Assistant Portfolio Manager

New Jersey Department of Children and Families; United States; Remote; USD 100,000 - 150,000; Full time

Job summary

A significant role at a leading financial department, focusing on the co-management of global stock ETFs. The position requires engagement in equity research and portfolio management, along with the responsibility for client relations and business development. Candidates should have a strong background in finance and proven investment skills, making significant contributions to the firm’s investment strategies.

Qualifications

• Experience in managing ETFs and client portfolios is essential.
• Strong analytical and communication skills are required.
• Experience in business development and marketing preferred.

Responsibilities

• Co-manage two global stock ETFs, focusing on compliance and investment performance.
• Engage with clients, prepare investment proposals, and monitor accounts.
• Contribute to the investment committee and collaborate with sub-advisors.

Skills

Equity Research

Portfolio Management

Client Engagement

Business Development

Education

Bachelor's Degree in Finance or Related Field

Job description

The primary focus of this role is to co-manage two global stock ETF’s. This includes equity research and portfolio management all conducted within our ethical constraints. The role also involves engagement with corporations, supporting the wealth management investment team, trading and marketing. Travel is required and the person in this position is a member of the firm’s Investment Committee.

Deliverables include:

Investment performance.

Work with your co-portfolio managers on two equity ETFs (one GARP and one Momentum) including compliance documentation.

Support the whole fund family including relationships with sub-advisors.

Marketing - thought leadership through speaking, writing, attending conferences and interfacing with internal and external financial advisors.

Actively contribute to the investment committee.

Support our relationship managers private client engagements including in-person and virtual meetings.

Participate in business development through the preparation and delivery of investment proposals and transition plans for new clients.

Execute investment management policies through the monitoring, rebalancing and trading of client accounts.