Associate Portfolio Manager

Employer Industry: Asset Management and Financial Services

• Salary up to $245,997 per year
• Comprehensive benefits package including 11 paid holidays, paid vacation, medical, vision, and dental insurance
• 401K with a generous match and pension plan
• Tuition reimbursement and banking discounts
• Opportunity for career advancement and growth within the organization
• Supportive and collaborative work environment

• Stay informed about global market trends, regulatory developments, and emerging risks to adapt research priorities
• Identify, evaluate, select, and manage relationships with external investment management firms
• Maintain internal databases on outside investment management firms to facilitate information flow
• Participate in the collection, analysis, and interpretation of complex data on various investment classes
• Produce high-quality research notes, commentaries, and presentations with a focus on accuracy and clarity

• Master’s degree or higher in finance, economics, business, or related field; CFA or equivalent designation preferred
• 8+ years of experience in investment research
• Deep understanding of global capital markets, investment vehicles, and asset allocation strategies
• Strong analytical skills with expertise in quantitative and qualitative research methodologies
• Excellent written and verbal communication skills, able to convey complex concepts clearly

• Experience with proprietary research tools, frameworks, and models for evaluating investments
• Proven ability to embrace a culture of continuous improvement and innovation within a research team
• Familiarity with new technologies, data sources, and methodologies to enhance research capabilities

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.