Associate Portfolio Manager

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Job description

Details:

• Industry: An American multinational Investment banking services holding company headquartered in New York City
• Education: BA - MBA or CFA/candidate preferred
• Investment experience; corporate action experience, technology skills (e.g., SQL, Python or Dataiku). Aladdin experience would be highly weighted.
• 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs.

1. Manages index assets for less complex portfolios and may assist senior portfolio managers.

2. Implements investment strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations.

3. Works with research, strategy team members and other members of the portfolio teams, but also a liaison with other internal departments, Senior Portfolio Managers, and global analysts.

4. Independently implement investment strategies for less complex funds/strategies such as cash and/or index consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations.

5. Evaluate the performance of investments, and make timey changes to a portfolio to meet investment objectives or allocation guidelines.

6. Monitor compliance with investment guidelines and objectives. Provide attribution analysis for tracking error.

7. Monitors and elects on corporate actions; works with middle office corporate action team on process and procedure to mitigate risks 8. No direct reports. Mid-level portfolio management working with moderate direction from senior portfolio management.

Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.

3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs.

Job Requirements:

Details:

• Industry: An American multinational Investment banking services holding company headquartered in New York City
• Education: BA - MBA or CFA/candidate preferred
• Investment experience; corporate action experience, technology skills (e.g., SQL, Python or Dataiku). Aladdin experience would be highly weighted.
• 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs.

1. Manages index assets for less complex portfolios and may assist senior portfolio managers.

2. Implements investment strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations.

3. Works with research, strategy team members and other members of the portfolio teams, but also a liaison with other internal departments, Senior Portfolio Managers, and global analysts.

4. Independently implement investment strategies for less complex funds/strategies such as cash and/or index consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations.

5. Evaluate the performance of investments, and make timey changes to a portfolio to meet investment objectives or allocation guidelines.

6. Monitor compliance with investment guidelines and objectives. Provide attribution analysis for tracking error.

7. Monitors and elects on corporate actions; works with middle office corporate action team on process and procedure to mitigate risks 8. No direct reports. Mid-level portfolio management working with moderate direction from senior portfolio management.

Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.

3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs.