Associate Portfolio Manager (Bay Area, CA, Hybrid)
About The Position
As an Associate Portfolio Manager on the Investment Management Team, you’ll play a pivotal role supporting senior investment professionals in the development and oversight of investment products and processes to help our clients achieve their financial goals. This is an opportunity to work in a fast-paced and highly collaborative environment, applying your knowledge of finance, investment operations, and product development to develop scalable solutions for clients. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this role, we are seeking a candidate who loves diving into data, solving complex problems, and finding smarter ways to do things. If you’re passionate about building strong processes and bringing analytical insights to portfolio management, this might be the role for you!
Requirements
- BA/BS with strong analytical and quantitative skills and an excellent academic record
- 5+ years relevant experience in the investment management industry preferred.
- Strong technical and programming skills, including advanced Excel, SQL, Python for automation and analysis, and data visualization tools such as Tableau and QuickSight.
- Good understanding of portfolio theory and knowledge of financial instruments.
- Familiarity and experience with trading operations, retail wealth management, or retirement plans a plus.
- Excellent communication and interpersonal skills, and ability to interact with business partners, investment management partners, planners and others
Responsibilities
- Work with researchers, product and technology, and operations teams to help build, test, and implement new investment strategies
- Assist in the design and creation of processes and tools to support and scale the portfolio management function
- Work with wealth planning professionals to develop and manage customized strategies for retail clients
- Perform ongoing reviews and analysis of our clients’ customized portfolio strategies
- Help evaluate and ensure the quality of our investment advice and transactions
Benefits
- discretionary bonus
- health
- dental
- other wellness plans
- 401(k) contributions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
