Equity Trading Portfolio Supervisor

2 weeks ago

Seattle, Washington, United States CFA Institute Full time

Position Overview:

The CFA Institute is looking for a dedicated Portfolio Manager to become a vital part of our Transition Management team. This team plays a crucial role in crafting and executing implementation strategies, assessing performance, and conducting attribution analysis throughout the pre, intra, and post-implementation phases.

Key Responsibilities:

  • Collaborate with clients, consultants, asset managers, custodians, and team members to identify transition constraints and devise optimal transition strategies. Serve as the project manager to coordinate and execute the developed strategy while overseeing the transition portfolio.
  • Continuously assess, automate, and enhance internal processes and infrastructure that support the transition process. Aim to build external partnerships with custodians, asset managers, and brokers to discover additional efficiencies for CFA Institute's Implementation Services.
  • Prepare and deliver comprehensive pre-analysis and post-analysis reports to clients, which encompass portfolio risk breakdown, transaction cost analysis, and performance reporting.
  • Engage in PC & Systems Activities.
  • Evaluate transition event performance, including detailed performance attributions and intra-day analysis. Streamline processes to ensure this information is shared concisely.
  • Drive transition strategies through thorough analysis of portfolio characteristics and implement trading strategies to achieve successful transition outcomes. This involves utilizing risk models, optimization systems, and various trading analytics. Investigate trade execution costs related to different trading strategies and implement the most cost-effective solutions.
  • Generate post-trade reports and communicate results to clients promptly. Continuously seek to refine the format of these reports based on client feedback and industry standards.
  • Download data from custodial online systems and utilize proprietary and industry analytical tools. Extensive use of CFA Institute's Portfolio Accounting System and other analytical tools will be necessary. Coordinate data across business units, clients, and custodians. Leverage Bloomberg to analyze portfolio constituents and validate data received from external sources.

Qualifications:

  • Bachelor's degree in finance, business, or a related field is required; advanced degree and/or CFA designation is preferred.
  • 4-8+ years of experience in the investment sector, specifically in portfolio management, capital markets, or servicing custodians, managers, and brokers.
  • Comprehensive understanding of capital markets, portfolio management strategies, and statistical analysis.
  • Deep knowledge of equity trading costs, settlement, clearing practices, and global securities markets is preferred.
  • Familiarity with money manager, custodian, and broker operations is advantageous.
  • Exceptional project management skills; ability to manage multiple projects concurrently.
  • Strong client service and communication abilities, particularly in conveying complex concepts both verbally and in writing to individuals with varying levels of investment knowledge.
  • Detail-oriented with a strong focus on accuracy.
  • Excellent interpersonal skills and the capacity to thrive in a collaborative, fast-paced environment.
  • Highly proficient in software applications; experience in software development is a plus.
  • Experience in fixed income markets is highly desirable.

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