
Strategic Portfolio Specialist
2 days ago
About the Role
You will play a pivotal role in supporting Portfolio Management and Trading desks. You will work closely with associates, traders, and portfolio managers to provide key support across various departments.
As a Trade Support Analyst, you will actively monitor portfolios to assist portfolio managers in managing risk and client assets. This involves utilizing mathematical and fixed income training to develop creative solutions and build meaningful partnerships through cross-department training and collaborative team projects.
Responsibilities:
- Ensure investment objectives are reflected across portfolios in scope.
- Monitor portfolio positions and products versus client guidelines in concert with compliance teams.
- Coordinate with portfolio management on re-balancing of portfolios.
- Utilize proprietary risk systems for monitoring portfolio exposures.
- Assist in account transitions and cash flow management.
- Conduct performance and attribution analyses.
- Respond to ad hoc requests from the portfolio management team.
Requirements:
- Demonstrate advanced Microsoft Excel skills.
- Have proficiency in at least one of the following: Python, SQL, and/or VBA.
- Exhibit a strong interest in financial markets, macroeconomics, and investment finance.
- Possess outstanding analytical skills.
- Display excellent communication skills.
- Exhibit traits such as ethical, collaborative, organized, flexible, high energy, self-starter, accountable, and humble.
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