging with them to create solutions, offering diversified strategies or providing insights for better-informed decisions.

That is why we designed a model built around investors' needs to offer the best of both worlds: world-class investment firms with best-of-breed talent and unique cultures combined with the global scale and strength of BNY Mellon Investment Management. We connect investors with opportunities across every major asset class, globally. Today, we have eight investment firms, one of which is Newton Investment Management.

We believe this is how investing should be and we are looking for talent to help us deliver on our promise.

Job Purpose:
The newly formed Newton Portfolio Implementation Team is responsible for implementing investment views across portfolios. This will entail facilitating trade order generation across and within asset classes using both physical and derivative instruments, managing the day to day positioning of portfolios, including managing cash flows and periodic rebalancing.

This involves working closely with multiple points of across the business such as investment teams (including portfolio managers and dealers) and operation teams (including investment operations, client operations and transitions). The Analyst will be responsible for providing active support to portfolio managers on the "day to day" running of their portfolios, and is be expected to be fully acquainted with investment and dealing processes.

Key Responsibilities:
•Working closely with portfolio managers and dealers to implement investment views in a timely and accurate manner, ensuring efficient trade execution across portfolios in general.
•Managing trade orders from the receipt of the portfolios managers' instruction through to completion, including the subsequent correct reflection on to Newton's investment management systems.
•Developing an in-depth knowledge of Charles River and ThinkFolio investment management systems.
•Oversight of cash inflows and outflows, to ensure efficient execution of investment mandates and client instructions.
•Managing rebalancing of portfolios in a timely and effective manner.
•Ensuring implementation gaps are identified, monitored and actively addressed.
•Monitoring mandate restrictions and portfolio compliance and liaising with Compliance and Investment Control where necessary.
•Liaise with account managers and investigate problems and queries with accounts.
•Support manager analysis and portfolio construction in data analysis as required.
•Assist with both internal and external portfolio reporting as required.

Risk & Compliance Responsibilities:
•Maintaining a best practice approach to job responsibilities in order to mitigate risk and avoid operational losses, assist with reviewing and maintaining up to date procedures.
•Ensuring appropriate level of personal training and threshold competence levels are maintained. A minimum of 35 hours of logged CPD is required on an annual basis.
•Adhering to the in-house Code of Ethics which forms part of employment contract, and which includes the following key polices: Management of Conflicts of Interest, Treating Clients Fairly, Confidentiality of Client and Business Information, Handling of inside Information, Personal Account Dealing, Disclosure of Outside Interests, Provision or receipt of Gifts, Events or other benefits.
•Ensuring any changes in Job description in personal information or circumstances, any promotion, any exam or training courses are provided to HR.

#LI-DB2

Qualifications

Our expectation is that people will bring:
•Excellence
•Client Drive
•Accountability
•Efficient Decision Making

Experience and qualifications required:

Technical knowledge and experience:
•Degree educated or equivalent
•3-5 years investment industry experience
•Strong Microsoft Excel skills, understanding of VBA or Python desirable but training supported
•Knowledge of Bloomberg desirable but training supported
•CFA or IMC advantageous, but studying would be actively encouraged and supported

Personal Attributes:
The analyst will be highly analytical and numerate combined with exceptional attention to detail and accuracy. They will also have excellent interpersonal and communication skills, as well as in depth investment knowledge and a keen interest in financial markets and instruments, along with the following attributes:
•Organised and priority driven
•Self-confident and assertive
•Team player
•Logical, quick thinker with the ability to learn at a fast pace
•Ability to deliver high standard of work under pressure to tight deadlines.

BNY Mellon is an Equal Employment Opportunity Employer. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Greater London-London
Job: Asset Management
Internal Jobcode: 51600
Organization: Newton-HR06148
Requisition Number: 1916218