Associate Portfolio Manager
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POST DATE 8/9/2016
END DATE 12/19/2016
JOB DESCRIPTIONAssociate Portfolio Manager/Analyst (Sausalito)
About the Firm
Aperio Group is a quantitative/index-oriented investment management firm with $15 billion in assets under management. We specialize in creating and managing customized tax- and riskmanaged equity portfolios.
We are looking for an Associate Portfolio Manager (APM) to join our portfolio management team. The APM will be responsible for portfolio construction and rebalancing as well as investment strategy analysis. Portfolio managers work with leading-edge portfolio risk and optimization technologies. Ideal candidates must have excellent problem-solving skills, a high degree of attention to detail, and strong organizational skills. The position requires strong verbal and written communication skills and the ability to work directly with clients on complicated tax and risk modeling problems.
The candidate must be able to manage and prioritize multiple tasks
in a time-sensitive environment, be able to take initiative, and be comfortable taking on responsibility.
Our interview process includes an initial phone interview and an Excel-based test that demonstrates your analytical, problem-solving, and proofing skills. In-house interviews will follow successful completion of those steps.
Interested candidates must include a cover letter and salary expectations along with a rsum in the body of an email. Please also include this information as an attachment.
Applicants who do not submit information as requested will not be considered. Please do not contact anyone at company directly.
Duties and Responsibilities
- Use quantitative risk models/optimization programs to manage equity portfolios
- Implement electronic security trades and liaise with brokers and custodians
- Provide analytic support for client consulting projects
- Extract and update data from portfolio accounting systems
- Develop and implement process improvements
- Maintain and service relationships with clients
Desired Skills 401(k) plan; FSA; educational contribution; flexible vacation plan