Portfolio Associate Job Description Template
Our company is looking for a Portfolio Associate to join our team.
Responsibilities:
- Utilizing proprietary risk systems for monitoring of portfolio exposures;
- Responding to ad hoc requests from the Portfolio Management team;
- Coordinating with Portfolio Management on re-balancing of portfolios;
- Ensuring investment objectives are reflected across portfolios in scope;
- Conducting performance and attribution analyses;
- Assisting in account transitions and cash flow management;
- Monitoring portfolio positions and products versus client guidelines in concert with Compliance team.
Requirements:
- Proactive thinking with detail-oriented and creative problem-solving approach;
- BA/BS degree in real estate, finance, accounting, or economics or related field with strong record of academic achievement;
- Candidate must be authorized to work in the United States for a minimum of 5 years;
- 0-3 years of experience;
- Ability to work independently and as part of a team;
- Bachelor’s degree with a strong interest in investment management (3.4 GPA);
- Possess a client service mindset;
- Strong Microsoft Office skills;
- Strong appetite and enthusiasm for utilizing innovative technology & digitalization;
- Interest in pursuing the CFA designation;
- Highly developed written and verbal communication skills;
- Advanced knowledge of DCF, NPV and cash flow models;
- Flexibility to work across time zones, as work flow requires (availability to join periodic early and late calls);
- Strong financial and analytical ability;
- Highly skilled in modeling investments in Excel; Argus experience is strongly preferred.