PORTFOLIO CONSTRUCTOR, EQUITIES
Our clients include corporations, pension plans, insurance companies, foundations, endowments, central banks, official institutions and mutual funds. In North America we have offices in Boston, Chicago, New Jersey, New York, and Toronto. We have an excellent career opportunity for a Portfolio Constructor, US and Global Equities in our Boston office. Individual will apply the model portfolio integrating the client’s guidelines, taking into account portfolio restrictions, to generate transactions, to report and communicate internally about these portfolios in order to ensure a high level of performance and a high degree of consistency. In addition, the candidate will collect and interpret market information and provide analysis to evaluate investment decisions.
Specific Responsibilities:
- Construct portfolios to comply with the common BNPP IP asset allocation strategy, legislation and mandate’s guidelines; perform ad-hoc analysis on strategic investment issues.
- Generate, transmit and supervise execution of transactions into the market and towards investment centers.
- Provide instructions to the Dealing Desk and Middle Office and follow-up outcome of execution.
- Provide input for the development of IT-tools in order to reflect the exact investment decisions.
- Monitor portfolios on compliance issues and consistency between balanced funds and with the model portfolios.
- Represent the Investment Team and product in meetings with prospective clients and at seminars at the request of the relevant Sales and Client Service professionals.
Ideal Personal Profile:
- Client Focus: Does everything possible to achieve internal or external customer satisfaction by identifying the customers’ needs and providing them with appropriate solution taking into account the company’s ethics and interests.
- Results Driven: Seeks to achieve the objectives set within the defined timeframe, by acting with tenacity, and by balancing costs and benefits. Continuously seeks optimum performance.
- Impact: Voluntarily exerts and influence on others, this allows directing and mobilizing them towards the pursued objective.
- Teamwork: Knows how to work in a team and / or across teams, acts bearing common interests and respect for fellow team members in mind. Shows a high level of self-awareness and understanding of own impact on others.
- Communication Skills: Expresses his / her messages, both orally and in writing, in an effective, organized way, which is appropriate to the audience being addressed.
- Integrity: Acts ethically, in compliance with what is said and while respecting the company’s values and rules.
Academic Background and Experience:
- 3-5 years of experience in the Asset Management industry. Exposure to portfolio construction, emerging markets and global equity a plus.
- Awareness and understanding of financial markets and keeping apprised of all major market developments.
- Displays an understanding of investment management principles and procedures as appropriate to role.
- Bachelor’s degree in Finance, Economics or Marketing coupled with excellent academic credentials.
- Knowledge of Bloomberg, SQL databases, programming language highly desirable.
- CFA or MBA qualifications preferred.
To be considered for this opportunity, please forward your resume utilizing the online application process. Equal Opportunity Employer.
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