Portfolio Management Associate

Portfolio Management Associate Overview

• The Portfolio Management Associate role offers a dynamic opportunity to support investment strategies and operational implementation for a leading financial services firm.
• Collaborate with diverse teams, including Portfolio Accounting, Trading, and Investment, to ensure seamless portfolio management processes.
• Contribute to a growing organization with a strong emphasis on professional development and internal mobility.
• Develop expertise in value investing strategies and their application across client portfolios.
• Engage in a hybrid work environment, balancing remote work with in-office collaboration.
• Gain exposure to global equity asset management and compliance practices in a supportive team setting.
• Enhance your career with access to mentorship programs, professional development opportunities, and a collaborative culture.
• Contribute to a firm committed to diversity, equity, and inclusion in the workplace.

Portfolio Management Associate Key Responsibilities & Duties

• Implement investment strategies across client portfolios, ensuring alignment with firm objectives and compliance requirements.
• Create and submit equity trades for various account types, including UMAs and SMAs.
• Monitor pre-trade compliance and maintain adherence to client guidelines and investment restrictions.
• Collaborate with Portfolio Managers on model manager accounts and bespoke portfolios.
• Respond to client inquiries and fulfill reporting requirements with accuracy and professionalism.
• Review and maintain security data, ensuring integrity and compliance with internal procedures.
• Analyze portfolio dispersion and maintain detailed portfolio review instructions.
• Participate in team-building activities and contribute to business improvement initiatives.

Portfolio Management Associate Job Requirements

• Bachelor’s degree in a relevant field, such as finance or economics.
• 3–5 years of professional experience in portfolio management or related roles.
• Proficiency in Microsoft Office Suite and familiarity with portfolio accounting systems.
• Experience with Order Management Systems (OMS) for equity order creation.
• Understanding of investment compliance, portfolio restrictions, and ESG considerations.
• Knowledge of FactSet or comparable portfolio analytics platforms.
• Strong organizational and communication skills with attention to detail.
• Ability to work collaboratively in a hybrid work environment.