Warwickshire, England, United Kingdom Hybrid / WFH Options
Pontoon
Job Title : SeniorPortfolioAnalyst Location : Warwick - Hybrid (2 days in office) Rate : £550 per day inside umbrella - 3 months contract with possible extensions About the Role: As a Project Manager, you will play a crucial role in the effective management of a complex portfolio of work. Reporting to the Head of Portfolio Office, you … ll work alongside a talented team to ensure that our portfolio investments align with strategic objectives and maximize value. Your expertise will be essential in facilitating business case submissions for funding drawdown and driving portfolio performance management. What You'll Be Doing: Designing Portfolio Management Processes: Create and implement robust processes to enhance efficiency and effectiveness across … clear and consistent documentation for new processes, including how-tos and FAQs. Facilitating Governance Forums: Lead governance forums, Change Boards, and Approval Boards to ensure effective decision-making. Guiding Portfolio Analysts: Provide expert guidance on processes and best practices, fostering a culture of excellence and continuous improvement. About You: We're looking for someone who shares our passion for More ❯
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Southlake, Texas, United States Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Leander, Texas, United States Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Pflugerville, Texas, United States Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Cedar Park, Texas, United States Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Round Rock, Texas, United States Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
San Marcos, Texas, United States Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