Portfolio Management Associate
Core
Support the OCIO Portfolio Management team in portfolio monitoring, rebalancing, and trade execution to align client portfolios with investment outlooks and objectives.
Role type
Associate Portfolio Management Associate
Builds
Client portfolios aligned with firm investment views and client constraints
Domain
Asset Management / Investment Consulting
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Capital markets knowledge, Portfolio construction principles, Custodial platform familiarity, Investment accounting processes, Trading workflows understanding, Advanced Excel proficiency, Performance attribution analysis, Portfolio transition planning
Preferred skills
CFA designation progress, Bloomberg usage, Portfolio management systems experience, Data automation tools (Power Query, SQL, Python), AI tools experience
Technologies
Excel, Power Query, Bloomberg, ETFs, Futures, Options
Responsibilities
Monitor client portfolios for risk exposures and alignment, Manage monthly asset class rebalancing and trade implementation, Execute trades and liaise with brokers, Monitor liquidity and coordinate capital calls, Maintain and enhance portfolio management tools and data processes, Report on portfolio performance and conduct attribution analysis
Seniority
Junior, hands-on IC
