BonTrade Trading Job Search | Online Trading Guidance | Learn to Trade Futures, Crude Oil & Forex

Tag: Portfolio

  • Portfolio Accounting Manager

    Apply for Job Here 

    Responsibilities: A leading international financial institution in the King of Prussia area is looking for Portfolio Accounting Managers for 6 plus month contract assignments that could lead to permanent employment. These roles will focus on the managing staff, implementing controls, and work flow improvements. This is an opportunity to work for a highly recognizable firm at a location that is growing rapidly. 

    Senior Portfolio Accountant Responsibilities: 

    • Be responsible for managing the portfolio accounting, performance measurements, and custom reporting as required by the client


    • Be responsible for managing the daily, weekly, and month-end reconciliations as well as market value for multi-currency Equity and Fixed Income Portfolios


    • Be a liaison with clients and account custodians to resolve issues and provide information regarding reconciliation and performance


    • Ensure accuracy of all portfolio and benchmark performance results and monitor performance trends


    • Assist in the creation and implementation of internal controls


    • Make recommendations for the improvement of existing controls and work flows


    • Perform administrative functions as needed


    Job Ref#: 2312~AQG~1112982T1~99

     RequirementsExperience: 

    • A BA degree in Accounting or Finance


    • 8 + years of experience in portfolio or fund accounting


    • Experience with on-boarding of new accounts and account conversions is required


    • Proficient with Excel skills


    • Excellent verbal and written skills


    • Ability to multi-task


    • Ability to manage staff effectively in a fast paced environment under time constraints

    Apply for Job Here 

    Subscribe to Trading Jobs by Email
    Find the latest Trading Jobs here

    View full post on Trading Jobs

  • Asscociate Portfolio Manager – Fixed Income Credit Team

    Apply for Job Here 

    AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AllianceBernstein employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies and alternative investments and, through its subsidiaries and joint ventures, operates in more than 20 countries. AllianceBernstein’s research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities. Through its integrated global platform, AllianceBernstein is well-positioned to tailor investment solutions for its clients. AllianceBernstein also offers independent research, portfolio strategy and brokerage-related services to institutional investors.


    We are looking for a New York based Associate Portfolio Manager to support the senior portfolio management of the Fixed Income Credit Team. The principal function of the Associate Portfolio Manager is to support the senior portfolio management team, ensuring that investment strategies are accurately implemented in the portfolios

    The ideal candidate will have a bachelor’s degree with two to four years’ industry-related experience. Experience with fixed income is preferred. Candidates must possess strong communication, quantitative, analytical and computer skills. Strong attention to detail with the ability to multi-task and prioritize in a deadline driven environment is vital to this role. This is an exciting and challenging opportunity for someone with a willingness to learn.


    The Associate Portfolio Manager works as part of a team supporting senior portfolio managers. Specific responsibilities may include:
    • Monitor portfolios’ position weights and risk analytics compared to benchmarks and targets.  Highlight deviations and enter orders to rebalance portfolios.
    • Construct trade orders to be executed.
    • Monitor portfolio positions and trade orders for compliance with client guidelines.
    • Generate purchase or sell orders to meet client contributions or withdrawals.
    • Manage portfolio cash balances and ensure cash balances are consistent with product guidelines and current investment strategy.
    • Review proposed guideline amendments, custodial changes,  and other activities that may impact accounts
    • Review and resolve any potential post trade compliance breaches.
    • Liaise with other departments internally, including Legal/Compliance, Sales/Marketing, Investment Operations, and other Investment Teams.
    • Understand investment decisions derived from Credit strategy meetings with respect to implementation activities

    Submit cover letter and CV to www.alliancebernstein.com/careers search by Job ID 4739
     Requirements

