AVP/Associate Portfolio Manager

What You’ll Do

• Managing portfolio cash balances and ensuring cash balances are consistent with product guidelines and current investment strategy.
• Monitoring portfolio positions, trade orders and analytics for compliance with client guidelines and adherence to asset allocation, duration, and risk targets.
• Highlighting deviations from targets and recommending trades to rebalance portfolios.
• Generating purchase or sell orders to manage client cash flows, FX rebalances and active investments.
• Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc client requests.
• Assisting with preparation of investment and portfolio exposure reports.
• Reviewing proposed guideline amendments, custodial changes and other activities that may impact accounts.
• Identifying opportunities and partnering with technologists to re-engineer and automate processes to increase operational efficiency, improve client service and enhance risk controls.
• Providing support to Portfolio Managers, Sales, Trading and Operations to deliver against client requirements.

What We’re Looking For

• A bachelor’s degree with three to five years of industry-related experience.
• Experience with Fixed Income credit, currency and/or global markets is preferred.
• Motivated self-starter with a passion for process improvement and leveraging technology to solve complex business problems.
• Strong interest/experience in financial markets, notably insurance asset management.
• Excellent problem-solving and analytical skills.
• Effective communication skills paired with a strong desire to work in a team-oriented organization.
• Exceptional understanding of risk management and overall control environment.
• Proficiency in Microsoft Excel.
• Strong soft skills such as adaptability and creativity.
• Coding experience is beneficial: SQL, Python, etc. or use of data visualization tools like PowerBI.