Portfolio Management Specialist
7 days ago
Job Summary:
We are seeking a highly skilled Portfolio Management Analyst & Trader to join our team at Verus. The successful candidate will have at least two years of experience in trading and/or investment portfolio analytics.
Key Responsibilities:
- Model multi-asset class portfolios and build custom analyses as needed.
- Support the portfolio management team in the ongoing management of client portfolios.
- Have significant ownership of the monthly rebalancing process across most client portfolios.
- Partner with operations to effectively communicate with custodians, brokers, asset managers, and fund companies to ensure timely transactions.
Primary Responsibilities:
- Build, maintain, improve, and conduct portfolio modeling in support of the portfolio management team's investment decision-making processes.
- Consistently work to make portfolio management processes and tools more efficient and scalable, identifying possible efficiencies and building solutions to eliminate them.
- Serve as a lead trader on assigned client accounts; ensure flawless portfolio management and trading with zero failures impacting clients.
Requirements:
- Bachelor's Degree required.
- CFA charter holder (or progression towards achieving the designation).
- Strong technical capabilities and exceptional attention to detail.
Benefits:
- Competitive salary range: $70,000 - $90,000 DOE.
- Medical, dental, life, disability, and vision insurance.
- 401(k) program with a company match.
- Section 125 cafeteria plan.
- Annual discretionary bonus.
- CFA and other professional certifications sponsorship.
- Parental leave.
- 13 paid holidays.
- 15 days of paid time off the first year of employment.
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