About the Role
We are seeking a highly skilled and motivated professional to join our team as a Portfolio Associate. In this role, you will have the opportunity to work with experienced portfolio managers and contribute to the implementation of investment decisions across portfolios.
As a Portfolio Associate, you will be responsible for ensuring that investment objectives are reflected across portfolios in accordance with appropriate risk metrics. This includes coordinating with portfolio managers on rebalancing, transitions, and cash flow management.
You will also monitor portfolio positions and products versus client guidelines in partnership with the Compliance team and conduct performance and attribution analysis.
Responsibilities
* Assist portfolio managers in implementing investment decisions across portfolios
* Ensure investment objectives are reflected across portfolios in accordance with appropriate risk metrics
* Coordinate with portfolio managers on rebalancing, transitions, and cash flow management
* Monitor portfolio positions and products versus client guidelines in partnership with the Compliance team
* Conduct performance and attribution analysis
Requirements
* Degree in finance, economics, mathematics, or other related quantitative/analytical field from a leading university
* Up to 3 years of relevant experience within financial markets
* Deep understanding of fixed income including knowledge of most cash and derivative instruments or strong foreign exchange investment knowledge base
* Outstanding analytical skills with a proven ability to operate efficiently in a high-pressure trade floor environment
* Demonstrate the ability to communicate information effectively both verbally and in writing
* Advanced knowledge of Excel, prior experience with Python and SQL preferred
What We Offer
Our company offers a dynamic and supportive work environment with opportunities for professional growth and development.
We believe in investing in our employees and providing them with the tools and resources they need to succeed.