обновлено 2 дня назад
Analyst, Portfolio Management (Equities)
82 500 - 105 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Analyst, Portfolio Management (Equities) (Finance/Equities): Supporting the daily oversight and management of equity portfolios with an accent on cash management, corporate events, portfolio data, and cross-functional investment operations. Focus on analyzing securities and markets, improving portfolio management processes, preparing client and executive presentations, and solving quantitative problems with large data sets.
Location: Santa Monica, United States; hybrid
Salary: $82,500–$105,000 per year, plus potential discretionary bonus
Company
manages investment portfolios and applies a systematic investment philosophy across its investment solutions.
What you will do
- Support portfolio cash management, including credit lines, currency hedges, and cash forecasting.
- Analyze voluntary corporate events and recommend elections to Portfolio Managers.
- Prepare data for presentations to clients and internal executives.
- Complete ad hoc requests and collaborate with senior team members on investment projects.
- Propose and execute projects that improve process efficiency and portfolio outcomes.
- Collaborate with Trading, Research, Technology, Legal, Compliance, Operations, and client-facing teams.
Requirements
- Bachelor’s degree required.
- Understanding of and alignment with the firm’s investment strategy.
- Strong time-management, attention-to-detail, verbal communication, and presentation skills.
- Excellent quantitative problem-solving and analytical skills, with comfort working with large data sets.
- Background or interest in finance and financial theory, plus intellectual curiosity and aptitude for learning basic programming languages and software.
- Knowledge of SQL, VBA, and/or Excel is helpful.
Nice to have
- Knowledge of SQL, VBA, or Excel.
Culture & Benefits
- Participation in the Analyst Development Program.
- Opportunities to become a junior lead for investment processes and develop toward Portfolio Manager responsibilities.
- Comprehensive benefits for employees and their families.
- Educational initiatives and programs supporting career development.
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