Although we value experience and skills, we also care about who you are.
We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.
Job Description SUMMARY:The Portfolio Management Associate (“PMA”) is primarily responsible for ensuring that each account is invested according to the proper strategy model and within the guidelines and/or investment policy statements submitted by the client.
The PMA coordinates the implementation of trade programs, i.E., model changes, by disseminating trade instructions, generating pre-trade compliant trade tickets, and monitoring the execution of trades across the account base.
Implementing strategy models across assigned base of accounts; re-balancing portfolioswithin compliance of restrictions, guidelines, or investment policy statements; maintaining trading models based on portfolio manager instructions; reviewing compliance reports, including for 1940 Act mutual fund accountsNew account trading and IPS review for institutional accountsSupporting portfolio managers and communicating updates related to implementation of trade programsCommunicate model changes for Model-Only relationships and monitor variancesDistributing trading program notificationProviding analysis and data for RFP’sSupporting Wealth Advisory departmentCommunicating with outside constituents such as clients, consultants, brokers; some general administrative duties OTHER JOB RESPONSIBILITIES:Other duties as assigned QUALIFICATIONS:Undergraduate degree.Minimum five years of experience in a similar capacity at a buy-side investment management firm or registered investment advisorExperience with asset allocation conceptsKnowledge of financial markets and instruments, i.E., sectors, industries, stocks, bonds, mutual funds.
Understanding of tax implications a plusCommitment to and demonstrated history of productive and quality workProficiency in use of portfolio accounting systems (i.E.
APL), order management systems, CRM’s, Excel, Word, and database softwarePositive attitude SKILLS REQUIRED:Comfortable interacting with all levels and departments within the firmTeamwork – ability to collaborate in a professional and constructive mannerStrong problem solving skills; ability to solve problems with disparate and sometimes, incomplete, informationGood time management and multi-tasking abilitiesExcellent written and verbal communications skillsAbility to work independently with limited supervision and in high pressure environmentsDetail oriented with a commitment to excellenceProactive and innovative PHYSICAL REQUIREMENTS:Sit for prolonged periods BENEFITS:Excellent opportunity to work in the portfolio management industry and in a company with a great cultureCompetitive salary DOEHealth & Dental Insurance401k plan