Portfolio Associate Manager

1 week ago


Newport Beach, California, United States Pacific Investment Management Company Full time
Key Responsibilities:
  • Support Product Strategists in delivering portfolio solutions for clients
  • Leverage the effectiveness of the Asset Allocation Product Strategy team by supervising data/information coordination and analysis
  • Perform detailed portfolio research and quantitative analysis using Excel, Bloomberg, and Business Query
  • Risk management, attribution, market commentary, and other product analysis reports on a weekly/monthly/quarterly basis
  • Work with the product strategy team to monitor and manage the project queue, prioritizing opportunities and following up with AM's to ensure continued connectivity and sustained involvement with clients
  • Be an internal resource for client servicing and marketing groups for asset allocation related questions and inquiries
  • Maintain marketing materials such as presentation books and other general education materials
  • Assist with RFPs and ad-hoc research projects related to competitors and portfolio construction topics
  • Assist in the development of new products and funds


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