7 дней назад
Asset & Wealth Management, Multi-Asset Solutions, Portfolio Manager, Analyst (Multi-Asset Investing)
90 000 - 130 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Asset & Wealth Management, Multi-Asset Solutions, Portfolio Manager, Analyst (Multi-Asset Investing): Managing customized multi-asset portfolios for US pensions and insurance clients with an accent on strategic and dynamic asset allocation, trading, risk management, and portfolio analytics. Focus on structuring cross-asset trades, managing derivative overlays, analyzing performance attribution, and leading complex portfolio implementation projects.
Location: New York, NY, United States; onsite at the New York office
Salary: $90,000–$130,000 base salary per year, plus potential discretionary bonus.
Company
is a global financial services firm whose Asset & Wealth Management division manages customized investment portfolios and funds for institutional clients.
What you will do
- Manage customized multi-asset portfolios for US pension and insurance clients in line with client guidelines, investment policies, and regulatory constraints.
- Trade equities, fixed income, currencies, alternatives, and related instruments including futures, forwards, ETFs, options, swaps, and funds.
- Manage portfolio exposures, currency and cash positions, investment vehicles, managers, and derivative-based overlay strategies.
- Work with internal investment and trading teams to implement dynamic asset allocation views and structure portfolio hedges.
- Analyze portfolio risk and performance attribution, prepare weekly reporting, and produce investment updates and market commentary.
- Coordinate complex portfolio events such as new mandate onboarding, restructurings, and public or private investments.
Requirements
- Bachelor’s degree; an advanced degree or CFA designation is preferred.
- 1.5–4 years of investment management experience, including trading and risk management for pension or insurance portfolios.
- Knowledge of macroeconomic trends, multi-asset allocation principles, factor investing, and portfolio risk.
- Ability to communicate investment strategies and rationales to audiences with different levels of sophistication.
- Excellent writing, communication, project management, problem-solving, organizational, and analytical skills.
- Proficiency in Excel and PowerPoint; knowledge of Bloomberg, Reuters, or financial data systems is preferred.
Culture & Benefits
- Team-centric environment with opportunities to work across internal investment teams, external managers, and trading counterparties.
- Full-time US employees working at least 20 hours per week are generally eligible for competitive benefits and wellness offerings.
- Benefits include offerings designed to support employee wellbeing and the overall employee experience.
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