Portfolio Associate

New York Permanent USD130,000 - USD160,000 per year
  • Join a leading global asset management firm with 2 trillion AUM
  • Gain knowledge and exposure to multiple Fixed income products

About Our Client

Our client is a leading and innovative global asset manager who specializes in Fixed Income and provides financial solutions across various investment classes. With over 20 offices worldwide our client supports investors globally accessing all types of market environments.

Job Description

The key responsibilities include:

  • Provide support to the Portfolio Management team
  • Monitor portfolio positions and products against client guidelines in conjunction with Compliance
  • Coordinate with Portfolio Management on sizing and allocation of trades
  • re-balancing of portfolios
  • Generating risk, performance and other metric reports daily
  • Daily "strategy tagging" of all trades conducted during that day.
  • Conduct performance and attribution analysis of holdings
  • Responding to ad-hoc requests from the Portfolio Management team

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

The ideal candidate should possess the following qualities:

  • Strong academic background in a technical field from a leading, accredited college or university
  • Good understanding of fixed income, equities and derivatives
  • Outstanding communication skills are required to operate in a complex financial and mathematical environment
  • Excellent Excel skills - SQL, VBA and programming skills are preferred
  • Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
  • Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment

What's on Offer

  • Significant exposure to multiple investment products/strategies including Quant/Systematic Trading, Credit, Mortgage, Short Term Fixed Income, Real Return, Equity, Emerging Markets, FX, Alternative Investments
  • Learning environment focused key buy side portfolio risk and return principles
  • Competitive Compensation and Bonus
  • Health Benefits - Medical, Dental, Vision
  • Retirement 401k
  • Paid Vacation
Stephanie Contreras
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Job summary

Banking & Financial Services
Sub Sector
Operations / Middle Office - Asset Management
Financial Services
New York
Contract Type
Consultant name
Stephanie Contreras
Job Reference