Associate Portfolio Manager (Equity) (Finance)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Associate Portfolio Manager (Equity) (Finance): Managing and overseeing equity portfolios to implement a systematic investment philosophy with an accent on risk exposure and portfolio structure. Focus on executing trades, managing corporate actions, and communicating investment theses to global clients.
Location: Austin or Charlotte. This role is not eligible for immigration sponsorship.
Company
is a global investment firm that implements systematic investment strategies based on modern financial economics.
What you will do
- Manage all aspects of portfolios, including foreign currency trading and issuing buy/sell instructions.
- Monitor portfolio characteristics and maintain structure following a process-driven approach.
- Identify investment candidates systematically and collaborate with global trading teams for implementation.
- Provide verbal and written explanations of portfolio performance and process to internal and external clients.
- Contribute to thought leadership by searching for new opportunities to deploy the investment philosophy.
- Collaborate with Sales, Marketing, and Client Services teams to address client investment needs.
Requirements
- Background in finance and financial theory.
- Experience in financial markets via asset management, broker-dealers, or financial institutions.
- Understanding of the competitive landscape in equity ETFs and mutual funds.
- Excellent quantitative problem-solving and analytic skills.
- Strong communication and presentation skills.
- Must be authorized to work in the US without sponsorship.
Culture & Benefits
- Comprehensive benefits package.
- Educational initiatives and professional development programs.
- Inclusive work environment with a strong commitment to equal opportunity.
- Culture that celebrates company history and continuous growth.
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