72 applicants

Overview

Company

Original Job Post

Insight Investment · 2 days ago

Associate Portfolio Manager

San Francisco Bay Area

Full-time

Hybrid

Mid Level

$110K/yr - $130K/yr

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Investment Management

Hiring Manager

Helen Shankaradasan (Owen)

Insider Connection @Insight Investment

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Daily analysis of portfolio risk on multiple systems, ensuring alignment with target model exposures and benchmark exposures

Understanding and vetting model outputs and their relation to portfolio target exposures

Daily detailed, complex portfolio performance attribution

Trade proposal, construction, and implementation for cash flows and portfolio rebalancing

Responding to client inquiries with portfolio and market analysis

Assisting in pitchbook presentation creation

Qualification

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Fixed income securitiesCFADeadline managementCollaborativeQuantitative skillsPythonBloombergExcelProblem-solvingHard-workingFlexibleDetail-orientedIndependentTeam playerInquisitiveCommunicative

Required

Experience and interest in fixed income securities and markets.

CFA or working towards the CFA would be viewed favourably.

Flexible and comfortable with changing priorities depending on workload and team priorities.

Execution and detail oriented whilst working under pressure and to tight deadlines.

Able to work well independently, and take direction as required.

Congenial team player: we believe in a flat hierarchy where we are respectful of one another and all pitch in to help each other.

Inquisitive and comfortable asking questions to achieve end results.

Excellent communication skills, both written and verbal.

Quantitative skills, preferably including Python, Bloomberg, and Excel.

Company

Insight Investment

WELCOME TO INSIGHT INVESTMENT We are a specialist asset manager focused on designing innovative investment solutions to meet the needs of It is a sub-organization of BNY Mellon.

Founded in 2002