Mach Partners · 5 hours ago
Portfolio Associate
Charlotte, NC
Full-time
Hybrid
New Grad, Entry LevelMach Partners is a prestigious investment firm looking to grow. They are seeking a Portfolio Associate to partner with Trading and Middle Operations teams, oversee trade settlement, and support investor coverage and marketing groups.
Staffing & Recruiting
Responsibilities
Partner with Trading and Middle Operations teams to coordinate complex and varied tasks
Oversee daily trade settlement and corporate actions workflow across multiple asset classes
Support Investor Coverage and Marketing groups
Create, update, and review investor reporting packages
Create and review risk and attribution reports for PMs and trading desk
Work and collaborate with Investor Coverage, Trading and Legal Teams
Accountable for independently managing projects from beginning to end
Qualification
Required
Partner with Trading and Middle Operations teams to coordinate complex and varied tasks
Oversee daily trade settlement and corporate actions workflow across multiple asset classes
Support Investor Coverage and Marketing groups
Create, update, and review investor reporting packages
Create and review risk and attribution reports for PMs and trading desk
Work and collaborate with Investor Coverage, Trading and Legal Teams
Accountable for independently managing projects from beginning to end
Company
Mach Partners
Mach Partners is a leading staffing firm focused on delivering top Private Equity, Technology, Financial Services, Hedge Fund, Real Estate, Operations, Accounting, and Alternative Investments professionals.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase