Role Overview

We are looking for an Associate to help the portfolio management team develop, execute and improve all aspects of the investment management process. The successful candidate will work independently or in a team to deliver high‑quality service to clients.

Responsibilities

• Work closely with portfolio managers and administrators to implement portfolio trading strategies across thousands of individual accounts.
• Develop a deep understanding of the portfolio management and custodial software to identify areas for potential improvement and efficiency gains.
• Execute day‑to‑day trading strategy, including building, reviewing and submitting trade blotters.
• Support portfolio managers with research‑related activities on an as‑needed basis.
• Create and maintain positive relationships within and outside the team.
• Respond to client requests for additional information.
• Help produce and maintain firm ...