Associate, Portfolio Specialist
Core
Build relationships with clients and internal teams to deliver separately managed account investment solutions, ensuring accurate model implementation and minimizing performance dispersion.
Role type
Associate, Portfolio Specialist (Fixed Income)
Builds
Separately managed account investment solutions across various platforms and sponsors
Domain
Fixed Income / Asset Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Trade modeling and order creation systems, Excel, Python, SQL, Aladdin, Series 7 and 66 licenses
Preferred skills
Fixed Income market knowledge, trading and implementation of separately managed accounts (SMAs)
Technologies
Excel, Python, SQL, Aladdin, Thomson, Bloomberg
Responsibilities
Trade client accounts (invest/divest assets, rebalance), research and resolve account discrepancies, handle incoming Financial Advisor inquiries, produce internal reports on trading and investment performance, prepare client and prospect presentations, assist Portfolio Managers with new account growth
Seniority
Associate, entry-level IC