Junior Portfolio Strategist

One-Capital-Management,-LLC-1; Westlake Village (CA); Vor Ort; USD 110.000 - 160.000; Vollzeit

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Jobbeschreibung

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