Portfolio Analyst / Sma Specialist

Western Asset Management Company

San Ramon, CA, US
Base: $90,000 to $120,000; bonus/equity: competiti...
Onsite
Implement investment decisions
Monitor portfolio positioning
Trade execution and cash management
This position will report to the portfolio management team and be responsible for assisting in the implementation and management of Franklin Income SMA (separately managed account) strategy

Job Summary

  • This position will report to the portfolio management team and be responsible for assisting in the implementation and management of Franklin Income SMA (separately managed account) strategy.
  • You will implement investment decisions for Franklin Income SMA, monitor portfolio positioning, trade executions, cash management and compliance within client guidelines daily.
  • Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.

Matching Summary

This position will report to the portfolio management team and be responsible for assisting in the implementation and management of Franklin Income SMA (separately managed account) strategy.

Salary

Base: $90,000 to $120,000; Bonus/Equity: Competitive bonus; Benefits: 401k plan, health insurance, and other perks

Skills & Requirements

Must-have

  • Implement investment decisions
  • Monitor portfolio positioning
  • Trade execution and cash management
  • Client guideline compliance
  • Asset allocation monitoring
  • Data analysis and reconciliation

Nice-to-have

  • Leverage technology and automation
  • Proactive problem solving
  • Team player with independent capability

Key Requirements

  • 2+ years investment industry experience
  • Bachelor's degree in economics, finance, or related field
  • Strong analytical and quantitative skills
  • Ability to analyze data in Excel
  • Authorized to work full time in the United States

Work Rights

Authorized to work full time without sponsorship

Tailored Resume

Cover Letter