Asset Mgmt Portfolio Management Analyst (Equities) - New York, NY

Military Spouse Corporate Career Network•New York, NY

1d•Onsite

About The Position

This role supports senior US Equity investors—primarily Portfolio Managers—who run large, complex mandates across multiple products and investment strategies. The role provides exposure to institutional portfolio construction, risk management, and the operational mechanics that enable scalable, client-aligned execution. As a Portfolio Management Program Analyst in the US Equities team, you will help drive day-to-day portfolio activities while building deep knowledge of the team’s investment engine, including its philosophy, process, research inputs, and the practical mechanics required to manage institutional-scale portfolios. In this role, you will operate as a trusted partner to Portfolio Managers—owning core analytics, monitoring, and execution support that helps keep portfolios aligned with intent, constraints, and evolving market conditions.

Requirements

Support senior US Equity investors
Manage large, complex mandates
Institutional portfolio construction
Risk management
Operational mechanics
Client-aligned execution
Day-to-day portfolio activities
Investment engine knowledge (philosophy, process, research inputs)
Manage institutional-scale portfolios
Trusted partner to Portfolio Managers
Core analytics
Monitoring
Execution support
Alignment with intent, constraints, and evolving market conditions

Responsibilities

Partner closely with senior US Equity investors to support the ongoing management of large mandates across a range of strategies and client objectives.
Ensure portfolios remain aligned with investment intent, risk parameters, and implementation requirements.
Build expertise in the team’s investment engine by developing a strong understanding of the end-to-end investment process, including portfolio construction, risk management, and performance attribution.
Support Portfolio Managers with portfolio implementation activities, including assisting with order workflows and contributing to portfolio and market monitoring.
Ensure implementation is accurate, timely, and consistent with portfolio guidelines and investment objectives.
Assist with new client onboarding and portfolio transitions by reviewing account guidelines, restrictions, and required constraints.
Contribute to transaction and tax-cost analysis and support investment performance reviews to ensure portfolios are implemented thoughtfully and efficiently.
Continuously monitor portfolio positioning, exposures, and key trends, incorporating relevant market developments and news to inform the team’s decision-making.
Connect market activity to portfolio implications in a clear, actionable way.
Deliver rigorous, insight-driven analysis to Portfolio Managers, helping to inform investment decisions and portfolio strategy.
Identify what is changing, why it matters, and what actions may be required.
Proactively identify risks, gaps, and process improvement opportunities—especially in response to evolving markets, new information, or observed operational friction.
Recommend practical enhancements to strengthen decision-making, controls, and repeatability.