Portfolio Associate – Equities

New York, NY



  • Work in partnership with the trading team through Portfolio Management and Portfolio Associate teams
  • Oversee day-to-day equity exposures with the Equity Portfolio Management and Trading teams. Sizing and allocation of trades and re-balancing of portfolios
  • Construct and enhance processes to improve the equity investment process and reduce operational risk
  • Produce risk, performance and additional reports on a daily basis
  • Working with stakeholders across the firm to support the equity business and manage risks – Product Managers, Risk management, Legal and Compliance, Operations, Technology and Back office
  • Responding to ad-hoc requests from the Portfolio Management team




  • Robust academic background in a technical field from a leading, accredited college or university
  • At least two years in equities and equity derivatives trading and operations
  • Excel “power user” – SQL, VBA and programming skills (Python) are preferred to build investment process solutions
  • Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
  • Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment
  • Strong project management and stakeholder management skills






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 11/18/2020
Salary $95,000 - $105,000 + bonus

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