Portfolio Associate

AAFMAA Wealth Management & Trust LLC; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

AAFM A Wealth Management & Trust LLC is seeking a Portfolio Associate to join our investment team. The role targets recent graduates or early-career professionals to gain hands-on experience in portfolio management, investment research, and client portfolio construction.

You will work with Portfolio Managers to execute trades, monitor risk, and prepare performance reports, gaining exposure to capital markets, strategy, risk management, and daily asset management.

Qualifications

• Bachelor's degree in economics, mathematics, engineering, or related field.
• Strong academic record and analytical capabilities.
• Advanced proficiency in Microsoft Excel.
• Strong quantitative, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication abilities.
• Demonstrated interest in investing, financial markets, and economics.

Responsibilities

• Execute trades in support of active portfolio shifts, cash inflows and changing liquidity needs.
• Review portfolio allocations relative to investment guidelines and model targets.
• Monitor cash positions, inflows, outflows, and liquidity needs.
• Conduct quantitative and qualitative research as directed in support of asset allocation and security selection decision-making.
• Analyze and maintain database of economic and market indicators.
• Prepare investment memoranda and presentation materials for internal discussions.
• Produce portfolio risk analytics and performance attribution reports.
• Generate recurring reports for clients, investment committees, and management.
• File required periodic SEC reports and submissions for GIPS compliance.
• Become primary expert on investment databases and portfolio management systems.
• Utilize Excel, Bloomberg and similar tools to gather and analyze data.
• Work closely with Portfolio Managers, Analysts, Operations, and Client Service teams.
• Participate in investment committee meetings and research discussions.

Skills

Analytical skills

Problem-solving

Critical thinking

Written & verbal communication

Interest in investing

Education

Bachelor's degree in Economics/Math/Engineering/CS

Tools

Excel

Bloomberg

Python

VBA

R

Job description

We are seeking a highly motivated and intellectually curious Portfolio Associate to join our investment team. This role is ideal for a recent college graduate or early-career professional seeking hands-on experience in portfolio management, investment research, and client portfolio construction.

The Portfolio Associate will work directly with Portfolio Managers and senior investment professionals to execute trades, monitor portfolio risk, prepare performance attribution reports, and conduct both quantitative and fundamental market research. This position offers significant exposure to financial markets, investment strategy, risk management, and the day-to-day management of client assets.

Successful candidates will possess strong analytical skills, exceptional attention to detail, a passion for investing, and a desire to build a long-term career in asset management.

Key Responsibilities

• Execute trades in support of active portfolio shifts, cash inflows and changing liquidity needs
• Review portfolio allocations relative to investment guidelines and model targets.
• Monitor cash positions, inflows, outflows, and liquidity needs.

Investment Research

• Conduct quantitative and qualitative research as directed in support of asset allocation and security selection decision-making.
• Analyze and maintain database of economic and market indicators.
• Prepare investment memoranda and presentation materials for internal discussions.

Analytics & Reporting

• Produce portfolio risk analytics and performance attribution reports.
• Generate recurring reports for clients, investment committees, and management.
• File required periodic SEC reports and submissions for GIPS compliance

Data & Process Improvement

• Become primary expert on investment databases and portfolio management systems.
• Utilize Excel, Bloomberg and similar tools to gather and analyze data.
• Work closely with Portfolio Managers, Analysts, Operations, and Client Service teams.
• Participate in investment committee meetings and research discussions.

Qualifications

Required

• Bachelor's degree Economics, Mathematics, Engineering, Computer Science, or related field.
• Strong academic record and demonstrated analytical capabilities.
• Advanced proficiency in Microsoft Excel.
• Strong quantitative, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication abilities.
• Demonstrated interest in investing, financial markets, and economics.

Preferred

• Familiarity with portfolio theory, asset allocation, fixed income, or equity analysis.
• Experience with Bloomberg or similar investment platforms.
• Python, VBA, R or similar coding languages.
• Experience using AI models for coding and investment analysis