Related skills
excel portfolio management vba aladdin trade allocation📋 Description
- Associate Portfolio Manager focusing on SMA implementation and management
- Replicate flagship strategies across multiple SMAs while following client guidelines
- Real-time trading decisions with comprehensive allocation documentation
- Maintain reports for key portfolio exposures and report to SMA clients
- Collaborate with PMs, traders, and analysts on monitoring and analytics
🎯 Requirements
- 5-7 years analyzing and modeling emerging debt securities and derivatives (credit, rates, fx)
- Bachelor’s Degree required
- Strong understanding of investment guidelines, regulatory requirements
- Proficient with Aladdin for portfolio monitoring, trading, reporting
- Strong Excel skills; VBA macros strongly preferred
- Strong math skills; quick, well-documented decisions under pressure
🎁 Benefits
- Discretionary annual bonus eligibility
- Comprehensive benefits: medical, dental, life, disability
- 401(k)/profit-sharing plan; retirement support
- Open PTO and leaves of absence; commuter benefits
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