Associate, Multi Asset (Portfolio Manager)

SURA Investments; Ciudad de México; Sur place; MXN 1 200 000 - 2 000 000; Plein temps

Résumé du poste

A leading investment management firm in Mexico City seeks a skilled professional to design, implement, and monitor investment strategies for managed portfolios. The ideal candidate will have 4 to 6 years of experience in investments and portfolio management, possess a CFA Level I certification, and be proficient in advanced English. This role offers an exciting opportunity to actively participate in strategy committees and lead teams focused on enhancing investment platforms.

Qualifications

• 4 to 6 years of experience in investments, portfolio management, or trading.
• Strong knowledge of macroeconomics and top-down analysis.
• Advanced English proficiency required.

Responsabilités

• Design and monitor investment strategies for managed portfolios.
• Conduct presentations in Strategy and Multi-Asset Committees.
• Generate daily monitoring reports on portfolio alignment and positioning.
• Execute rebalances and manage liquidity and costs.
• Generate daily monitoring reports and visuals on portfolio positioning and performance.
• Prepare support materials on investment strategies for internal and client presentations.
• Lead teams focused on investment platforms and analytics.

Connaissances

Investments

Trading

Financial mathematics

Capital markets

Macro analysis

Programming

Advanced English

Programming

Formation

Finance, Economics, Actuarial Science, Administration

CFA Level I approved

Valid AMIB certification

Administration

Business

Mathematics

Accounting

Industrial Engineering

Outils

Python

CFA Level I

Description du poste

Job Description

SURA Investments is a Latin American platform with global reach, expert in investment and asset management solutions for individuals, companies, and institutions. We use innovation and technology to serve investments and people, considering sustainable development in the countries where we operate.

We are looking for a professional to design, implement, and monitor the investment strategy of managed portfolios, ensuring proper positioning in line with applicable investment recommendations. This involves considering associated risks, restrictions, and specific limits, as well as proposing and coordinating rebalances aimed at generating value and alpha.

• Actively participate in Strategy and Multi-Asset Committees, presenting investment proposals, as well as portfolio positioning and performance attribution.
• Consistently apply strategies defined in Investment Committees, in line with the profile and purpose of each portfolio.
• Implement strategies by defining targets for deviation from benchmarks, evaluating the relative risk of each decision.
• Execute rebalances and changes in portfolios, ensuring efficient liquidity management and optimization of total implementation costs.
• Generate daily monitoring reports and visualizations on portfolio positioning and alignment.
• Prepare support material on investment strategies and markets for presentation in internal instances and client committees.
• Lead and integrate teams focused on developing and improving investment platforms, generating valuable information on aspects such as relative positioning, risk metrics, and performance attribution.

Requirements:

• Education: Finance, Economics, Actuarial Science, Administration, Business, Mathematics, Accounting, Industrial Engineering.
• Valid AMIB certification.
• CFA Level I approved.
• Knowledge of: investments, trading, finance, financial mathematics, capital markets, macroeconomics, top-down analysis, programming.
• Advanced English.
• Experience: 4 to 6 years in investments, portfolio management, trading, macro/top-down analysis, market risk, or programming.

Desirable Requirements:

• Python knowledge.
• Progress in FRM, CQF, or CAIA certifications.

Location: Mexico City, Mexico