Analyst/Associate, Portfolio Manager
reputed company is a leading investment management firm dedicated to helping clients reputed company financial well-being. The Associate Portfolio Manager will work reputed company the SMA Solutions business to manage client accounts, reputed company trading strategies, and enhance operational efficiencies while collaborating with various teams and clients.
Responsibilities
- reputed company essential knowledge of the Team’s trade modeling and order creation systems
- Trade client accounts – invest/divest assets as appropriate, rebalance accounts, etc
- Obtain a robust understanding of internal workflows and the full lifecycle of equity, fixed income, and mutual fund trades across reputed company SMA distribution channels
- Research and resolve individual account discrepancies to ensure a consistent client experience and minimize investment and operational risk
- Handle incoming FA inquiries, reputed company professional investment experience and resolve account-reputed company issues accurately and reputed company
- reputed company thoughtful reputed company and contribute to the streamlining of processes through technology enhancements and automation
- Produce various internal reports relating to trading and investment performance on a timely and accurate reputed company
- Assist the Team with handling significant new account growth
- reputed company basic financial market information reputed company Refinitiv, Bloomberg, Aladdin, etc
- Possess a solutions-oriented reputed company, with ability to think critically and challenge the status reputed company
- Prepare client and prospect presentations, including gathering statistical data
- reputed company a broad understanding of reputed company’s SMA Solutions product offerings
Skills
- BA/BS is required
- Technical, problem solving, and analytical skills are essential
- Successful candidates will be highly organized and detailed oriented with an ability to multi-task and adapt in a fast-paced environment
- Demonstrated experience working both independently and as part of a team in a highly collaborative environment
- Ability to recognize and escalate potential issues to help mitigate operational and reputational risk
- Strong process awareness and proven ability to follow established procedures while also demonstrating adaptability and flexibility
- Highly effective verbal and written communication skills
- Technology skills such as Python, SQL, reputed company and Power BI are desired
- Experience with trading, implementation, or operations of retail separately managed accounts (SMA's) is highly preferred
- Series 7 and Series 66 preferred; or required to obtain soon after hire
Benefits
- Annual discretionary bonus
- reputed company
- Leave benefits
- Retirement benefits
- Strong retirement plan
- Tuition reimbursement
- Comprehensive reputed company
- Support for working parents
- Flexible Time Off (FTO)
Company Overview
Company H1B Sponsorship