Associate | Portfolio Management

One Capital Management LLC • Thousand Oaks, CA

9h

About The Position

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.

Requirements

• Bachelor's degree
• Strong analytical ability with solid quantitative skills
• Proven problem-solving skills
• Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment
• Effective communication skills (both written and verbal)
• Interpersonal skills
• Comfortable working independently while collaborating as a team

Nice To Haves

• 2 years’ experience in a relevant professional capacity

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level