Associate

Skills

About the Role

You will rebalance portfolios for flows, benchmark changes and client events, and process corporate action elections. You will make sure portfolios comply with investment guidelines, build relationships with portfolio managers, strategists, compliance and operations, contribute security selection ideas, and develop analytics and tools for risk monitoring and performance attribution.

Requirements

• Bachelor's degree in Business, Finance, Economics or related field
• Two years of experience in the job or closely related field
• Experience with fixed income markets and trading corporate bonds, CDX and securitized products
• Experience with Excel, VBA, Python (NumPy, Pandas), Tableau, Bloomberg, SQL and R
• Experience with Aladdin tools

Responsibilities

• Rebalance portfolios for flows, benchmark changes and client directed events
• Monitor Corporate Actions Manager dashboard and process corporate action elections
• Ensure portfolios comply with investment guidelines and resolve issues
• Build relationships with Portfolio Managers, Product Strategists, Compliance, Operations and client teams
• Contribute to corporate credit idea generation through security selection and substitution trades
• Develop analytics, reports and tools for risk monitoring and performance attribution

Benefits

• Annual discretionary bonus
• Healthcare
• Leave benefits
• Retirement plan
• Tuition reimbursement
• Support for working parents
• Flexible Time Off
• Employee Assistance Program