Become an Associate focused on trading strategies in portfolio management. Collaborate effectively with portfolio managers in a primarily in-office setting to enhance investment processes.
This role centers on supporting the trading execution and operational efficiency within a range of client accounts. You will develop an understanding of portfolio management software while assisting in research tasks. Strong communication and problem-solving skills are essential to build relationships and address client inquiries efficiently.
Key Responsibilities: • Collaborate to implement portfolio trading strategies • Analyze and improve custodial software efficiency • Oversee daily trading strategy execution • Assist portfolio managers with research tasks • Foster positive relationships within the organization
Requirements: • Bachelor's degree is mandatory • Completion of Level 1 CFA program • 2 years of experi...