CFA Institute
Associate Portfolio Manager - Multi-Asset
CFA Institute, Chicago, Illinois, United States, 60290
Position:
Associate Portfolio Manager - Multi-Asset
Term:
Full-time
Location:
Chicago
WHO WE ARE
We are
V-Square Quantitative Management
(V-Square), a global asset manager with thematic and differentiated capabilities. A subsidiary of Chicago-based private equity firm
Valor Equity Partners , we specialize in developing and managing innovative investment solutions (public equities, fixed income, and real assets) for our institutional clients. We take a long-term view, seeking to be a new vector of change in delivering returns for our investors. We take a distinct investing approach deeply rooted in academic research and apply a rigorous quantitative process to our index strategies. In addition to our separately managed account (SMA) platform, we offer a cash management solution in a Private Fund.
We have built a prominent reputation for research, innovation, and client-centric collaborative approach. Our values-driven culture is mutually fitting for high-caliber professionals who embody our PHD pillars – Passion, Humility, and Dedication – to serve our clients exceptionally well with a consultative approach.
WHAT YOU WILL DO
Portfolio Management and Trading
– As an
Associate Multi-Asset Portfolio Manager (PM)
within the Investment Team and working closely with the Chief Investment Officer (CIO), you will use proprietary and third-party systems and tools to manage US and global indexed equity and fixed-income client investment portfolios; you will trade on their behalf. You will be tasked with delivering returns in line with the underlying indexes, using full replication when possible and optimization techniques when practical. You will ensure that portfolios are aligned with clients' investment objectives and risk parameters.
Performance Reporting and Client Relations
– You will continuously monitor portfolio performance, adjust as necessary to deliver expected returns and manage risk. You will prepare detailed reports on portfolio performance, market conditions, and investment strategies for clients and senior management. You will maintain strong relationships with clients, providing regular updates on portfolio performance and addressing any concerns or questions.
Compliance
– Ensure all investment activities comply with regulatory requirements and company policies.
Platform and Infrastructure Improvement
– You are expected to play a key role in projects to continuously improve the portfolio management platform, with emphasis on appropriate automation, operations risk management, efficiency, and scalability. You will identify and suggest enhancements to the proposal and portfolio management tools and assist in testing programming changes before deployment.
Collaboration
– The role includes working with multidisciplinary internal teams (investment, client relationship management, compliance, research), service providers (data & index providers, custodians, brokers, proxy voting, etc.), and our institutional clients. You will work with operations to resolve portfolio management issues and enhance processes and systems.
Overall , you are expected to contribute meaningfully to V-Square’s culture, reputation, commitment to excellence, integrity, and utmost client satisfaction.
WHAT YOU WILL BRING
You are a highly skilled and experienced individual with a strong background in quantitative finance. Key requirements of the position include:
EDUCATION
– Bachelor’s degree preferably with a quantitative focus such as math, statistics, econometrics, physics, or financial engineering. A Master’s degree in Finance, Economics, or a quantitative field is highly preferable. CFA designation is required.
EXPERIENCE
– 5+ years of experience in investment management or a related role applying quantitative skills. Index portfolio management experience, deep knowledge of public equities, fixed income, and FX instruments, and excellent understanding of financial markets. Strong Excel, technology, and programming skills (e.g. VBA, Python, Bloomberg API). Proficiency in integrating quantitative methods into portfolio management, following established processes, and approaches. Experience in using Order Management Systems (OMS), financial modeling, and portfolio management software (e.g. Bloomberg EMSX, TSOX, FXEM, PORT, etc.). Experience working with multi-factor risk models and optimization programs (e.g. Bloomberg PORT, BARRA, Northfield, Axioma), or other financial tools highly desirable. Ability and willingness to design, implement, and utilize systematic quantitative tools, particularly related to index portfolio management. Strong analytical and quantitative skills, intellectual curiosity and fast learner. Unimpeachable integrity and superior work ethic. Dependable partner. Supreme organizational and time management skills; ability to multi-task in a fast-paced environment. Self-starter: effective independent/autonomous contributor with a positive attitude and ability to propose and drive initiatives. Ability to work independently and as part of a team. Detail-oriented and service-oriented. High-energy and driven individual with a commitment to excellence. Interpersonal skills. Team-orientation is vital. We emphasize our striving, yet collegial culture as a cornerstone to our successful track record. Excellent written and oral communication skills, particularly via video/phone.
WHAT WE OFFER
Dedicated to excellence, empowerment, and high integrity, our culture offers a tremendous upside opportunity and a positive environment where you can thrive and do your best work.
We create favorable conditions to unlock your potential and allow for your continued development and growth. We mentor you to become a key executive, instrumental to the success of an organization.
We offer a robust benefits package designed to integrate life and work and to support our employees and their families. This includes:
Competitive remuneration
Comprehensive health and dental insurance
Professional development opportunities
Beyond all, we are offering you the opportunity to partner with a dynamic and fast-growing global asset management firm as a key hire. We hope you are excited about the role and the opportunity to work with us.
We value an inclusive workplace and understand flexibility. If you are ready for new challenges and empower your career,
join us !
You may submit a resume and a cover letter detailing your qualifications and experience to
hr@vsqm.com .
Consistent with our values, V-Square Quantitative Management is an equal-opportunity employer.
