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Portfolio Management Specialist

2 months ago

Huntington Station, New York, United States Phaxis Full time
Portfolio Management Associate

We are seeking a skilled Portfolio Management Associate to join our team at Phaxis.

Key Responsibilities:

  • Develop investment proposals and provide trade recommendations tailored to a client's existing portfolio
  • Execute transactions on brokerage platforms, including account rebalances, block trading, and one-off transactions
  • Manage cash requirements, including negative balances and management fees
  • Participate in meetings and discussions internally and with clients to provide insights and analysis
  • Assist in portfolio management activities, including performance monitoring, risk analysis, and asset allocation
  • Support the development and implementation of investment strategies based on client objectives and risk tolerance
  • Experience in portfolio analysis with mutual funds and stocks is a plus

Requirements:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Knowledge of financial markets and instruments

About Phaxis:

We are an equal employment opportunity employer committed to diversity and inclusion.