Associate II - Portfolio Manager, Multi Asset Strategy
$85,000–$110,000 year
HybridChicago, Illinois, United States
Job Summary
Create daily and periodic account and strategy-wide trade activities including rebalancing, new client implementations, and cash flows. Assist with analysis and investment due diligence on existing and prospective investments, presenting recommendations to the Multi-Asset Strategy team. Execute model changes for multiple trading strategies on the firm's trading and portfolio management systems, including Security APL, Advent APX, Moxy, and Genesis. Review orders and trading activity with portfolio managers to evaluate the impact of trades on client accounts and investment strategies. Analyze investment performance and risks of multiple asset classes while conducting proprietary research on asset allocation strategies and portfolio construction techniques. Assist client portfolio managers with monitoring portfolios to ensure compliance with firm policy and client-provided investment restrictions. Champion organizational initiatives that ensure data integrity and process improvements for portfolio management and trading efficiencies.
Required Qualifications
- Bachelor's degree, ideally in Finance, Economics, or a related field
- 2-7 years of experience in portfolio management, financial advisory, trading, and/or investment consulting roles
- Experience with the following systems: Microsoft Excel, Morningstar Direct, Bloomberg, Macrobond, and Advent
- Ability to work within deadlines and prioritize projects
- A self-motivated worker that is an excellent team player
Desired Qualifications
- Experience with SQL, Microsoft Access or other databases is a plus
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