Essential Duties and Responsibilities:
1. Portfolio Analysis and Research:
· Assist in conducting financial market research and analysis to identify investment opportunities.
· Analyze economic trends, industry sectors, and individual securities to support investment decision-making.
· Monitor and evaluate the performance of existing investment portfolios.
2. Investment Strategy Support:
· Collaborate with senior portfolio managers to develop and implement investment strategies.
· Assist in the construction and maintenance of investment portfolios based on client objectives, risk tolerance, and market conditions.
· Provide input on asset allocation decisions.
3. Risk Management:
· Contribute to the identification, measurement, and management of portfolio risks.
· Assist in the development and implementation of risk mitigation strategies.
· Monitor and report on portfolio risk exposures.
4. Client Interaction:
· Assist in preparing client reports and presentations on portfolio performance and strategy.
· Address client inquiries and provide relevant information.
· Communicate with clients to understand their investment goals and preferences.
5. Trade Execution:
· Assist in the execution of trades and ensure compliance with regulatory guidelines.
· Monitor trade settlement processes and resolve any discrepancies.
6. Performance Measurement:
· Track and measure portfolio performance against benchmarks.
· Generate performance reports and analyze results.
· Identify areas for improvement and make recommendations.
7. Compliance and Regulation:
· Stay informed about relevant financial regulations and ensure portfolio management activities comply with legal and regulatory requirements.
· Contribute to the development and implementation of compliance policies and procedures.
8. Technology and Tools:
· Utilize financial models, analytics tools, and software for portfolio analysis.
· Stay updated on technological advancements in the finance industry.
9. Team Collaboration:
· Work closely with other members of the portfolio management team, research analysts, and other departments within the organization.
· Contribute to team discussions and strategy sessions.
10. Professional Development:
· Stay informed about market trends, economic indicators, and industry developments.
· Pursue professional certifications (such as CFA) and engage in continuous learning.
Overall, an Associate Portfolio Manager is expected to play a supportive role in the portfolio management process, contributing to the success of the team by providing valuable analysis, insights, and assistance in the management of investment portfolios.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. To be considered an ideal candidate the following requirements would be preferred:
· Bachelor’s degree in finance, business administration, economics or related field
· 3+ years of private asset management experience or trust investments
· Excellent financial, mathematical and statistical skills; can work with complex database and/or quantitative tools.
· Ability to apply and communicate knowledge of investment fundamentals, product knowledge, procedures of the organization as well as regulatory requirements in the course of managing both client accounts and relationships.
· A demonstrated ability to communicate well, verbally and in writing, with clients, partners and internal stakeholders.
· Experience with software: Microsoft Office, Greenhill, Morningstar, FI360, Bloomberg, InfoVisa, Kwanti
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.