Join to apply for the Portfolio Manager Associate role at TieTalent.
About
Description: The Portfolio Manager Associate supports the portfolio management team in building, enhancing, and monitoring investment platforms and offerings. Responsibilities include conducting research and analysis of portfolio managers, investment products, and market trends, as well as supporting daily trading operations, including executing trades, post-trade analysis, and audits.
Benefits Summary
* Competitive Compensation
* Health, Dental, and Vision Insurance
* Life and Disability Coverage
* Paid Time Off and Holidays
* 401(k) Matching
* Profit Sharing
* Career Development and Mentorship
* Team Events and Awards
Company Summary
Established in 1999, Trilogy manages over $3 billion in assets, serving clients nationwide. We focus on relationship building, solid financial principles, and staff development. Our team of over 130 employees embraces our motto: never stop growing.
Requirements
* Conduct due diligence on portfolio managers and analyze holdings.
* Create reports and presentations on research findings.
* Execute and oversee trades, ensuring accuracy and compliance.
* Collaborate with CIO and other departments.
* Identify and minimize trading errors.
* Support strategic and tactical model management.
* Provide guidance on trading matters.
* Participate in trading meetings and initiatives.
Skills
* Attention to detail and industry knowledge.
* Minimize trading errors and work well with teams.
* Proactive, coachable, and growth-oriented mindset.
* High proficiency in Excel.
Physical Requirements
Standard office physical demands; accommodations available for disabilities.
Additional Info
This description is not exhaustive; duties may be modified. Employment is at-will. Compensation is $28-$31/hour. Location: Irvine, Scotland. No sponsorship available.
#J-18808-Ljbffr