Investment Portfolio Strategist

2 weeks ago

Seattle, Washington, United States CFA Institute Full time

We are looking for an experienced Portfolio Manager to be a vital part of our Transition Management division. This team is dedicated to crafting and executing implementation strategies, assessing performance, and conducting attribution analysis throughout the various phases of implementation.

As a Portfolio Manager / Senior Portfolio Manager, you will need a solid grasp of risk optimization frameworks and risk management methodologies to pinpoint portfolio exposures and devise optimal trading strategies. Your role will also involve investigating implementation costs linked to diverse trading strategies and executing the most economical transition approach while collaborating effectively across the investment sector.

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 execute the devised strategy while managing the transition portfolio.
  • Continuously assess, automate, and enhance internal processes and infrastructure that support the transition workflow. Strive to build external partnerships with custodians, asset managers, and brokers to discover additional efficiencies for our services.
  • Prepare and deliver comprehensive pre-analysis and post-analysis reports to clients, encompassing portfolio risk breakdown, transaction cost evaluations, and performance reporting.
  • Engage in PC & Systems Activities.
  • Evaluate transition event performance, including detailed performance attributions and intra-day assessments. Streamline and develop a process to present this information clearly.
  • Drive transition strategies through thorough analysis of portfolio characteristics and implement trading strategies to achieve successful transition results. This will involve utilizing risk models, optimization systems, and other analytical tools. Investigate trade execution costs associated with various trading strategies and implement the most cost-effective solutions.
  • Complete post-trade documentation and communicate results to clients promptly. Consistently seek to refine the format of data in these reports based on client feedback and industry benchmarks.
  • Download data from custodial online systems and utilize proprietary and industry analytical tools. Extensive use of our Portfolio Accounting System and other analytical resources will be essential. Coordinate data across business units, clients, and custodians. Use analytical tools to assess portfolio constituents and validate data from external sources.

Your 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, particularly in portfolio management, capital markets, or servicing custodians, managers, and brokers.
  • Comprehensive knowledge of capital markets, portfolio management techniques, and statistical analysis.
  • Deep understanding of equity trading costs, settlement, clearing practices, and global securities markets is preferred.
  • Familiarity with operations of money managers, custodians, and brokers is advantageous.
  • Exceptional project management skills with the ability to juggle multiple projects simultaneously.
  • Strong client service and communication abilities, particularly in conveying complex concepts 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 skilled in software applications; experience in software development is a plus.
  • Experience in fixed income markets is highly desirable.
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