    The ideal candidate will have a bachelor’s degree with two to four years’ industry-related experience. Experience with fixed income is preferred. Candidates must possess strong communication, quantitative, analytical and computer skills. Strong attention to detail with the ability to multi-task and prioritize in a deadline driven environment is vital to this role. This is an exciting and challenging opportunity for someone with a willingness to learn.
    The Associate Portfolio Manager works as part of a team supporting senior portfolio managers. Specific responsibilities may include:
    • Monitor portfolios’ position weights and risk analytics compared to benchmarks and targets.  Highlight deviations and enter orders to rebalance portfolios.
    • Construct trade orders to be executed.
    • Monitor portfolio positions and trade orders for compliance with client guidelines.
    • Generate purchase or sell orders to meet client contributions or withdrawals.
    • Manage portfolio cash balances and ensure cash balances are consistent with product guidelines and current investment strategy.
    • Review proposed guideline amendments, custodial changes,  and other activities that may impact accounts
    • Review and resolve any potential post trade compliance breaches.
    • Liaise with other departments internally, including Legal/Compliance, Sales/Marketing, Investment Operations, and other Investment Teams.
    • Understand investment decisions derived from Credit strategy meetings with respect to implementation activities
    Submit cover letter and CV to www.alliancebernstein.com/careers search by Job ID 4739

    Apply for Job Here 

    Subscribe to Trading Jobs by Email
    Find the latest Trading Jobs here

    View full post on Trading Jobs

  • Portfolio Manager / Managing Director; $90-150K + $40K

    Apply for Job Here 

    PORTFOLIO MANAGER/MANAGING DIRECTOR OPPORTUNITY FOR THE RIGHT PERSON


    Company:
    We are an independent asset management firm that has built up a loyal client base with assets of $45 million. We currently have three employees and manage separate accounts with an emphasis on asset allocation. Portfolios are structured using equities and fixed income holdings. Equities are chosen following in-depth, in-house research of individual stocks, and fixed income exposure comes primarily through well-researched, high quality mutual funds. We are small but well respected. Our philosophy is to invest based on rigorous analysis of long-term company fundamentals using both value and GARP strategies. Our portfolios have outperformed the S&P 500 by 400 basis points on average annually over the last 10 years.

    Description:
    This is a very key position. We are seeking an entrepreneurial individual with a passion and talent for investing to join our firm as Portfolio Manager and hit the ground running from the day one to help our founder run and grow the business. We foresee the person will become, in a few years, our primary decision maker on investments and asset allocation and will run the business.
     Requirements

    Qualifications:

    We are looking to hire a person with keen understanding of the major issues facing investors today and a commitment to deep investment research who can generate superior portfolio returns. The ideal candidate for our Portfolio Manager position would be someone with 5-15 years of experience in the investment industry who is already comfortable with making investment decisions and can also help our firm’s founder to grow the platform by soliciting new business. Our plan is to transition primary responsibility for investments and asset allocation to the Portfolio Manager, with the founder focusing primarily on growing the business.

    Compensation:
    The package will consist of a base salary of $90,000-150,000 plus bonus and part ownership in the business. For a high-powered person with the appropriate background this could be a very attractive opening—the Portfolio Manager will have the possibility to make several times the base salary and eventually own a significant portion of the business if he can help grow it.Interested candidates should send a resume and short cover letter by email either through CareerBuilder or directly to [Click Here to Email Your Resumé].

    Apply for Job Here 

     Subscribe to Trading Jobs by Email
    Find the latest Trading Jobs here

    View full post on Trading Jobs

  • Portfolio Manager Global Macro Systematic

    Major Global Hedge Fund seeks a successful Portfolio Manager to join their Multi-Billion dollar Connecticut based Hedge Fund.

    View full post on All Trading Jobs: eFinancialCareers.com

  • Portfolio Management

    This is an excellent opportunity for an experienced Portfolio Manager to move into a successful well established team.

    View full post on All Trading Jobs: eFinancialCareers.com

  • Equity Portfolio Manager

    This role will give a person the opportunity to run an equity portfolio management system that has ideas that are more orthogonal to the firms current models.

