Investment Portfolio Associate
85827 Premier international asset management firm in the Boston is actively searching for an
Investment Portfolio Associate to join their global quantitative equity team.
This position is within the Portfolio Construction department of a quantitatively oriented
global equity management firm. The Portfolio Associate will be working to develop and use
leading-edge portfolio construction technology and optimization techniques to construct client
portfolios, as well as to provide sample portfolios and run historical portfolio simulations
for proposed investment strategies. This individual will also be involved with the placement
of substantial program trades with major brokerage firms and with the monitoring and
evaluation of brokers and trade executions.
Participate in departmental process improvement initiatives.
Rebalance client portfolios and conduct preliminary review of resulting portfolios.
Place program trades with brokers.
Monitor and evaluate brokers and trade executions.
Assist product development by producing sample portfolios and running historical portfolio
simulations for proposed investment strategies.
Support portfolio managers, marketing and client servicing by preparing ad-hoc reports.
Assist with currency management.
Perform other duties as assigned.
Master's degree or equivalent education.
3-5 years of relevant experience within the investment industry preferably in equity markets;
enrollment or completion of CFA program a plus.
Experience with scripting or mathematical programming languages.
Knowledge of data sources (Reuters, Bloomberg) a plus.
Demonstrated willingness and ability to learn and maintain relevant technical and/or
Excellent analytical and problem-solving skills.
Strong attention to detail.
To learn more, please contact, Jim Langan, Partner / Manager, Investment and Financial
Services Division at 617-880-3223 (phone) and e-mail your resume to email@example.com .
If you are currently working with a Winter, Wyman consultant, please contact them directly
about this job. If you are not currently working with a Winter, Wyman consultant, please
contact the person who is listed above.