Asset Management Portfolio Management Associate; Derivatives

The Asset Management Derivatives (AMD) Portfolio Management team manages derivatives-based investment mandates for both internal and external clients across the globe. Our investment strategies are organized around four pillars: enhanced income, downside hedging, principal protection, and liability management.

As an Portfolio Management Associate (Derivatives) within the Asset Management Derivatives team, you will be a valued team member assisting portfolio managers with the day-to-day implementation and analysis of various derivative-based portfolios. You will collaborate closely with portfolio managers, investment specialists, AMD product owners, and various support and operations groups.

• Implement derivative-based investment strategies by monitoring cash flows, generating orders, coordinating trade execution with traders, and tracking portfolio drift vs targets.
• Work cross functionally to increase efficiencies, improve tools and processes, and work on strategic projects.
• Contribute to global portfolio management team discussions, strategy meetings, and team priorities.
• Provide research and analysis of portfolio holdings, key risk metrics, and new investment strategy ideas.
• Communicate investment performance, positioning, and investment views to internal and external stakeholders.
• Actively represent the team's philosophy and process to internal and external stakeholders.

• 3+ years of industry experience with a focus on derivatives portfolio management, trading, investment strategy, or investment process support.
• Strong aptitude and enthusiasm for desktop technology and productivity tools, including Excel, VBA, Python, and other programming languages used in quantitative analysis and research.
• Proficiency in Bloomberg, PowerPoint, and Excel.
• Strong work ethic, detail oriented, eagerness to learn and take initiative within a global PM team.
• Demonstrated interest in markets and derivatives.
• Aptitude to identify and minimize investment, operational, and business risk; awareness of market, credit, and liquidity risk in derivatives.
• Bachelor’s degree in Business, Finance, Mathematics, Computer Science, Engineering, Economics, or a related field.

• Experience with portfolio management tools (Investor Tools, Perform, Bloomberg, Spectrum, Aladdin).
• Experience managing or working with Separately Managed Accounts (SMAs).
• Experience trading derivatives or managing derivatives-based strategies.
• Experience working with middle office, product management and technology.
• Post graduate degree or CFA designation.