
Portfolio Management Associate
3 days ago
We are looking for a highly skilled Portfolio Management Associate to join our team. As a Portfolio Management Associate, you will work closely with our investment team to ensure the accuracy and integrity of our clients' portfolios.
- Main Responsibilities:
- Ensure portfolio accuracy by maintaining correct positions, weights, and valuations.
- Execute rebalancing instructions on time and within guidelines.
- Monitor deviations from model allocations and flag exceptions.
- Track and control cash drift to stay within set parameters.
What You'll Be Doing:
- Prepare timely, accurate performance and holdings review packs.
- Complete scheduled client portfolio reviews with high consistency.
- Incorporate customizations efficiently and accurately.
- Optimize production efficiency of reporting packs with minimal errors.
Benefits:
- Competitive salary.
- Equity upside.
- Comprehensive benefits package.
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Portfolio Risk Manager
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