    View full post on All Trading Jobs: eFinancialCareers.com

  • Trade Support / Assistant to Portfolio Manager ($55-70K)

    Apply for Job Here

    Prestigious mid-town financial service company is adding depth to their  team by hiring a Portfolio Management Assistant (PMA).   This person will work on the trading desk supporting a senior portfolio manager within a growing and successful team. 

    Responsibilities

    –         Monitor cash positions
    –         Monitor security holdings
    –         Coordinate with back & middle office
    –         Monitor duration exposures
    –         Monitor cash flows
    –         Perform account maintenance
    –         Monitor intra-day holdings and control for net balance of Treasury bonds held in each
              account after accounting for Treasuries bought & sold intra-day so that no short sales
              occur
    –         Process transactions and input trades into Investment Management System
    –         Monitor FX Forward exposure
    –         Monitor futures exposure and deal with the Derivative Ops and Futures Clearer
    –         Maintain client information list
    –         Trouble-shoot and problem-solve as necessary when there are trade fails or other
               discrepancies requiring investigation
    –         This particular position / candidate with the demonstrated aptitude/  would have the
               potential to become an Assistant Portfolio Manager, which would involve the following
               functions:


    –  Provide input into portfolio strategy with regard to sector positioning, and participate in the development of the team’s investment policy
    –  Recommend and execute trades, being able to articulate the exact rationale for each investment decision while providing supporting research
    –  Produce key trade write-ups, participate in client meetings and marketing activity

    Whar we are looking for in a candidate:

    –         2-4 years experience in a related position either at an investment management firm or at
              a bank or broker-dealer
    –         Basic understanding of wide array of securities 
    –         Ability to help perform spreadsheet data analysis
    –         Ability to manage several projects simultaneously
    –         Ability to work effectively under tight time constraints when necessary
    –         A demonstrated proclivity for attention to detail
    –         Proven ability to work both independently and as part of a team
    –         Interested in potential career growth into an Assistant Portfolio Manager
     
    RequirementsDegree with 2+ years of experience from a similar investment environment…must possess the ability to succeed in a fast paced environment..

    Apply for Job Here

    Subscribe to Trading Jobs by Email
    Find the latest Trading Jobs here

    View full post on Trading Jobs

  • Portfolio Associate

    Portfolio Associate opportunity with our Implementation team in NY. Responsibilities include proper trading and balancing of wrap accounts and/or separately managed institutional accounts.

    View full post on All Trading Jobs: eFinancialCareers.com

  • Portfolio Trader

    Apply for Job Here

    PFM Asset Management LLC (PFMAM) provides investment advice and portfolio management for governmental and not-for-profit organizations, corporations, pension funds and other institutions. Please feel free to read more about what we do at our website, www.pfm.com

    We are seeking a Portfolio Trader for our downtown Harrisburg, PA location. This investment professional will work on our trading desk and be involved in researching investment opportunities and executing trades under the guidance of senior portfolio managers. The portfolios will typically consist of government securities, money markets and short term corporate securities.

    Responsibilities will include:

    • Market research,
    • Searching for investment opportunities,
    • Executing and processing trades,
    • Using Bloomberg and other electronic trading platforms,
    • Providing market and portfolio data to client support staff,
    • Preparation of portfolio performance reports.

    Requirements

    The minimum qualifications for this position are:

    • A 4-year college degree with a strong academic background (GPA 3.4+),
    • Work experience in a related investment or financial field,
    • Strong quantitative skills,
    • A highly organized and accurate work style, and
    • The ability to work in fast-paced, high pressure environment.

    Interested candidates may email a resume with salary requirement to: [Click Here to Email Your Resumé]
      
    EOE  

    Apply for Job Here

    Subscribe to Trading Jobs by Email

    Find the latest Trading Jobs here

    View full post on Trading Jobs

  • Opportunity for junior / entry level candidates – Assistant Portfolio Manager – Quantitative Hedge Fund – New York

    Opportunity for junior / entry level candidates – Assistant Portfolio Manager – Quantitative Hedge Fund – New York

    View full post on All Trading Jobs: eFinancialCareers.com