Associate Portfolio Manager (various locations to be considered within footprint

About the role

This position supports the firm's Investment Policy Committee (IPC), the group responsible for the firm's investment decision-making. The role provides meaningful contributions throughout the entire portfolio management process, assisting in research, financial modeling, portfolio analysis, and the preparation of reports and presentations.

Responsibilities

• Conduct research into mutual funds, exchange-traded funds, fixed-income securities, and individual stocks.
• Build and maintain financial models in Excel; track investment statistics and manage data.
• Perform portfolio analysis and prepare RFPs and general presentations.
• Learn the trading systems and process at Nottingham; support the firm's proprietary trading process.
• Perform ad hoc fundamental research to assist in developing new portfolio themes and strategies, with a focus on macroeconomic trends and asset class valuation (equity, fixed income, alternatives).
• Conduct exchange-traded fund due diligence using research software including Bloomberg Professional and Morningstar Direct, as well as direct interaction with ETF providers.
• Utilize the firm's portfolio management system (PMS), Orion, to fulfill client reporting requirements.
• Create and update "deal books" on various investment strategies for use with client prospects.
• Support the production of the firm's regular (weekly, monthly, quarterly) research publications.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position, ensuring adherence to policies, procedures, and internal controls.
• Meet all job-specific training requirements in a timely fashion.
• Perform other related duties as assigned or directed to support the department and the Bank in achieving their goals.

Requirements

• Bachelor's degree required (preferably in Finance, Economics, or Accounting) with a strong academic track record.
• Minimum of 5 years of experience in an analytical or financial role.
• Knowledge of the financial or brokerage industry is a plus.
• All applicants must be 18 years of age or older.

Skills

• Strong verbal and written communication skills.
• Excellent analytical and quantitative skills.
• Proficiency in spreadsheet modeling, graphing, and presentations.
• Familiarity with the Bloomberg Terminal.
• Able to work independently under minimal supervision.
• Desire to pursue the CFA Charter.

Benefits

We offer competitive compensation, great benefits, and professional development and advancement opportunities to support long and successful careers.