Job Description
The Portfolio Solutions Consultant helps institutional and high-value individual clients design scalable, rules-based solutions across Valureon’s investment platform. You will work on mandate design, implementation roadmaps and ongoing optimisation, ensuring that each solution is aligned with the client’s governance, reporting and liquidity needs.
You will act as a bridge between clients, technology and portfolio management, converting requirements into robust solution designs that can be monitored and adapted over time.
Requirements
To be successful, you should combine institutional investment knowledge with strong project and stakeholder-management skills.
- 4+ years’ experience in asset management, solutions consulting or institutional client coverage.
- Proven ability to translate client requirements into structured investment or technology solutions.
- Familiarity with benchmarks, risk overlays and performance measurement concepts.
- Strong project-management capabilities and stakeholder-management skills.
Your work will help clients deploy scalable portfolios while maintaining transparency and control.
Responsibilities
You will own the solution design lifecycle from discovery through implementation and ongoing review.
- Lead solution-design workshops to understand client mandates and operational constraints.
- Configure and document portfolio solutions using Valureon’s platform, models and tools.
- Coordinate with technology, operations and legal teams to ensure seamless implementation.
- Provide ongoing solution reviews, enhancements and strategic recommendations.