Associate, Portfolio Construction and Risk Management

Our client, a Leading Global Asset Manager, is looking for an Associate within their Portfolio Construction and Risk team....LA location (hybrid)

Our client’s Portfolio Construction and Risk Management team is building out its portfolio operations and support of our Multi-Strategy Credit product offerings.  They are seeking an individual to participate in the daily management of daily portfolio operations, cash management, asset allocation and support for the portfolio management team with both internal and external ad-hoc requests.  In addition, there will be a strong emphasis on leveraging current technology solutions for scale and efficiency, as well as coordinating with several internal teams, such as fund accounting, trade operations, performance, to ensure that reports and analysis are delivered in an accurate, consistent, and timely manner.

Responsibilities include:
  • Learning about the company’s complex, systematic investment process, markets invested in, financial instruments used and the reporting processes that support their portfolio management teams, clients, related consultants and prospects;
  • Supporting portfolio managers with the daily operations and management of a multi-strategy portfolio;
  • Supporting the data and analytics requests of senior team members and Portfolio managers to advance the Multi-Strategy investment process; this includes, but is not limited to the production of performance results, relative value metrics, market color and benchmark statistics;
  • Supporting the preparation and development of ad hoc and standardized reports, as well as participating in the research, design and creation of new reports as needed;
  • Serving as a subject matter resource to Sales Representatives, Portfolio Managers and Client Services;
  • Reviewing financial data for various professionals and developing charts and tables for presentations and publications;
  • Preparing, as necessary, performance contribution/attribution analysis, benchmark analysis, and other reports for Portfolio Managers, Marketing, and Client Relations;
  • Collaborating with Business Analysts and Information Technology to automate reports
  • 3 to 6 years of experience working at an Asset Management company, Investment Bank or other related financial services company (including financial services technology vendors) in a risk management, portfolio operations and analysis capacity;
  • Familiarity with Credit instruments (High Yield Bonds, Leveraged Loans, Convertible Securities, Structured Credit etc.);
  • Knowledge of relevant reporting outputs and metrics including performance reporting, risk metrics and portfolio characteristics;
  • Expertise in analyzing data and metrics with sufficient familiarity to recognize potential issues;
  • Experience managing and manipulating large amounts of data
  • Experience with Python, SQL, SSRS/PowerBI/Tableau, C# or Visual Basic preferred
Personal Attributes   
  • Outstanding initiative and a strong work ethic.
  • Ability to operate independently on short and long term goals.
  • Excellent interpersonal skills with the ability to leverage firmwide resources in an effective and judicious manner.
  • Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions.
  • Organized and able to manage multiple projects with differing priorities to meet deadlines.
  • Must be team-oriented and possess integrity and professionalism and share the firm’s common goal of excellence.
  • Passion for improving systems and processes
  • Bachelor’s Degree required.  Masters Degree in Finance, Financial Engineering or MBA accepted