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Strategic Portfolio Manager

2 months ago

Seattle, Washington, United States CFA Institute Full time

Position Overview:

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 crafting and executing implementation strategies, assessing performance, and conducting attribution analysis throughout the various phases of implementation.

As a Portfolio Manager or Senior Portfolio Manager, you will need to demonstrate a strong grasp of risk optimization models and risk management techniques to pinpoint portfolio exposures and devise optimal trading strategies. Additionally, you will be tasked with investigating implementation costs linked to diverse trading strategies and executing the most cost-efficient transition strategy while collaborating closely with different sectors within the investment division.

Your Key Responsibilities:

  • Collaborate with clients, consultants, asset managers, custodians, and team members to identify transition constraints and formulate optimal transition strategies. Assume the role of project manager to coordinate and implement the developed strategy, acting as the portfolio manager during the transition period.
  • Continuously assess, automate, and enhance internal processes and infrastructure that support the transition process. Strive to cultivate external relationships with custodians, asset managers, and correspondent brokers to identify additional efficiencies for CFA Institute's Implementation Services.
  • Prepare and present comprehensive pre-analysis and post-analysis reports to clients, which encompass portfolio risk decomposition, transaction cost analysis, and portfolio performance reporting.
  • Engage in PC & Systems Activities.
  • Evaluate 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 succinctly.
  • Drive transition strategies through thorough analysis of portfolio attributes and implement trading strategies to achieve successful transition outcomes. This will involve utilizing risk models, optimization systems, and other trading analytics. 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 proprietary and industry analytic tools. Extensive use of CFA Institute's Portfolio Accounting System and other analytic tools will be necessary. Coordinate data across business units, clients, and custodians. Utilize Bloomberg to analyze portfolio constituents and verify data provided by external parties.

Your Qualifications:

  • 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, particularly 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 advantageous.
  • Exceptional project management skills; ability to handle multiple projects simultaneously.
  • Strong client service and communication skills, particularly in conveying complex concepts both verbally and in writing to individuals with varying levels of investment experience.
  • Detail-oriented with a strong focus on numerical accuracy.
  • Excellent interpersonal skills, with the ability to thrive in a collaborative, fast-paced environment.
  • Highly proficient in software applications; software development experience is a plus.
  • Experience in fixed income markets is highly desirable.