Portfolio Management Associate (Asset Management)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Portfolio Management Associate (Asset Management): Managing multi-asset class portfolios for institutional clients with an accent on strategic asset allocation, risk management, and portfolio construction. Focus on executing complex trades, developing analytical tools using Python, and overseeing investment exposures across diverse asset classes.
Location: Must be based in New York, NY, United States
Salary: $100,000β$170,000
Company
is a leading global investment banking, securities, and investment management firm serving a diversified client base including corporations, governments, and institutional investors.
What you will do
- Operate as a Portfolio Manager for multi-asset class portfolios in alignment with client objectives and internal policies.
- Execute strategic and dynamic investment ideas, determining optimal instruments including equities, fixed income, and derivatives.
- Develop and maintain portfolio management analytics and data tools using Python.
- Manage portfolio risk, including exposure, currency, and cash management.
- Lead complex portfolio events such as client onboarding and restructurings.
- Collaborate with the Central Trading Desk to oversee trade execution and process improvements.
Requirements
- 3-6 years of investment management experience.
- Strong proficiency in Python programming for data analysis and process automation.
- Deep knowledge of asset allocation, macro investing, and factor investing.
- Strong quantitative skillset and detail-oriented approach.
- Excellent communication and project management skills.
- CFA Charterholder or current pursuit strongly preferred.
Nice to have
- Master's Degree or equivalent.
- Experience with Bloomberg, Reuters, or similar financial data systems.
Culture & Benefits
- Competitive benefits and wellness offerings for full-time employees.
- Commitment to diversity, inclusion, and professional development.
- Access to firmwide networks and training opportunities.
- Culture valuing integrity, transparency, and long-term performance.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β