Associate Portfolio Manager Job Description
Associate portfolio manager
provides PMO support to the portfolio and manage end to end financial planning and reporting for servicing capabilities organization.
Associate Portfolio Manager Duties & Responsibilities
To write an effective associate portfolio manager job description, begin by listing detailed duties, responsibilities and expectations. We have included associate portfolio manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Monitors financial markets to assist the portfolio manager in evaluating and developing investment objectives and guidelines for clients
Perform daily portfolio management tasks
Use market experience and knowledge to contribute to system and process development
Provide subject matter expertise working with Strategy and Legal and Compliance teams to draft and approve client guidelines
Collating and compiling a variety of management information reports
Support for management and client-facing groups in research and ad-hoc requests
Conduct research on China rates market / credit market/ macro economy, provide research to support the onshore RMB portfolio management
Portfolio Management of the Chinese Renminbi separately managed accounts under the guidance of seniors members within GLM team
Back up trades( interbank and also exchange market) on behalf of funds and clients’ accounts, in accordance with accounts guideline constraints if needed
Responsible for writing of market reviews, performance commentary and market outlook
Associate Portfolio Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate Portfolio Manager
List any licenses or certifications required by the position: PMP, CFA, MBA, FRM
Education for Associate Portfolio Manager
Typically a job would require a certain level of education.
Employers hiring for the associate portfolio manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Economics, Accounting, Business, MBA, Management, Communication, Computer, Engineering, Education
Skills for Associate Portfolio Manager
Desired skills for associate portfolio manager include:
Credit assessment
Financial markets and portfolio management theory
HSBC’s Business Banking products and services
HSBC’s Group capabilities and CMB’s proposition and product capabilities
Financial markets
Capabilities and policies so they are able to resolve and service the customer in a timely manner
HSBC’s international and domestic strategy
Excel
Businesses
Customers
Desired experience for associate portfolio manager includes:
Work with many groups including operations, IT, shareholder services and external custodians for both day-to-day issues longer term projects
Perform ongoing due diligence and monitoring portfolio positions, and communicating market & portfolio updates to the global PM, Sales and Distribution teams
Fluency in verbal and written English and Chinese will be key to this role
Self-motivated, well organized and strong attention to detail
Good ability to build and maintain professional relationships
Relevant market and industry knowledge would be preferred
Associate Portfolio Manager Examples
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Associate Portfolio Manager Job Description
Job Description Example
Our company is growing rapidly and is looking for an associate portfolio manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate portfolio manager
- Research index events and evaluate trading opportunities
- Explaining product offerings to clients, including objectives, expected performance, risks and structure
- Coordinates the execution of all block trades (i.e., allocates partial trades, researches and resolves trade issues, completes trade tickets, and keeps records of trade activity)
- Coordinates trading and oversees administration of all custody and non-custody accounts
- Analyzes and prepares reports of cash flow analysis to ensure adherence to trust agreements
- Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution of complex situations
- Proactively participate in regional/national projects that seek to continuously improve upon client solutions operation efficiencies
- Ensure client portfolios are structured and managed within parameters outlined in the Investment Policy Statement
- Manage and execute repo financing for multiple asset classes across GSAM’s Global Fixed Income hedge fund, mutual fund, and insurance complex
- Advise portfolio management sector teams on optimal funding structures to achieve portfolio objectives and maintain desired investment strategies
Qualifications for associate portfolio manager
- A minimum of two years’ experience in the separately managed account business and 3-5 years in the financial services industry is expected
- With ever increasing competitive pressure, and the need to drive income growth consistently, there is a need to show resolute strength in transacting high quality business
- Solid practical understanding of real estate investment concepts – appreciation of broader investment (stocks, bonds ) concepts a plus
- The successful candidate will be a self-starter, highly motivated, and goal oriented
- The candidate should possess extensive analytical skills, evidence of ability to master portfolio management skills, and will have a proven aptitude for effective client engagement
- The candidate should possess experience in fixed income investments and have a proven track record of responsibility and attention to detail
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Associate Portfolio Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of associate portfolio manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate portfolio manager
- Support the JPS senior portfolio manager who is based in New York
- In conjunction with the requirements from the senior portfolio manager, create and execute credit relative value and opportunistic investment strategies for the JPS Credit Fund including both investment decisions and execution
- Conduct comprehensive and analytical research to enable attractive risk reward trading of inefficiencies and dislocations across the credit markets
- Consider quantitative, fundamental and technical factors in a systematic manner
