Portfolio Associate / Senior Portfolio Associate
Core
Support Portfolio Managers in monitoring, rebalancing, and operational execution of Equities, Emerging Markets, and Hedge Fund portfolios.
Role type
Senior IC portfolio operations associate
Builds
Portfolio risk monitoring, performance attribution, and operational support for client mandates
Domain
Fixed income, equities, and FX within global asset management
Required skills
Portfolio risk monitoring, trade lifecycle management, performance attribution analysis, client guideline compliance, cash flow management, data analytics, automation tools, Python/VBA/SQL, Excel power user
Preferred skills
Emerging markets experience, multi-asset strategies, AI-enabled tools, data visualization, macro investment models
Technologies
Python, VBA, SQL, Excel, proprietary risk systems, AI tools (Copilot, ChatGPT)
Responsibilities
Monitor portfolio positions and products against client guidelines; Coordinate rebalancing with Portfolio Management; Conduct performance and attribution analyses; Manage account transitions and cash flows; Tag trades into risk categories; Resolve operational issues; Leverage automation/AI for efficiency
Seniority
Senior, hands-on IC