Asset Manager

Investment Portfolio Associate, New York, NY

Investment Portfolio Associate (New York, NY): Our client, an asset management firm with over $30 billion in AUM, is looking to hire an Investment Portfolio Associate to support the fundamental research and portfolio construction processes of one of their strategies.  This is a phenomenal opportunity for an individual with a keen interest in the asset management space to work within a small group of a tremendously successful investment manager.  The Portfolio Associate will report directly into a Portfolio Manager on the team.


Key Points:

·         Working for the largest and most successful investment strategy of a $30B+ asset manager

·         Team is lean – five people in total presently so this person will have incredible exposure to how the team makes investments 

·         Opportunity to learn a lot about the asset management space from multiple angles

·         Firm has very low turnover and a great quality of life


·         Develop, maintain and improve tools used in day-to-day research management of the strategy 

·         Coordinate and prepare research materials for weekly team meetings, including geographic exposure reports, triage reports, and valuation templates;

·         Communicate investment analytics to the marketing team for inclusion in marketing materials; gather ad-hoc research requested by the analysts

·         This is an optimal position for someone who considers themselves a problem solver since there are many aspects of the job that require picking up patterns in data and identifying outliers


·         2 – 3 years of experience in the financial services industry or data analysis field; Bachelor’s degree with a strong academic record (ideally with a degree in Computer Sciences, Mathematics, or similar field) 

·         Knowledge of VBA is required; an understanding of the financial markets and equities is helpful

·         Should have an entrepreneurial spirit, incredible attention to detail, and a strong sense of initiative; knowledge of FactSet, Advent APX and Bloomberg a significant plus

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