Associate Portfolio Manager

Associate Portfolio Manager

Requirements

• Must have a Bachelor’s degree or foreign equivalent in a quantitative field of study plus five (5) years of experience in the position offered, or as a Quantitative Investment Analyst, or a related position.
• Must have five (5) years of experience with all of the following: Portfolio management responsibilities for active quantitative strategies as customized separately managed accounts and fund structures at scale (greater than $1 billion in assets under management); Quantitative portfolio construction, optimization, and risk management as well as quantitative investment research using Matlab; Analyzing data from company reports and proxy reports to identify discussion points for engagement meetings with company leadership and participation in and/or leading engagements; Working in a client-facing role, presenting to investment teams, and publishing investment insights related to quantitative factor investing and/or ESG customizations for different investment channels, including Institutional, Intermediary/RIA, Private Wealth advisors, and end clients; Monitoring, reviewing, and analyzing client portfolios using Bloomberg, Aladdin, FactSet, and S&P CapitalIQ and communicating investment risk metrics (including tracking risk, marginal contribution to active risk, and active share), optimization parameters, and portfolio attribution to Institutional, Intermediary/RIA, Private Wealth advisors, and end clients; and Reviewing and executing batches of trades including handling of corporate actions, mergers and acquisitions, and stock dividends and managing daily cash, flows, and related accounting functions for funds or separately managed accounts.

Responsibilities

• Develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments, with a specialization in Environmental, Social, and Governance (ESG), for Global, U.S., and international portfolios as institutional SMAs, 40Act funds, ETFs, and UCITS vehicles.
• Key contributor to daily portfolio management for long-only equity strategies, reviewing performance and trading decisions.
• Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.
• Perform equity markets research using back-testing framework with quantitative factor models.
• Assist senior portfolio managers in delivering investment insights and analysis for existing mandates and new business opportunities.
• Work with Technology, Research, Marketing, and Client Service teams to deliver an outstanding experience for clients, prospects, and internal partners.
• Work with fund administrators, custodians, and portfolio management software to reconcile trades and positions.
• Integrate ESG into the quantitative investment process.
• Represent the quantitative team on ESG matters, including quantitative ESG research and implementation, in internal and external meetings and communications.
• Ensure all mandates continue to conform to performance expectations, investment guidelines, risk parameters, and regulatory requirements.

Preferred Qualifications

No preferred qualifications provided.