Equity Portfolio Specialist

7 days ago

Newport Beach, California, United States Research Affiliates Full time
About the Role

Research Affiliates is seeking a skilled Equity Portfolio Specialist to join our team. As an Equity Portfolio Specialist, you will play a critical role in managing our daily portfolio construction process and related quality assurance of RA's equity indices and active equity models.

Key Responsibilities
  • Assist in all parts of the portfolio construction and review process to ensure portfolios align with investment objectives and RA's investment standards.
  • Conduct rigorous quality control checks with in-depth understanding of investment strategies and a keen eye for proactively identifying and resolving potential issues.
  • Resolve complex corporate actions and other portfolio construction related issues that require excellent problem-solving skills.
  • Derive actionable insights from industry trends and market developments that may impact investment strategies.
Requirements
  • Entry Level - 4 Years Experience
  • Proficiency with Microsoft Excel required
  • Acute attention to detail and deep curiosity for markets and data required
  • Strong verbal and written communication skills required
  • Degree in Business/Economics, or Mathematics/Statistics/Engineering preferred
  • Proficiency in Python preferred

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