Portfolio Associate recruitment
Position Overview
My client is looking to hire a Portfolio Associate for their London office. The Portfolio Associate is located on the Trade Floor. The candidate reports to and supports a senior “Generalist” Portfolio Manager in the trade room. The Portfolio Associate must build solid internal relationships and partnerships with Portfolio Management and Account Management in the firm’s Global Offices. The role frequently interacts with Account Management, Product Management, Legal and Compliance and Operations.
Job Functions
Responsibilities include:
• Portfolio summaries
• Portfolio monitoring
• Performance and attribution analysis in addition to other requested analytics
• Create reports for risk monitoring
• Monitor client portfolios position weights and product versus client guidelines
• Furthermore the Portfolio Associate works closely with the Portfolio Managers on
• Re-balancing of portfolios to model/target weights
• Generating trade execution studies across a set of mandates or products in accordance with investment guidelines and benchmarks
• Reviewing and ensuring pre- and post-trade compliance
Requirements
• Advanced abilities with Excel, VBA, SQL, business objects, and Bloomberg essential. Ability to program in one or more language(s) is highly desirable.
• Degree (MBA or MSc Financial Economics preferred) with concentration in finance, economics or mathematicsor other related quantitative/analytical field from a leading, accredited college or university
• Strong technical skills in fixed income
Candidates must have very strong VBA skills (There will be a test as part of the process), and will perhaps suit someone who currently workss in technology (Trade support etc) who would like to switch to the asset management industry.