Senior Portfolio Management Assistant
Core
Support portfolio construction and implementation for a healthcare hedge fund, focusing on biotech and broader healthcare sector investments.
Role type
Senior Portfolio Management Assistant
Builds
Portfolio cash and holdings monitoring, trade order entry, daily/monthly/quarterly reporting, and due diligence processes.
Domain
Asset Management / Healthcare & Biotech
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Portfolio monitoring, trade order entry, portfolio reporting, regulatory compliance alignment, stakeholder coordination, troubleshooting operational issues, ad hoc analytics requests, process creation
Preferred skills
Interest in science or healthcare, exposure to investing, interest in programming languages, ability to learn specialized investment systems
Technologies
Investment systems, analytics tools
Responsibilities
Monitor portfolio cash and holdings; Enter equity trade orders accurately; Provide daily, monthly, and quarterly portfolio reporting; Ensure portfolios align with client guidelines and regulations; Act as primary contact between portfolio teams and internal partners; Troubleshoot issues and lead teams through operational/technological changes; Respond to ad hoc requests for analytics and market commentary; Support due diligence activities; Create and maintain team processes
Seniority
Senior, hands-on IC