Portfolio Associate Team Overview
Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm’s global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.
Position Development Value:
• Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm
• A broad range of opportunities to collaborate with talented colleagues
• Learning environment focused on key buy-side portfolio risk and return principles
• Constructive feedback to foster career growth in addition to a formal annual review process
Responsibilities:
• Candidate will focus mainly on operational implementation of systematic quant strategies
• Utilizing proprietary risk systems for monitoring of portfolio exposures
• Understand the systematic trade lifecycle, escalate and resolve operational issues
• Collaboration with Traders, Portfolio Managers and Technology across regions
• Perform day-to-day monitoring of an automated trading system
• Triage problems (e.g. trading outages, market data issues, etc.), and manage the control mechanisms of the trading system
• Coordination of daily responsibilities handover across time zones
• Responding to ad hoc requests from the Portfolio Management team
Position Requirements:
· Degree in finance, economics, mathematics or other related quantitative/analytical field from a leading, accredited college or university
· Progress towards CFA preferred
