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41 Jobs Portfolio Associate Available

Portfolio Associate

Posted on:
03/08/2023

Redline Associates, Inc

Evanston, IL, United States

Our client manages investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, comm. . .

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Posted on:
03/08/2023
Apply Before:
04/05/2023

Portfolio Associate

Posted on:
03/07/2023

Stifel

New York, NY, United States

Portfolio Associate Posting Details Job Details Description Job SummaryThe Portfolio Associate will work with one or more 1919IC Portfolio Managers (. . .

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Posted on:
03/07/2023
Apply Before:
04/04/2023

Portfolio Associate

Posted on:
03/07/2023

Stifel

Baltimore, MD, United States

Portfolio Associate - Fixed Income Posting Details Job Details Description Job SummaryThe Portfolio Associate will provide administrative, operationa. . .

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Posted on:
03/07/2023
Apply Before:
04/04/2023

Portfolio Associate

Posted on:
03/07/2023

Philanthropy New York

Greenwich, CT, United States

Website: https://www.dalioeducation.org/ City and State: Greenwich, CT Description: Greenwich, Connecticut The Dalio Family Office (DFO) . . .

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Posted on:
03/07/2023
Apply Before:
04/04/2023

Portfolio Associate

Posted on:
03/26/2023

New England Blacks In Philanthropy

Boston, MA, United States

Portfolio Associate Website WebsiteOne8 Foundation Associate responsibilities include: Qualified candidates will possess: Portfolio Associates ar. . .

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Posted on:
03/26/2023
Apply Before:
04/23/2023

Portfolio Associate

Posted on:
03/08/2023

Franklin Templeton Investments

New York, NY, United States

Legg Mason Private Portfolio Group, LLC (“LMPPG”) is a wholly-owned subsidiary of Franklin Resources, Inc. LMPPG, together with its sub-advisers, . . .

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Posted on:
03/08/2023
Apply Before:
04/05/2023

Portfolio Associate

Posted on:
03/14/2023

Fidelity Investments

Boston, MA, United States

Job Description:The Department With over $460 billion in assets under management, Fidelity’s Asset Management Solutions (FAMS) is a leading provider. . .

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Posted on:
03/14/2023
Apply Before:
04/11/2023

Portfolio Associate

Posted on:
03/07/2023

Neuberger Berman

New York, NY, USA

Responsibilities:Provide administrative support for highly active portfolio manager and members of teamPrepare correspondence for internal and externa. . .

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Posted on:
03/07/2023
Apply Before:
04/04/2023

Portfolio Associate FX

Posted on:
03/08/2023

Redline Associates, Inc

Newport Beach, CA, United States

Our client manages investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, comm. . .

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Posted on:
03/08/2023
Apply Before:
04/05/2023

Senior Portfolio Associate

Posted on:
03/07/2023

Brokerage Consultants Inc

Chicago, IL, United States

Added - 07/07/22 Senior Portfolio Associate Client Services Chicago , Illinois | Direct Hire View all jobs in this category View all jobs in this c. . .

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Posted on:
03/07/2023
Apply Before:
04/04/2023

Senior Portfolio Associate

Posted on:
03/07/2023

Infinity Consulting Solutions

Bala Cynwyd, PA, United States

Find A Job › Accounting & Finance Senior Portfolio Associate Location:Bala Cynwyd, PA Job Type:Direct Placement Ref No:22-04198 Date:June 22, 2022. . .

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Posted on:
03/07/2023
Apply Before:
04/04/2023

Direct Portfolio Associate

Posted on:
03/02/2023

HarbourVest Partners

Boston, Town of, NY, USA

Job Description Summary The Direct Portfolio Associate will support the Direct Co-Investment group in raising and investing capital as well as improvi. . .

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Posted on:
03/02/2023
Apply Before:
03/30/2023

Quantitative Portfolio Associate

Posted on:
03/14/2023

Fidelity Investments

Boston, MA, United States

Job Description:Quantitative Portfolio AssociateJob Description:The DepartmentStrategic Advisers, LLC is a registered investment advisor and wholly ow. . .

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Posted on:
03/14/2023
Apply Before:
04/11/2023

Direct Portfolio Associate

Posted on:
03/07/2023

Fanning Personnel

Boston, MA, United States

Job Title : Direct Portfolio Associate Job Category : Investment Operations Job Location : Boston - MA Date Posted : Oct 19 2022 Responsibi. . .

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Posted on:
03/07/2023
Apply Before:
04/04/2023

Credit Portfolio Associate

Posted on:
03/15/2023

HarbourVest Partners

Boston, Town of, NY, USA

Job Description Summary The Credit Portfolio Associate will support the Credit team in raising and investing capital as well as running the day-to-day. . .

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Posted on:
03/15/2023
Apply Before:
04/12/2023

Portfolio Associate

Redline Associates, Inc

Evanston, IL, United States Salary : $ 13.62 per hour Apply Now
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Job Type: Full Time

Category: Professional Sales

Key Skills:

training Internship - <p>if You Make Hearts Beat Faster, Your Own Has To Be In The Right Place. Key Skills

  • Statistics||Financial Analysis||excel||Argus||Clinical Research||Data Collection||Project Management||teaching||Cutting||Employment Law

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Our client manages investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity.

JOB DESCRIPTION

Portfolio Associate Team Overview

Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm’s global offices. On a day-to-day basis, Portfolio Associates use their mathematical and fixed income training to actively monitor portfolios and markets to assist Portfolio Managers in measuring risk and managing client assets. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. This job is based in Newport Beach, CA.

Position Development Value Extensive exposure to industry experts within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process RESPONSIBILITIES : Ensuring investment objectives are reflected across portfolios in scope Monitoring portfolio positions and products versus client guidelines in concert with Compliance team Coordinating with Portfolio Management on re-balancing of portfolios Utilizing proprietary risk systems for monitoring of portfolio exposures Assisting in account transitions and cash flow management Conducting performance and attribution analyses Responding to ad-hoc requests from the Portfolio Management team REQUIREMENTS

Portfolio Associate Position Requirements:

Strong academic background in a technical field from a leading, accredited college or university Deep understanding of fixed income including knowledge of most cash and derivative instruments Exceptional communication skills are required to operate in a complex financial and mathematical environment Excel “power user” – 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 high-pressure and time-critical environment Very strong attention to detail Additional Emerging Markets Position Preferences: 3+ years of emerging markets experience preferred Fast paced trading environment experience preferred Deliverable and NDF trading operations experience preferred Local emerging market trading operations experience preferred

Seniority Level

Mid-Senior level

Industry Financial Services Investment Management Investment Banking Employment Type

Full-time

Job Functions Finance Consulting Research
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