Portfolio Associate

Job Description

We require people to be extremely open, air disagreements, test each other’s logic, and view discovering mistakes and weaknesses as a good thing that leads to improvement and innovation. Within this culture, Diversity and Inclusion is a top priority because it is essential to finding the best talent in the world, enabling our idea meritocracy, and creating an environment where all types of people can thrive.

Responsibilities

• You will operate the systematized investment logic we use to create ideal portfolios for our clients. 
• You will oversee a set of processes that ingests updated market data along with our view from our research department, applies portfolio construction logic, risk controls, and client specific constraints to determine those ideal portfolios.
• You will oversee our logic for choosing which instruments we want to hold and then deliver the set of trades necessary to implement our portfolios to our trading department.
• You will regularly communicate your understanding and assessment to a diverse group of people, including senior investment managers, traders, and developers. 
• You will partner with technologists and researchers to constantly improve our processes, focusing on increasing efficiency or the implementation of new logic or portfolios.
• Executing and overseeing the systematized logic we use to generate client portfolios and trades every day.
• Understanding and effectively communicating the state of those portfolios to our senior investment teams and CIOs.
• Working with technologists and researchers to construct new investment implementation systems or overhaul old ones.
• Driving initiatives to improve the quality, reliability, and efficiency of the systems you own.
• Evolving the methods and best practices used by the broader investment community.

Qualifications

• 4-year degree from an accredited undergraduate institution.
• Are analytical, highly logical, and structured.
• Are deeply interested in understanding financial markets.
• Think in terms of systems and naturally look for ways to solve problems through the evolution of those systems.
• Hold a high degree of personal responsibility and ownership in everything you do.

Benefits

• Health insurance with 100% premium covered and access to additional concierge medical services.
• 401(k) plan with generous employer match.
• Paid time off, including fully paid parental leave and a competitive PTO package.
• Workplace flexibility and access to back up childcare.
• Financial assistance for family building support, including adoption and egg freezing.
• Workplace wellness, including on-site gyms, free meals and healthy snacks , and meditation rooms.
• An engaged and active community that includes many company events, affinity networks, and extracurricular interest groups.