Portfolio Implementation Associate

Specific Responsibilities

• Implementing investment decisions for individual equity accounts
• Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines
• Addressing client requests and managing events throughout the client’s life cycle, such as cash flows, transitions, and account openings and closings

Requirements

• Liaising with other departments internally, including Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting
• Project-based initiatives related to trade implementation product design and process improvement

Qualifications

• Successful Candidates Will Possess The Following Attributes
• An interest in the financial markets, industry regulations and portfolio management
• Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios
• The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment
• Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization
• An ability to think holistically, understand end-to-end processes and reconsider the status quo
• A proactive and inquisitive approach toward new challenges and problem-solving

Skills

• Top academic performers
• Interest in the investment management industry
• Bachelor’s degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts
• 1-3 years of wealth management or financial operations experience
• Previous experience with US Equity operational product design (a plus)

Pay

Commensurate with experience

Schedule

Varies