CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
The Portfolio Management Associate ("PMA") is primarily responsible for ensuring that each account is invested according to the proper strategy model and within the guidelines and/or investment policy statements submitted by the client. The PMA coordinates the implementation of model changes based on PM instructions which includes generating pre-trade compliant trade tickets for the trading desk.
ESSENTIAL JOB FUNCTIONS: Implementing strategy models across assigned base of accounts; re-balancing portfolios within compliance of restrictions, guidelines, or investment policy statements; maintaining trading models based on portfolio manager instructions; reviewing compliance reports, including for 1940 Act mutual fund accounts New account trading and IPS review for institutional accounts Supporting portfolio managers and communicating updates related to implementation of trade programs Communicate model changes for Model-Only relationships and monitor variances Distributing trading program notification Monitoring of account reports on a daily basis for drift Providing analysis and data for RFP's Supporting Wealth Advisory department Providing client service to outside constituents such as clients, consultants, brokers; some general administrative duties.
Minimum three to five years of experience in a similar capacity at a buy-side investment management firm or registered investment advisor
Experience with asset allocation concepts
Knowledge of financial markets and instruments, i.e., sectors, industries, stocks, bonds, mutual funds. Understanding of tax implications a plus
NASD Licenses a plus, i.e. Series 7
Commitment to and demonstrated history of productive and quality work
Proficiency in use of portfolio accounting systems, order management systems, CRM's, Excel, Word, and database software
Experience working with performance returns
Comfortable interacting with all levels and departments within the firm
Teamwork – ability to collaborate in a professional and constructive manner
Strong problem solving skills; ability to solve problems with disparate and sometimes, incomplete, information
Good time management and multi-tasking abilities
Excellent written and verbal communications skills
Ability to work independently with limited supervision and in high pressure environments
Detail oriented with a commitment to excellence
Proactive and innovative
Sit for prolonged periods
Lift up to 25 pounds
Excellent opportunity to work in the portfolio management industry and in a company with a great culture