Associate Portfolio Manager & Trader (SMA)

Vident Asset Management; Alpharetta (GA); In loco; USD 110.000 - 170.000; Tempo pieno

Vantaggi offerti da questo lavoro

Daily paid lunch onsite

EAP and telehealth

Descrizione del lavoro

Vident Asset Management in Alpharetta, GA seeks an Associate Portfolio Manager/Trader to support the SMA business, conduct product research, and execute trades. The role involves assisting Portfolio Managers, optimizing portfolios, and onboarding new clients, with a focus on accuracy and timely delivery.

You will contribute to performance analysis, reporting, and cross-team collaboration, leveraging portfolio construction techniques and risk analytics in a dynamic environment.

Competenze

• Bachelor's degree in Finance, Engineering, CS or similar.
• 5+ years of experience in investment management.
• Interest in pursuing CFA/FRM or FINRA Series 65 exam.
• Hard-working and eager to learn in a fast-paced, innovative environment.

Mansioni

• Support SMA portfolio management including account setup, daily reconciliation, model creation and maintenance.
• Execute trades approved by Portfolio Managers or senior team members.
• Enhance product trade workflow and portfolio monitoring functions.
• Monitor index changes and curate buy lists for corporate actions.
• Support client requests from proposals to reporting.
• Perform quarterly AUM and client reporting.

Conoscenze

Investment management

Portfolio construction

Analytical skills

Communication

Formazione

Bachelor's degree in Finance, Engineering, CS or similar

Strumenti

Bloomberg Port

Orion

Excel

Microsoft Office

Descrizione del lavoro

Vident Asset Management in Alpharetta, GA seeks an Associate Portfolio Manager/Trader to support the SMA business, conduct product research, and execute trades. The role involves assisting Portfolio Managers, optimizing portfolios, and onboarding new clients, with a focus on accuracy and timely delivery.

You will contribute to performance analysis, reporting, and cross-team collaboration, leveraging portfolio construction techniques and risk analytics in a dynamic environment.