Rotational Portfolio Implementation Associate
2 weeks ago
We are seeking a highly motivated and detail-oriented Portfolio Implementation Associate to join our team. As a key member of our Portfolio Management Group, you will be responsible for implementing investment decisions for individual equity accounts, monitoring portfolio positioning, and addressing client requests.
Responsibilities- Implement investment decisions for individual equity accounts
- Monitor portfolio positioning, trade executions, cash management, and compliance with client guidelines
- Address client requests and manage events throughout the client's lifecycle, such as cash flows, transitions, and account openings and closings
- Liaise with other departments internally, including Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting
- Project-based initiatives related to trade implementation, product design, and process improvement
- December 2023 or May/June 2024 Bachelor's degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts
- Cumulative GPA of 3.0 or higher
- Must be a U.S. Citizen or Permanent Resident (must be able to work in the U.S. without visa sponsorship now or in the future)
- Strong analytical and problem-solving skills
- Strong verbal and written communication skills, coupled with the confidence to thoughtfully assert ideas with a broad audience
- Detail-oriented, ability to multitask, and work in a fast-paced environment
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work.
How We Invest in YouWe recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. Our benefits package includes competitive salaries and annual bonuses, retirement plans with matching employer contribution, and a holistic employee benefit package to support your and your family's health and wellness.
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