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Associate Portfolio Manager

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Company: One Capital Management

Location: Westlake Village, CA

Date Posted: August 2, 2014

Source: Doostang

Specific responsibilities may include: Implementing investment decisions for individual equity accounts Job Requirements The ideal candidate will have a bachelors degree (Finance or Economics preferred) with two plus years industry-related experience Utilizing various quantitative portfolio management tools, including portfolio optimization techniques Investing new accounts, reviewing and applying client guidelines, addressing client requests, and managing client cash flows This is an exciting and challenging opportunity for someone with a willingness to learn Day to Day monitoring of equity, fixed income and cash positions in the accounts Associate Portfolio Managers are responsible for ensuring that portfolio strategy is applied to individual client accounts by demonstrating a deep understanding of investment products and operational policies and procedures Ideally we are interested in candidates that have strong analytical ability with solid quantitative skills Liaising with other departments internally, Senior Portfolio Managers, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations The Associate Portfolio Manager will ...

Specific responsibilities may include: Implementing investment decisions for individual equity accounts Job Requirements The ideal candidate will have a bachelors degree (Finance or Economics preferred) with two plus years industry-related experience Utilizing various quantitative portfolio management tools, including portfolio optimization techniques Investing new accounts, reviewing and applying client guidelines, addressing client requests, and managing client cash flows This is an exciting and challenging opportunity for someone with a willingness to learn Day to Day monitoring of equity, fixed income and cash positions in the accounts Associate Portfolio Managers are responsible for ensuring that portfolio strategy is applied to individual client accounts by demonstrating a deep understanding of investment products and operational policies and procedures Ideally we are interested in candidates that have strong analytical ability with solid quantitative skills Liaising with other departments internally, Senior Portfolio Managers, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations The Associate Portfolio Manager will support the Senior Portfolio Management Team Strong attention to detail with the ability to multitask and prioritize in a deadline driven environment required Required experience: 2
- 5 years Minimum required education: Bachelor's Degree Job category: Project based initiatives for Global Portfolio Management group, Senior Portfolio Managers, research teams, and clients Proven problem solving skills are essential APM will be required to become registered with Series 65 license within three months of start dateWe are looking for an Associate Portfolio Manager for our Portfolio Management group to support the Senior Portfolio Management team and Investment Policy Group in the translation of portfolio strategy across client accounts The APM is responsible for optimizing portfolios and initiating equity trades based on guidance from the research teams, model portfolio targets, and account management guidelines Candidate must be comfortable working independently while also collaborating as part of a team

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