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This Portfolio Investment Analyst position resides within the Investment and Trading Solutions Group and is a member of the Global Trading team in the Investments Division. The primary objective of the group is to leverage the Portfolio Managers' time by handling the investment and organizational challenges that arise from managing many accounts in one investment strategy.
The Portfolio Investment Analyst uses their knowledge of the portfolio investment strategy and unique client requirements to oversee each account's investment activities. The incumbent handles account customization, interprets account guidelines, resolves compliance issues and oversees the performance composites. Responsibilities also include generating orders based on fund manager instructions and cash-flows.
Manage portfolios in a strategy replicating other actively managed accounts by making cash management and trading decisions. Investment decisions are made to increase the portfolio's likelihood of tracking the strategy. Communicate with Portfolio Management with up to date analysis of cash positions, current client activity and executions.
Create fund manager orders in the order management system (OMS).
Support new account take-on process by serving as subject matter expert on investment related issues and working with the portfolio manager, sales and client service, operations, and compliance to understand client needs and to make recommendations for solutions that satisfy the various constraints.
Ad-hoc fund manager requests such as analyzing trade data, bets, and consistency versus benchmark.
Engage in project work to further the team's research and development efforts. This responsibility can take many forms depending on the team's needs and the individual's interests and skills.
Knowledge of investments, portfolios, and stock trading.
A minimum of three years' experience relevant experience ideally from an Asset Management background.
Solid Equities knowledge is required. Candidates must have equity modelling experience, equity portfolio construction experience or equity trading experience.
Strong analytic skills and the ability to solve problems. History of using thoughtful, sound judgment.
Ability to analyze a variety of information, to quickly draw relevant conclusions, and to summarize and communicate results effectively.
Excellent communication and interpersonal skills.
Attention to detail and accuracy.
Ability to work both independently and as part of a larger team.
Able to determine priorities, plan, organize and follow-through on assignments.
Open-minded, logical, determined, and highly ethical along with creativity, intellectual curiosity, and strong analytical skills.