Portfolio Associate Team Overview

This role will supervise a team of portfolio associates who specialize in equities. Portfolio Associate team members help to oversee the portfolios on a day to day basis and liaise directly with Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Trade Associate teams across the firm’s global offices. On a day-to-day basis, Portfolio Associates’ primary functions will consist of monitoring risk exposures across portfolios, sizing trades to take risk measures to portfolio managers’ desired target, and managing all other operational aspects of the portfolio. 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 experts 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


  • Key driver in process engineering and development to support the equities Portfolio Management team
  • Monitor the team utilizing proprietary risk systems for monitoring of portfolio exposures vs investment objectives across target portfolios
  • Train associates to coordinate with Cash Management and Equities Finance Group for active Cash and Liquidity requirements
  • Work with Risk Management and Product Specialist Groups on Attribution/Performance Metrics and analysis
  • Assist Portfolio Managers with allocations and trade processing as well as management of trade life cycle events across all products
  • Oversee the coordination with functional teams across the firm for new asset setup, compliance monitoring, account setup and compliance coding, and areas for operational efficiency development
  • Respond to ongoing requests from the Portfolio Management team


  • Training and Suprvisory experience of a Portfolio Analytics team on the buy-side
  • Good understanding of fixed income, equities and derivatives.
  • Outstanding communication skills are required to operate in a complex financial and mathematical environment
  • Excel “power user” – SQL, VBA and programming skills 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