Portfolio Management Associate Overview • The Portfolio Management Associate role offers a dynamic opportunity to support investment strategies and operational implementation for a leading financial services firm. • Collaborate with diverse teams, including Portfolio Accounting, Trading, and Investment, to ensure seamless portfolio management processes. • Contribute to a growing organization with a strong emphasis on professional development and internal mobility. • Develop expertise in value investing strategies and their application across client portfolios. • Engage in a hybrid work environment, balancing remote work with in-office collaboration. • Gain exposure to global equity asset management and compliance practices in a supportive team setting. • Enhance your career with access to mentorship programs, professional development opportunities, and a collaborative culture. • Contribute to a firm committed to diversity, equity, and inclusion in the workplace. Portfolio Management Associate Key Responsibilities & Duties • Implement investment strategies across client portfolios, ensuring alignment with firm objectives and compliance requirements. • Create and submit equity trades for various account types, including UMAs and SMAs. • Monitor pre-trade compliance and maintain adherence to client guidelines and investment restrictions. • Collaborate with Portfolio Managers on model manager accounts and bespoke portfolios. • Respond to client inquiries and fulfill reporting requirements with accuracy and professionalism. • Review and maintain security data, ensuring integrity and compliance with internal procedures. • Analyze portfolio dispersion and maintain detailed portfolio review instructions. • Participate in team-building activities and contribute to business improvement initiatives. Portfolio Management Associate Job Requirements • Bachelor’s degree in a relevant field, such as finance or economics. • 3–5 years of professional experience in portfolio management or related roles. • Proficiency in Microsoft Office Suite and familiarity with portfolio accounting systems. • Experience with Order Management Systems (OMS) for equity order creation. • Understanding of investment compliance, portfolio restrictions, and ESG considerations. • Knowledge of FactSet or comparable portfolio analytics platforms. • Strong organizational and communication skills with attention to detail. • Ability to work collaboratively in a hybrid work environment.