Opportunity Description
Enhance your skills as an Associate Portfolio Manager, driving multi-asset trading and strategic analysis in a flexible hybrid work environment. Utilize your expertise to support portfolio management and trade execution.
You will work closely with Portfolio Managers to assist in trading activities and evaluate various investment strategies. This role demands analytical prowess in performance attribution and risk metrics analysis, while also requiring precise communication skills for advisor interactions. Your contributions are key in ensuring accurate portfolio rebalancing and construction.
Key Responsibilities:
• Support trading and cash flow management activities
• Review Offering Memorandums and investment structures
• Contribute to multi-asset portfolio diagnostics
• Facilitate documentation and presentation preparation
• Manage onboarding and supervision of APMs
Requirements:
• At least 5 years in wealth or asset management
• CFA or CIM designation is...
You will work closely with Portfolio Managers to assist in trading activities and evaluate various investment strategies. This role demands analytical prowess in performance attribution and risk metrics analysis, while also requiring precise communication skills for advisor interactions. Your contributions are key in ensuring accurate portfolio rebalancing and construction.
Key Responsibilities:
• Support trading and cash flow management activities
• Review Offering Memorandums and investment structures
• Contribute to multi-asset portfolio diagnostics
• Facilitate documentation and presentation preparation
• Manage onboarding and supervision of APMs
Requirements:
• At least 5 years in wealth or asset management
• CFA or CIM designation is...
Ready to Apply?
Submit your application for Associate Portfolio Manager in Hybrid Role with Strong Analysis Focus at Iaawg
Apply for this Position