Portfolio Associate / Senior Portfolio Associate
Core
Support Portfolio Managers in monitoring, rebalancing, and operational execution for Equities, Quant, EM, and Hedge Fund portfolios.
Role type
Senior IC portfolio operations associate
Builds
Portfolio risk monitoring, performance attribution, and trade lifecycle support
Domain
Fixed income, equities, FX, and multi-asset investment
Required skills
Fixed income, equities, and FX workflows; Portfolio risk and macro investment models; Trade lifecycle management; Performance and attribution analysis; Excel power user proficiency
Preferred skills
Quantitative investment models; Systematic trading and execution algorithms; Trade Cost Analysis (TCA); Python or VBA programming
Technologies
Proprietary risk systems; Excel; Python; VBA
Responsibilities
Monitor portfolio positions and products versus client guidelines; Coordinate with Portfolio Management on re-balancing; Conduct performance and attribution analyses; Tag trades into risk categories; Assist in account transitions and cash flow management; Resolve operational issues within the trade lifecycle.
Seniority
Mid-level, hands-on IC