Associate Portfolio Manager

2 – 4 years of experience in asset management/portfolio management, ideally with a background in quantitative investment strategies
Strong understanding of asset allocation, portfolio construction, and risk management.
Understanding of investment operations including trading, execution, reconciliation and performance
Solid investment fundamentals and strong interest in financial markets
Exceptional attention to detail and organizational skills with the ability to manage multiple tasks and deadlines.
Excellent verbal and written communication skills with an ability to explain complex financial concepts to a variety of stakeholders from business development, to engineers, to advisor clients.

Own and execute on portfolio constructions, asset allocation, rebalancing, performance monitoring and investment strategy analysis for multi-asset portfolios
Use quantitative risk models and optimization techniques to manage SMA equity portfolios
Design, implement and QA end-to-end new investment process functionalities and improvements
Work closely with our technology and sustainability teams to discover and execute on opportunities for innovation and automation throughout the portfolio construction, management and client engagement/reporting processes
Partner with Relationship Management and Business Development teams to create and implement portfolio solutions for our clients
Investment research and analysis including risk management, investment exposures, sensitivities, client specific customizations and tax overlays
Regular knowledge transfer within team and across organization through process and flow documentation, office hours, learning sessions.

Background in and/or understanding of tax-managed portfolio management is strongly preferred
Background in sustainable investing is preferred, but not required