Portfolio Services Analyst - SMA

Janus Henderson Investors is dedicated to helping clients achieve superior financial outcomes through disciplined investments and world-class service. As a Portfolio Services Analyst, you will support the investment staff with SMA processing and UMA model delivery, ensuring efficient trading and model maintenance while interacting with various stakeholders.ResponsibilitiesHandle all aspects of trading and model delivery for the SMA business. Trade preparation includes but is not limited to new accounts, liquidating accounts, drift monitoring, trade rotation approval, tax lot harvesting and corporate action processingHandle all aspects of model maintenance and distribution for the UMA business. Model maintenance includes but is not limited to daily model updates and distributions, daily rotation review, new accounts, liquidating accounts, drift monitoring and corporate action processingProvide daily monitoring and act as a central point of contact for the SMA and UMA businesses across various dynamicsWork closely with the investment teams by providing assistance and support during the order generation and compliance approval processOffer tactical support to assist Portfolio Managers meeting client demandsAssist the Traders with staging orders for execution or addressing ad hoc issues or requests during the order execution processAssist in researching and resolving problems including compliance issues, trade errors, problems with securities, reporting requirements and/or monetary issuesCarry out additional duties as assignedSkillsBachelor's Degree required. A bachelor's degree may be substituted for one year of experienceStrong interpersonal and customer service skillsStrong attention to detail and accuracyStrong organizational skills with the ability to manage and prioritize multiple tasksAbility to work independently within established guidelinesStrong verbal and written communication skillsKnowledge of mutual fund/financial services industry/financial marketsMust be accurate, well organized and able to work in a fast-paced environmentMust be able to meet deadlinesIntermediate computer skills including MS Word and ExcelOne to two years of related experience in the mutual fund/financial services industry preferredOne to two years of SMA or UMA specific experience is preferredBenefitsHybrid working and reasonable accommodationsGenerous Holiday policiesPaid volunteer time to step away from your desk and into the communitySupport to grow through professional development courses, tuition/qualification reimbursement and moreMaternal/paternal leave benefits and family servicesComplimentary subscription to Headspace – the mindfulness appCorporate membership to ClassPass and other health and well-being benefitsUnique employee events and programs including a 14er challengeComplimentary beverages, snacks and all employee Happy HoursAnnual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.Competitive compensationPension/retirement plansVarious health, wellbeing and lifestyle benefitsCompany OverviewJanus Henderson Investors is an asset management company that provides investment products and portfolio management services to its clients. It was founded in 2017, and is headquartered in London, England, GBR, with a workforce of 1001-5000 employees. Its website is https://www.janushenderson.com/henderson.Company H1B SponsorshipJanus Henderson Investors has a track record of offering H1B sponsorships, with 8 in 2025, 22 in 2024. Please note that this does not guarantee sponsorship for this specific role.



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