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Associate Portfolio Manager, Global Equities (443-4)
Investment management firm with fundamental approach to investing in global
equities seeks an Associate Portfolio Manager to join their team. Firm has a
strong, established track record and offers mutual funds/separate accounts
to HNW investors/institutional accounts, as well as UCITS funds. The
Associate Portfolio Manager will report to the lead Portfolio Manager, and
will liaise with various other team members.
Analyze equity securities for investment. Synthesize industry
trends/fieldwork/financial models to develop compelling investment ideas
Monitor investments and interpret developments (macro-economic news/company-
specific changes) that may impact investments long term
Serve in global generalist capacity, with responsibilities spanning
geographies/industries; will be expected to improve understanding of
international markets over time
Present recommendations to lead Portfolio Manager regarding specific
investments/broader portfolio considerations
Regular travel required
Pedigreed college degree with demonstrated academic excellence required;
Grad school/MBA preferred
4-7 years full-time experience in financial markets (including buy-side
Demonstrated ability to perform in-depth, effective investment research
Language skills and international experience a plus
FINRA Series 7 and 63 preferred, or must be obtained within 1 year of hire
Passion for markets and strong work ethic required
Strong analytical skills including financial/accounting knowledge
Self-motivated; independent/flexible thought process; strong written/verbal
communication skills; efficient time management; able to thrive in team