Redline Associates, Inc.
Portfolio Associate – Emerging Markets
Redline Associates, Inc., Newport Beach, California, us, 92659
Our client manages investments and develops solutions across the full spectrum of asset classes, strategies, and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds, and private equity.JOB DESCRIPTION
Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm’s global offices. On a day-to-day basis, Portfolio Associates use their mathematical and fixed income training to actively monitor portfolios and markets to assist Portfolio Managers in measuring risk and managing client assets. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. This job is based in Newport Beach, CA.RESPONSIBILITIES:
Ensuring investment objectives are reflected across portfolios in scopeMonitoring portfolio positions and products versus client guidelines in concert with Compliance teamCoordinating with Portfolio Management on re-balancing of portfoliosUtilizing proprietary risk systems for monitoring of portfolio exposuresAssisting in account transitions and cash flow managementConducting 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 universityDeep understanding of fixed income including knowledge of most cash and derivative instrumentsExceptional 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 high-pressure and time-critical environmentVery strong attention to detail
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Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm’s global offices. On a day-to-day basis, Portfolio Associates use their mathematical and fixed income training to actively monitor portfolios and markets to assist Portfolio Managers in measuring risk and managing client assets. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. This job is based in Newport Beach, CA.RESPONSIBILITIES:
Ensuring investment objectives are reflected across portfolios in scopeMonitoring portfolio positions and products versus client guidelines in concert with Compliance teamCoordinating with Portfolio Management on re-balancing of portfoliosUtilizing proprietary risk systems for monitoring of portfolio exposuresAssisting in account transitions and cash flow managementConducting 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 universityDeep understanding of fixed income including knowledge of most cash and derivative instrumentsExceptional 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 high-pressure and time-critical environmentVery strong attention to detail
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