Assistant Portfolio Manager

Initio Capital; 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

Full-time, Part-time, Contract, Temporary, Internship, Casual

Remote | New York, NY, United States

Location: New York, NY

Employment Type: Full-Time

Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Assistant Portfolio Manager position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with entry-level to mid-level portfolio management roles. Actual openings vary depending on employer needs.

For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment

Position Overview

As an Assistant Portfolio Manager at Initio Capital, you will assist senior portfolio managers in managing client portfolios, executing investment strategies, and optimizing asset allocation. Your role will involve analyzing market trends, assisting in investment decisions, and supporting day-to-day portfolio management activities. This position is ideal for individuals looking to develop their career in investment management with hands-on experience in portfolio strategy and performance tracking.

Key Responsibilities

Portfolio management support: Work closely with senior portfolio managers to execute investment strategies, optimize asset allocation, and achieve client financial goals.

Market research & analysis: Perform extensive research on financial markets, securities, economic conditions, and investment opportunities to support decision-making.

Performance tracking: Monitor and report on portfolio performance, adjusting strategies based on performance, market shifts, and client objectives.

Risk management: Assist in managing and identifying risk across portfolios, ensuring alignment with clients\' risk profiles and investment guidelines.

Financial modeling & reporting: Build and maintain financial models, helping to generate reports and presentations for senior management and clients.

Client communications & presentations: Prepare investment reports, presentations, and updates for clients, summarizing portfolio performance, market outlook, and investment strategies.

Collaborate with cross-functional teams: Support collaboration between internal research teams, senior managers, and external stakeholders to ensure comprehensive investment strategies.

Continuous learning: Stay up-to-date with financial news, industry trends, and regulatory changes to enhance investment strategies and portfolio performance.

Preferred Qualifications

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

CFA Level I or II (preferred or in progress)

2-4 years of experience in portfolio management, asset management, or related fields

Proficiency in financial analysis, with strong skills in Excel, financial modeling, and performance metrics

Experience with investment software and tools for asset allocation, risk management, and performance tracking

Ability to handle multiple tasks in a fast-paced, deadline-driven environment while maintaining attention to detail

Excellent communication skills, with the ability to present complex financial information clearly to clients and senior leadership

Team player with a collaborative mindset, able to contribute to cross-functional teams and work effectively in a collective environment

Strong problem-solving abilities and a proactive approach to identifying and addressing investment opportunities and risks

Interest in global markets, asset classes, and emerging investment trends

About the Career Launch AI Talent Network

The Career Launch AI Talent Network provides job seekers with tools and resources to pursue Assistant Portfolio Manager roles, including:

Skills-based role matching

Assistance with resume optimization and customization

General guidance on outreach to hiring teams

Interview preparation for portfolio management and investment strategy assessments

To learn more or express interest in investment management roles, visit: https://initiocapital.com/assessment