Redline Associates, Inc.
Portfolio Associate Asset Allocation
Redline Associates, Inc., Newport Beach, California, us, 92659
Portfolio Associate team members help to oversee the portfolios on a day to day basis and liaise directly with Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Trade Associate teams across the firm’s global offices. On a day-to-day basis, Portfolio Associates’ primary functions will consist of monitoring risk exposures across portfolios, sizing trades to take risk measures to portfolio managers’ desired target, and managing all other operational aspects of the portfolio. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.Position Development Value:Extensive exposure to industry experts within Portfolio Management and across other functional areas of the firmA broad range of opportunities to collaborate with talented colleaguesLearning environment focused on key buy-side portfolio risk and return principlesConstructive feedback to foster career growth in addition to a formal annual review processLocation: Newport Beach, CA.RESPONSIBILITIES
Provide support to the Portfolio Management teamMonitoring portfolio positions and products versus client guidelines in concert with Compliance teamCoordinating with Portfolio Management on sizing and allocation of trades and re-balancing of portfoliosGenerating risk, performance and other reports dailyDaily “strategy tagging” of all trades conducted during that day.Conducting performance and attribution analysesResponding to ad-hoc requests from the Portfolio Management teamREQUIREMENTS
Strong academic background in a technical field from a leading, accredited college or universityGood understanding of fixed income, equities and derivatives.Outstanding communication skills are required to operate in a complex financial and mathematical environmentExcel “power user” – SQL, VBA and programming skills are preferredStrong process-oriented background and ability to demonstrate keen portfolio risk and operational awarenessOutstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment
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Provide support to the Portfolio Management teamMonitoring portfolio positions and products versus client guidelines in concert with Compliance teamCoordinating with Portfolio Management on sizing and allocation of trades and re-balancing of portfoliosGenerating risk, performance and other reports dailyDaily “strategy tagging” of all trades conducted during that day.Conducting performance and attribution analysesResponding to ad-hoc requests from the Portfolio Management teamREQUIREMENTS
Strong academic background in a technical field from a leading, accredited college or universityGood understanding of fixed income, equities and derivatives.Outstanding communication skills are required to operate in a complex financial and mathematical environmentExcel “power user” – SQL, VBA and programming skills are preferredStrong process-oriented background and ability to demonstrate keen portfolio risk and operational awarenessOutstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment
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