Portfolio Implementation & Order Generation Specialist

Job description

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. Serve as a portfolio implementation and order generation expert supporting the investment management process by translating portfolio manager decisions into accurate, timely, and compliant trade orders. This role acts as a key liaison between Portfolio Management, Trading, Product Specialists, and Operations, ensuring portfolio changes are implemented efficiently and in line with investment guidelines and regulatory requirements. Ensure prompt resolution of discrepancies. Develop and implement tools to facilitate the achievement of the portfolio strategy. Qualifications: - Act as a portfolio implementation subject matter expert, overseeing trade order generation and monitoring to ensure accurate execution aligned with portfolio strategies; coach Portfolio Implementation Associates on best practices. - Develop and maintain trade monitoring and control processes to reduce errors, analyze dispersion, and support Portfolio Managers and traders in efficient strategy implementation. - Coordinate portfolio rebalancing, transitions, and cash management in line with mod...