- Guard against drawdowns
- Achieve performance targets whilst adhering to limits, risk reward targets and investment guidelines as determined by the JPS CIO and senior JPS portfolio managers
- As directed by JPS senior management, contribute to the ongoing performance, capital raising, reputation and growth of the JPS Alternatives Group, including support and portfolio management for other funds and accounts
- Assisting in the portfolio management and monitoring process
- Collaborating with the broader team to analyze individual credits and securities market trends
- Generating trade ideas and executing trades
Qualifications for associate portfolio manager
- Possess China mutual fund License
- PowerPoint a strong plus
- Management of live strategies
- Analyses of financial time series (e.g., analysis of factor exposures of strategy returns)
- Writing of reports and preparation of material used in client interaction
- Bachelor’s degree and at least 4 years of practical experience in the management of ETFs
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Associate Portfolio Manager Job Description
Job Description Example
Our company is growing rapidly and is hiring for an associate portfolio manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate portfolio manager
- Meeting with internal and external clients
- Participates in transaction underwriting and credit approval issues
- Analyze equity securities for investment purposes
- Monitor investments on a regular basis
- Serve in a global generalist capacity, whereby responsibilities span geographies and industries
- Providing implementation support across all existing funds, including segregated accounts, mutual funds and ETFs
- Analyzing and monitoring portfolio risk, exposure and performance on daily basis
- Following up with Corporate Action & Tax queries for portfolio holdings
- Working with Client Portfolio Managers to deliver periodic client reports, ad-hoc client queries and RFPs
- Working closely with the technology team to enhance our portfolio management systems and infrastructure
Qualifications for associate portfolio manager
- Strong organizational skills, effective at managing time
- Operations/trading background
- Experience managing passive index funds
- General knowledge of index rebalance rules/strategies
- Knowledge of ETF create/redeem process
- Ability to coordinate with various team for exception processing
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Associate Portfolio Manager Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of associate portfolio manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for associate portfolio manager
- Collaborate with IPMs and research teams to help suggest or develop investment solutions, and assist with developing investment policy statements as needed
- Monitor compliance reports and respond to or communicate potential trade errors or security downgrades
- Review client reporting to ensure accuracy of data provided to clients meets the requirements, standards and quality of the client and GAM-US
- Screen trades for impact needs and objectives
- Work on internal projects to increase the efficiency and effectiveness of client service, and assist with ongoing initiatives to continuously improve the client onboarding process within GAM-US
- Complexity and engagement size will be more significant then for Level D personnel
- Support the JPS senior portfolio managers
- In conjunction with the requirements from the senior portfolio manager, create and execute credit relative value and opportunistic investment strategies for the JPS Credit Fund
- Conduct comprehensive and analytical research to quantify trade and fund level risk
- Performing ad hoc analysis on specific companies, portfolios, and investment strategies
Qualifications for associate portfolio manager
- 3+ years’ relevant experience in the industry, research on china rates market/ credit market/ macro economy preferred
- Eagerness to learn about China onshore bond markets and portfolio management and trading strategy
- Team player committed to collective excellence
- Minimum 4 years relevant work experience during which time the candidate will have had trading experience ideally in Fixed Income markets
- Knowledge of investment products, services, and terminology, usually acquired through on the job training, are needed to assist portfolio managers with investment strategies for clients
- Wealth and Money Management experience a plus
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Associate Portfolio Manager Job Description
Job Description Example
Our company is hiring for an associate portfolio manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate portfolio manager
- Prepare company and healthcare industry research and analysis
- Apply market experience and knowledge of index construction to portfolio management and product development
- Support management and client-facing groups in ad-hoc requests
- To maintain strong professional relationships with external trading counterparties internal parties such as credit, risk, operations, legal & compliance…
- Manage BLK Taiwan on-shore Overseas Funds
- Conduct 4-step investment process reports and any other administer affairs in complying with external regulations, rules and internal instructions
- Write up reports for securities in on-shore overseas funds on a quarterly basis to fulfil Taiwan regulatory requirement
- Analyze and report market status of the Taiwan assets management industry
- Participate in Taiwan weekly, monthly and quarterly meetings to share investment viewpoints with peers
- Incorporation with SPM to develop and launch portfolios that focus on the Taiwan on-shore fund market
Qualifications for associate portfolio manager
- 3+ years in fixed income or other highly analytical financial role desirable
- Working knowledge of funding and liquidity preferred
- Operate in a fast paced and demanding environment
- Working knowledge of Bloomberg, Tradeweb, MarketAxess preferred
- Contribute to the risk & control management oversight globally
- Help oversee PAG’s nearly annual budget