Associate | Portfolio Management

One-Capital-Management,-LLC-1; Westlake Village (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

The Associate is responsible for optimizing portfolios and initiating equity and fixed-income trades under guidance from the research teams, portfolio targets, and account management guidelines. Implements investment decisions for individual client accounts and ensures strategy is applied across holdings.

You will monitor accounts daily, review client guidelines, address requests, and manage cash flows, liaising with senior portfolio managers, compliance, sales/trading, and investment

Qualifications

• Bachelor’s degree required.
• 2 years’ experience in a relevant professional capacity preferred.
• Strong analytical ability with solid quantitative skills.
• Proven problem-solving skills are essential.
• Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment.
• Effective written and verbal communication and interpersonal skills.
• Ability to work independently while collaborating as a team.

Responsibilities

• Implement investment decisions for individual client accounts.
• Day to day monitoring of equities, fixed income, and cash positions.
• Invest new accounts, apply client guidelines, address client requests, and manage cash flows.
• Liaise with senior portfolio managers, compliance, sales/marketing, trading, and investment operations.
• Utilize portfolio management tools and optimization techniques.
• Participate in project-based initiatives for Global Portfolio Management group and clients.

Job description

Description

The Associate is responsible for optimizing portfolios and initiating equity and fixed-income trades based on guidance from the research teams, portfolio targets, and account management guidelines. Associates ensure that portfolio strategy is applied to individual client accounts by demonstrating a deep understanding of investment services and operational policies and procedures.

Essential responsibilities include but are not limited to:

• Implementing investment decisions for individual client accounts.
• Day to Day monitoring the accounts' equity, fixed income, and cash positions.
• Investing new accounts, reviewing, applying client guidelines, addressing client requests, and managing client cash flows.
• Liaising with other departments internally, including senior portfolio managers, compliance, sales/marketing, trading, and investment operations.
• Utilizing various quantitative portfolio management tools, including portfolio optimization techniques.
• Project-based initiatives for Global Portfolio Management group, Senior Portfolio Managers, research teams, and clients.

Requirements

The candidate must have a bachelor’s degree. 2 years’ experience in a relevant professional capacity preferred. He or she is required to have strong analytical ability with solid quantitative skills. Proven problem-solving skills are essential. Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment required. He or she should also possess effective communication skills (both written and verbal) and interpersonal skills. He or she must be comfortable working independently while collaborating as a team.