Job Opening

Equity Trader / Portfolio Analyst

Job Title: Equity Trader / Portfolio Analyst

Location: Los Angeles (Downtown LA)

Los Angeles-headquartered, multi-asset investment manager seeks to fill an equity trader/portfolio analyst position with the following responsibilities.
Trader responsibilities:
  • Execute buys and sells of equity securities, including: US and non-US common stock, Preferred stock, Equity Derivatives.
  • Research/analyze market levels and provide market color/insights
  • Monitor PM’s and Strategist’s price targets.
  • Monitor compliance limits for portfolios, resolve trade issues, and price securities.

Portfolio Analyst responsibilities:

  • Formulate and construct trade programs that adhere to investment guidelines.
  • Determine and analyze portfolio construction and risk exposures.
  • Perform portfolio and index level performance analyses.
  • Prepare monthly/quarterly/yearly reports – including marketing materials, regulatory/mutual fund deliverables, and client and prospect requests.
  • Perform portfolio, index, and security analyses.
  • Maintain question/answer RFP database.  Assist in responding to RFPs
  • Longer-term: equity/bond research projects – building relative value databases for equity securities vs. corporates and HY, factor/performance analysis.
  • Collaborative, bright, quick learner, good attitude, attention to detail, articulate.
  • Two to five years of relevant experience required.
  • Programming/database management skills desired.
  • College degree required, as is a CFA or CFA candidacy.
  • Collaborative, bright, quick learner, good attitude, attention to detail, articulate.
  • Two to five years of relevant experience required.
  • Programming/database management skills desired.
  • College degree required, as is a CFA or CFA candidacy.

Contact: revi@wallstreetpersonnel.com