Senior Portfolio Management Analyst

Elkho Group • Mount Lebanon Township, PA

92d

About The Position

You will manage capital markets portfolios and investments across global equities, fixed income, and derivatives markets. Monitor portfolio positions and propose entry, exit and replacements based on fundamental research as well as technical analysis. Propose new trade ideas in global equities and fixed income within portfolio parameters. Review and monitor portfolio risk related metrics such as leverage, FX and asset class exposure and separately track portfolio Cash Flows. Monitor financial markets and portfolio related news flow to report to the investment committee on a regular basis. Prepare trade execution orders for capital markets to be sent to the trading desks. Analyze and monitor portfolios’ tactical and strategic allocations, propose adjustments where necessary as well as opportunities/techniques to hedge portfolio risks. Prepare research notes for portfolio management team related to macro/microeconomics, forex, commodities, interest rates, as well as portfolio reports, performance summaries, and market commentary for internal and client use.

Requirements

• 4-5 years of investment management experience, including an experience in capital markets investments and research.
• Good understanding of risk management methodologies.
• Bachelor’s degree in a relevant field.
• Fluent in written and spoken English and Arabic.
• Experience working with Financial Data Terminals (i.e., Bloomberg Terminal, Refinitiv Eikon, and/or FactSet Workstation).
• Strong knowledge about global financial markets and macroeconomics.
• Willing to grow in this industry in the long term.
• Ability to get the work done within deadlines.
• Ability to prioritize multiple responsibilities to meet business deliverables.
• Analytically minded with strong problem-solving skills.
• Strong understanding of investment markets and settlement.
• Strong understanding of portfolio NAV calculations.
• Strong in MS Windows applications, specifically Excel and Power Point.
• Willing to assume responsibility and take ownership of tasks assigned.

Nice To Haves

• Performance measurement experience.
• CFA level 1 passed (or enrolled into CFA program).

Responsibilities

• Manage capital markets portfolios and investments across global equities, fixed income, and derivatives markets.
• Monitor portfolio positions and propose entry, exit and replacements based on fundamental research as well as technical analysis.
• Propose new trade ideas in global equities and fixed income within portfolio parameters.
• Review and monitor portfolio risk related metrics such as leverage, FX and asset class exposure and separately track portfolio Cash Flows.
• Monitor financial markets and portfolio related news flow to report to the investment committee on a regular basis.
• Prepare trade execution orders for capital markets to be sent to the trading desks.
• Analyze and monitor portfolios’ tactical and strategic allocations, propose adjustments where necessary as well as opportunities/techniques to hedge portfolio risks.
• Prepare research notes for portfolio management team related to macro/microeconomics, forex, commodities, interest rates, as well as portfolio reports, performance summaries, and market commentary for internal and client use.

What This Job Offers

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