Portfolio Associate Team Overview

Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm’s global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.

Position Development Value:

  • Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm
  • A broad range of opportunities to collaborate with talented colleagues
  • Learning environment focused on key buy-side portfolio risk and return principles
  • Constructive feedback to foster career growth in addition to a formal annual review process


  • Candidate will focus mainly on operational implementation of systematic quant strategies
  • Utilizing proprietary risk systems for monitoring of portfolio exposures
  • Understand the systematic trade lifecycle, escalate and resolve operational issues
  • Collaboration with Traders, Portfolio Managers and Technology across regions
  • Perform day-to-day monitoring of an automated trading system
  • Triage problems (e.g. trading outages, market data issues, etc.), and manage the control mechanisms of the trading system
  • Coordination of daily responsibilities handover across time zones
  • Responding to ad hoc requests from the Portfolio Management team


  • Good understanding of quantitative investment models and prior quant/systematic trading support experience are preferred
  • Intermediate level understanding of execution algos and Trade Cost Analysis (TCA)
  • Market Data services and implementation
  • Fixed Income transactional knowledge across exchange traded derivatives and currencies
  • Strong academic background in a technical field from a leading, accredited college or university
  • Good understanding of fixed income and equities including knowledge of most cash and derivative instruments
  • Good understanding of interest rates, foreign exchange, credit and equity derivatives; proven knowledge of Option Greeks; familiarity with rolls and expiry processes
  • Outstanding communication skills are required to operate in a complex financial environment
  • Excel “power user” – SQL, VBA and programming skills in multiple languages are preferred
  • Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
  • Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment
  • Ideal candidate will have Master’s degree in a technical field plus 2-3yrs of work experience