#J-18808-Ljbffr
Associate Portfolio Manager - Multi-Asset
Term:
Full-time
Location:
Chicago
WHO WE ARE
We are
V-Square Quantitative Management
(V-Square), a global asset manager with thematic and differentiated capabilities. A subsidiary of Chicago-based private equity firm
Valor Equity Partners , we specialize in developing and managing innovative investment solutions (public equities, fixed income, and real assets) for our institutional clients. We take a long-term view, seeking to be a new vector of change in delivering returns for our investors. We take a distinct investing approach deeply rooted in academic research and apply a rigorous quantitative process to our index strategies. In addition to our separately managed account (SMA) platform, we offer a cash management solution in a Private Fund.
We have built a prominent reputation for research, innovation, and client-centric collaborative approach. Our values-driven culture is mutually fitting for high-caliber professionals who embody our PHD pillars – Passion, Humility, and Dedication – to serve our clients exceptionally well with a consultative approach.
WHAT YOU WILL DO
Portfolio Management and Trading
– As an
Associate Multi-Asset Portfolio Manager (PM)
within the Investment Team and working closely with the Chief Investment Officer (CIO), you will use proprietary and third-party systems and tools to manage US and global indexed equity and fixed-income client investment portfolios; you will trade on their behalf. You will be tasked with delivering returns in line with the underlying indexes, using full replication when possible and optimization techniques when practical. You will ensure that portfolios are aligned with clients' investment objectives and risk parameters.
Performance Reporting and Client Relations
– You will continuously monitor portfolio performance, adjust as necessary to deliver expected returns and manage risk. You will prepare detailed reports on portfolio performance, market conditions, and investment strategies for clients and senior management. You will maintain strong relationships with clients, providing regular updates on portfolio performance and addressing any concerns or questions.
Compliance
– Ensure all investment activities comply with regulatory requirements and company policies.
Platform and Infrastructure Improvement
– You are expected to play a key role in projects to continuously improve the portfolio management platform, with emphasis on appropriate automation, operations risk management, efficiency, and scalability. You will identify and suggest enhancements to the proposal and portfolio management tools and assist in testing programming changes before deployment.
Collaboration
– The role includes working with multidisciplinary internal teams (investment, client relationship management, compliance, research), service providers (data & index providers, custodians, brokers, proxy voting, etc.), and our institutional clients. You will work with operations to resolve portfolio management issues and enhance processes and systems.
Overall , you are expected to contribute meaningfully to V-Square’s culture, reputation, commitment to excellence, integrity, and utmost client satisfaction.
WHAT YOU WILL BRING
You are a highly skilled and experienced individual with a strong background in quantitative finance. Key requirements of the position include:
EDUCATION
– Bachelor’s degree preferably with a quantitative focus such as math, statistics, econometrics, physics, or financial engineering. A Master’s degree in Finance, Economics, or a quantitative field is highly preferable. CFA designation is required.
EXPERIENCE
– 5+ years of experience in investment management or a related role applying quantitative skills. Index portfolio management experience, deep knowledge of public equities, fixed income, and FX instruments, and excellent understanding of financial markets. Strong Excel, technology, and programming skills (e.g. VBA, Python, Bloomberg API). Proficiency in integrating quantitative methods into portfolio management, following established processes, and approaches. Experience in using Order Management Systems (OMS), financial modeling, and portfolio management software (e.g. Bloomberg EMSX, TSOX, FXEM, PORT, etc.). Experience working with multi-factor risk models and optimization programs (e.g. Bloomberg PORT, BARRA, Northfield, Axioma), or other financial tools highly desirable. Ability and willingness to design, implement, and utilize systematic quantitative tools, particularly related to index portfolio management. Strong analytical and quantitative skills, intellectual curiosity and fast learner. Unimpeachable integrity and superior work ethic. Dependable partner. Supreme organizational and time management skills; ability to multi-task in a fast-paced environment. Self-starter: effective independent/autonomous contributor with a positive attitude and ability to propose and drive initiatives. Ability to work independently and as part of a team. Detail-oriented and service-oriented. High-energy and driven individual with a commitment to excellence. Interpersonal skills. Team-orientation is vital. We emphasize our striving, yet collegial culture as a cornerstone to our successful track record. Excellent written and oral communication skills, particularly via video/phone.
WHAT WE OFFER
Dedicated to excellence, empowerment, and high integrity, our culture offers a tremendous upside opportunity and a positive environment where you can thrive and do your best work.
We create favorable conditions to unlock your potential and allow for your continued development and growth. We mentor you to become a key executive, instrumental to the success of an organization.
We offer a robust benefits package designed to integrate life and work and to support our employees and their families. This includes:
Competitive remuneration
Comprehensive health and dental insurance
Professional development opportunities
Beyond all, we are offering you the opportunity to partner with a dynamic and fast-growing global asset management firm as a key hire. We hope you are excited about the role and the opportunity to work with us.
We value an inclusive workplace and understand flexibility. If you are ready for new challenges and empower your career,
join us !
You may submit a resume and a cover letter detailing your qualifications and experience to
hr@vsqm.com .
Consistent with our values, V-Square Quantitative Management is an equal-opportunity employer.
#J-18808-Ljbffr