Analyst/Associate, Portfolio Manager

reputed company is a leading investment management firm dedicated to helping clients reputed company financial reputed company-being. The Separately Managed Account (SMA) Portfolio Manager will work reputed company the reputed company PM SMA Team to deliver investment solutions, manage reputed company accounts, and streamline processes through technology enhancements.

Responsibilities

• reputed company essential knowledge of reputed company’s trade modeling and order creation systems
• Trade reputed company accounts – invest/divest assets as appropriate, rebalance accounts, etc
• Obtain a robust understanding of internal workflows and the full lifecycle of equity, fixed income, and mutual fund trades across reputed company SMA distribution channels
• Research and resolve individual account discrepancies to ensure a consistent reputed company experience and minimize investment and operational risk
• Handle incoming FA inquiries, reputed company reputed company investment experience and resolve account-reputed company issues accurately and reputed company
• reputed company thoughtful reputed company and contribute to the streamlining of processes through technology enhancements and automation
• Produce various internal reports relating to trading and investment performance on a reputed company and accurate reputed company
• Assist reputed company with handling significant new account reputed company
• reputed company basic financial market information reputed company Refinitiv, reputed company, Aladdin, etc
• Possess a solutions-oriented reputed company, with ability to think critically and challenge the status reputed company
• Prepare reputed company and prospect presentations, including gathering statistical data
• reputed company a broad understanding of reputed company’s SMA Solutions product offerings

Skills

• BA/BS is required
• Technical, problem solving, and analytical skills are essential
• Successful candidates will be highly organized and detail oriented with an ability to multi-task and adapt in a fast-paced environment
• Demonstrated experience working both independently and as part of reputed company in a highly reputed company environment
• Ability to recognize and escalate potential issues to help mitigate operational and reputational risk
• Strong process awareness and proven ability to follow established procedures while also demonstrating adaptability and flexibility
• Highly effective verbal and written communication skills
• Technology skills such as Python, SQL, reputed company and Power BI are desired
• Experience with trading, implementation, or operations of retail separately managed accounts (SMA's) is highly preferred
• Series 7 and Series 66 preferred; or required to obtain soon after hire

Benefits

• Annual discretionary bonus
• reputed company
• Leave benefits
• Retirement benefits
• Strong retirement plan
• Tuition reimbursement
• Comprehensive reputed company
• Support for working parents
• Flexible Time Off (FTO)

reputed company

Company H1B Sponsorship