Job Opening

Portfolio Management Associate

Job Title: Portfolio Management Associate

Location: Los Angeles (Century City)

  • Implementing strategy models across assigned base of accounts; re-balancing portfolios within compliance of restrictions, guidelines, or investment policy statements; maintaining trading models based on portfolio manager instructions; reviewing compliance reports, including for 1940 Act mutual fund accounts
  • New account trading and IPS review for institutional accounts
  • Supporting portfolio managers and communicating updates related to implementation of trade programs
  • Communicate model changes for Model-Only relationships and monitor variances
  • Distributing trading program notification
  • Monitoring of account reports on a daily basis for drift
  • Providing analysis and data for RFP's
  • Supporting Wealth Advisory department
  • Providing client service to outside constituents such as clients, consultants, brokers; some general administrative duties

Education: Undergraduate degree

  • Minimum three to five years of experience in a similar capacity at a buy-side investment management firm or registered investment advisor
  • Experience with asset allocation concepts
  • Knowledge of financial markets and instruments, i.e., sectors, industries, stocks, bonds, mutual funds. Understanding of tax implications a plus
  • NASD Licenses a plus, i.e. Series 7
  • Commitment to and demonstrated history of productive and quality work
  • Proficiency in use of portfolio accounting systems, order management systems, CRM’s, Excel, Word, and database software
  • Experience working with performance returns
  • Positive attitude

Skills required:

  • Comfortable interacting with all levels and departments within the firm
  • Teamwork – ability to collaborate in a professional and constructive manner
  • Strong problem solving skills; ability to solve problems with disparate and sometimes, incomplete, information
  • Good time management and multi-tasking abilities
  • Excellent written and verbal communications skills
  • Ability to work independently with limited supervision and in high pressure environments
  • Detail oriented with a commitment to excellence
  • Proactive and innovative

Physical Requirements:

  • Sit for prolonged periods
  • Lift up to 25 pounds