Associate Portfolio Manager

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
Experience with SQL, Microsoft Access or other databases is a plus
Experience working with trading applications including Advent Moxy, Advent Genesis, Security APL, and Eze OMS
Ability to work within deadlines and prioritize projects
A self-motivated worker that is an excellent team player.

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 both existing and prospective investments, including the presentation of 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 along with Morningstar Direct and proprietary SQL databases
Review orders and trading activity with portfolio managers and assist with the evaluation of the impact of trades on client accounts and investment strategies
Work with the Multi-Asset Strategy team members to analyze the investment performance and risks of multiple asset classes as they conduct proprietary research on asset allocation strategies and portfolio construction techniques
Analyze and support execution of risk management and asset allocation strategies for multi-asset portfolios
Assist client portfolio managers with the monitoring of portfolios to ensure compliance with firm policy and client provided investment restrictions
Champion and enhance organizational initiatives that ensure data integrity and other process improvements for increased efficiencies to portfolio management and trading processes.