Multi-Asset PM

Position: Multi-Asset PM Roles
These roles are with an investment manager's NYC-based Multi-Asset team delivering investment solutions to clients using Mutual Funds/ETFs/open architecture, covering equity/fixed income/alternative asset classes.

They are primarily remote, but with the expectation of coming into the NYC office 1-2 days per week or bi-weekly, depending on team needs.

Total compensation for these roles will start in the $160-200k+ range, with flexibility for the senior role based on experience level.

1) Associate Portfolio Manager | NYC

Responsibilities:

Contribute investment ideas/insights/recommendations on market related topics during strategy discussions/portfolio management meetings

Provide innovative global macro research across multiple asset classes with emphasis on equities

Develop new tools for portfolio management/investment opportunity identification

Participate in daily portfolio management/construction and risk management process; use quantitative methods to manage/analyze data sets and generate insights

Articulate specifics of investment process/thinking to other departments in a logical/consistent manner

Requirements:

Bachelor's degree;
Master's degree and/or CFA preferred

5+ years' direct experience in asset management/capital markets research at a hedge fund or sell side trading desk

Strong technical skills; background in macroeconomics/capital markets/statistics/econometrics, or other relevant technical discipline

Experience in portfolio construction/risk management preferred

Strong understanding of financial markets and drivers of returns across major asset classes; ability to create unique investment research, synthesize insights, and generate investment views; excellent written/verbal communication skills; experience writing about markets/investment-related topics; ability to create culture of collaboration and proactively seek/embrace opportunities to work across departments/teams

Experience with scripting languages (Python) or willingness to learn

2) Junior Portfolio Manager | NYC

Responsibilities:

Manage day-to-day portfolio management/construction and risk management processes; strategy implementation from systems/execution/strategy to client reporting

Contribute investment ideas/insights/recommendations on market related topics during strategy discussions/meetings

Develop new tools for portfolio management/investment opportunity identification/performance and attribution tracking; create process efficiencies

Use quantitative methods, applied statistics, financial engineering, and machine learning/AI to build/manage portfolio optimization tools/frameworks, manage data sets, and generate insights

Requirements:

Bachelor's degree;
Master's degree preferred but not required; CFA or progress toward completion preferred

2+ years investment related experience including deriving actionable insights from complex or ambiguous data

Experience working with relational databases (SQL Server/Postgres/Oracle), scripting languages (Python) to automate processes/integrate systems, and visualization/BI tools (Tableau/Qlik View/Power BI) is a plus

Strong understanding of risk factors that drive investment performance; demonstrated ability to work independently/as part of team; strong ability to communicate complex ideas effectively using data visualization, in-person/virtual presentations, and written/verbal communications)