Portfolio Management Associate Job at Coda Search│Staffing, New York, NY

Y1dDVGY4clZjbXhCWlVZOGM4VUpmZjdhRXc9PQ==
  • Coda Search│Staffing
  • New York, NY

Job Description

I'm currently partnered with the insurance arm of a top full service alternatives asset manager ($750B+ AUM) on a Portfolio Management Associate role covering asset allocation, investment risk, and portfolio monitoring among other responsibilities.

This role will focus on asset allocation, portfolio and investment risk analysis, portfolio reporting, and collaboration with portfolio managers, risk management, and finance teams. The ideal candidate will have 2-6 years of experience in a portfolio management, asset allocation, or portfolio risk role within an asset manager.

Key Responsibilities

Asset Allocation & Portfolio Construction

  • Support strategic and tactical asset allocation decisions across portfolios.
  • Conduct quantitative and qualitative analysis to optimize portfolio allocations.
  • Assist in rebalancing portfolios based on market conditions and investment mandates.

Portfolio & Investment Risk Analysis

  • Monitor portfolio risk exposures, stress testing, and scenario analysis.
  • Identify and assess market, credit, and liquidity risks in portfolios.
  • Work closely with the Risk Management team to ensure alignment with risk tolerance levels.
  • Portfolio Reporting & Performance Analytics
  • Prepare portfolio performance reports and attribution analyses for internal and external stakeholders.
  • Track portfolio metrics, exposures, and benchmarks to identify trends and anomalies.
  • Develop and enhance reporting tools for investment performance, risk, and asset allocation insights.

Collaboration & Stakeholder Engagement

  • Work closely with Portfolio Managers, Risk, and Finance teams to support investment decision-making.
  • Provide data-driven insights to enhance portfolio efficiency and risk-adjusted returns.
  • Assist in client presentations and investment committee meetings by delivering analytical insights.

Qualifications & Experience

  • 2-6 years of experience in portfolio management, asset allocation, portfolio risk, or investment analysis roles.
  • Strong understanding of asset allocation, investment risk, and portfolio optimization techniques.
  • Experience with programming or quantitative tools (Python, R, VBA) is a plus.
  • Knowledge of global markets, fixed income, equities, alternatives, and multi-asset portfolios.
  • Bachelor’s degree in Finance, Economics, Mathematics, or a related field (CFA or progress toward CFA is a plus).

Job Tags

Similar Jobs

Atom

Sr. Director, Strategy & Program Management (PMO) Job at Atom

Summary The Senior Director of Strategy & Program Management (PMO) at Atoms Enterprise Transformation Practice is a key leadership role, requiring hands-on problem solving and management skills to drive enterprise transformations within Oracle Cloud ERP, Salesforce...

CalOpps

Landscape Maintenance Worker #25C-9 (19954273) Job at CalOpps

Location 1400 Roosevelt Avenue Redwood City, 94061 Description Position: Landscape Maintenance WorkerSalary: $22.30- $27.11Part Time / No BenefitsHours: 8-30 hours per weekThe City of Redwood City seeks a Landscape Maintenance Worker who will... 

Aquila | On-Site Health & Fitness Management

Summer 2025 Internship Fitness Specialist Job at Aquila | On-Site Health & Fitness Management

 ...Aquila's Fitness Specialist Intern Summer 2025 will gain first- hand experience by assisting members in safe and effective exercise programs and perform a wide range of duties in a health/fitness center, under the supervision of the site manager. The program provides... 

Teltonika

Networking and IoT Engineering Specialist Job at Teltonika

 ...Teltonikas networking solutions business unit develops and manufactures industrial and...  ...for a Networking and IoT Engineering Specialist to join our team. In this role, You...  ...knowledge and exchange of ideas, supportive and positive attitude in the team *... 

JSR Tech Consulting

Business Analyst Job at JSR Tech Consulting

 ...Hybrid | Newark, NJ We are looking for a Senior Business Analyst with Asset Management or Hedge Fund experience for a contract position with a major investment firm. Position Overview: We seek a detail-oriented Business Analyst with a strong background...