Portfolio Transition Specialist

2 weeks ago

Seattle, Washington, United States CFA Institute Full time

We are looking for a skilled Portfolio Manager to become a vital part of our Transition Management team at CFA Institute. This team plays a crucial role in formulating and executing implementation strategies, assessing performance, and conducting attribution analysis throughout the pre, intra, and post-implementation phases.

As a Portfolio Manager / Senior Portfolio Manager, you will need a solid grasp of risk optimization models and risk management techniques to pinpoint portfolio exposures and devise optimal trading strategies. Your responsibilities will also include researching implementation costs tied to various trading strategies and executing the most cost-effective transition strategy while collaborating closely across the investment division.

Your Core Responsibilities:

  • Collaborate with clients, consultants, money managers, custodians, and team members to identify transition constraints and create optimal transition strategies. Serve as the project manager to coordinate and implement the developed strategy, acting as the portfolio manager of the transition portfolio during the transition period.
  • Continuously assess, automate, and enhance internal processes and infrastructure that support the transition process. Foster external relationships with custodians, money managers, and correspondent brokers to explore additional efficiencies for CFA Institute's Implementation Services.
  • Prepare and present comprehensive pre-analysis and post-analysis reports to clients, which include portfolio risk decomposition, transaction cost analysis, and portfolio performance reporting.
  • Engage in PC & Systems Activities.
  • Analyze transition event performance, including a detailed breakdown of performance attributions and intra-day analysis. Streamline and develop a process to ensure this information is communicated effectively.
  • Drive transition strategies through meticulous analysis of portfolio attributes and implement trading strategies to achieve successful transition outcomes. This is achieved through the use of risk models, optimization systems, and other trading analytic systems. Investigate trade execution costs associated with various trading strategies and implement the most cost-effective approach.
  • Complete post-trade reports and deliver results to clients promptly. Continually seek to enhance the format of data within these reports based on client feedback and industry standards.
  • Download data from custodian online systems and utilize proprietary and industry analytic tools. Extensive use of CFA Institute's Portfolio Accounting System and other analytic tools will be required. Coordinate data systems among business units, clients, and custodians. Utilize Bloomberg to analyze portfolio constituents and verify data from external sources.

Your Expertise:

  • A Bachelor's degree in finance, business, or a related field is required; an advanced degree and/or CFA designation is preferred.
  • 4-8+ years of experience in the investment industry in portfolio management, capital markets, or servicing custodians, managers, and brokers is desired.
  • Comprehensive knowledge of capital markets, portfolio management strategies, and statistical analysis.
  • In-depth understanding of equity trading costs, settlement and clearing practices, and the global securities markets is preferred.
  • Familiarity with money manager, custodian, and broker operations is considered a plus.
  • Exceptional project management skills; ability to manage multiple projects concurrently.
  • Strong client service and communication skills, particularly in conveying complex concepts verbally and in writing to individuals with varying levels of investment experience.
  • Detail-oriented with a strong focus on accuracy.
  • Excellent interpersonal skills, with the ability to thrive in a collaborative, fast-paced environment.
  • Highly proficient with software applications; software development experience is a plus.
  • Candidates with experience in fixed income markets are highly desirable.

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