Job Summary

• Support a senior portfolio manager in day-to-day oversight of discretionary accounts including portfolio implementation, performance attribution, risk analysis and rebalancing.
• Research macroeconomic and capital markets trends using Bloomberg Terminal, LSEG Workspace, and FactSet to implement portfolio investment strategies across equities, fixed income, structured products and alternative investments.
• Collaborate with internal stakeholders to deliver multi-asset investment solutions and support client onboarding and account maintenance.

Matching Summary

Salary

Base: $102,003.00 - $139,000.00/year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Key Requirements

• Bachelor's degree or equivalent
• Three (3) years of experience in investment management
• Experience supporting portfolio managers and investment teams
• Experience constructing and monitoring multi-asset portfolios
• Experience preparing investment proposals and portfolio reviews

Work Rights