Aspiring Portfolio Manager - Market Insights & Strategy

TEEMA Solutions Group; New York (NY); On-site; USD 145,000 - 185,000; Full time

Job summary

A financial services company in New York is seeking an Assistant Portfolio Manager to support senior portfolio managers with client portfolios and investment strategies. This role involves market analysis, performance tracking, risk management, and client communications. Candidates should have a Bachelor's degree in a related field and 2-4 years of relevant experience. Strong financial analysis skills and proficiency in Excel are essential. This position offers competitive compensation and an opportunity to grow in the investment management field.

Qualifications

• 2-4 years of experience in portfolio management, asset management, or related fields.
• Ability to handle multiple tasks in a fast-paced, deadline-driven environment.
• Interest in global markets, asset classes, and emerging investment trends.

Responsibilities

• Support execution of investment strategies and optimize asset allocation.
• Perform extensive research on financial markets and economic conditions.
• Monitor and report on portfolio performance and adjust strategies.

Skills

Financial analysis

Communication skills

Excel proficiency

Problem-solving

Team collaboration

Education

Bachelor’s degree in Finance, Economics, Business, or related discipline

CFA Level I or II (preferred or in progress)

Tools

Investment software and tools

Job description

A financial services company in New York is seeking an Assistant Portfolio Manager to support senior portfolio managers with client portfolios and investment strategies. This role involves market analysis, performance tracking, risk management, and client communications. Candidates should have a Bachelor's degree in a related field and 2-4 years of relevant experience. Strong financial analysis skills and proficiency in Excel are essential. This position offers competitive compensation and an opportunity to grow in the investment management field.