Rockland Trust
Portfolio Implementation Analyst
Rockland Trust, Hanover, Massachusetts, us, 02340
Rockland Trust Company's fast growing Investment Management Group with approximately $7B in AUA has an exciting opportunity for the right motivated individual in our Hanover Headquarters location. The position works directly for a senior portfolio manager to implement trading on over $1.5 billion in assets. The position is integrated within the fixed income and municipal client investment teams and collaborates closely on a regular basis with the overall investment team.
Responsibilities:
The main role of the position will be trade implementation for client investment portfolios. Work with a senior portfolio manager to initiate trades across a $1.5 billion book of business.Build new portfolios to client objectives, invest additional cash into portfolios, raise funds as needed and regularly rebalance portfolios to target asset allocations across asset classes.Work within an array of systems to invest client assets within various investment models consisting of individual equities, bonds and funds.Responsible for checking proper allocations, strategies, guidelines and unique portfolio restrictions.Monitor daily cash positions for client portfolios with overdrafts and un-invested cash balances and communicate with PM for appropriate actions.Assist in the preparation of reporting for client and prospect meetings, actuaries and audits.A member of the fixed income team and will assist on execution and routing of trades through electronic trading platforms as well as creating portfolio analytics.Serve as secondary coverage on fundamental credit analysis of companies and industries, municipalities, ETFs and mutual funds.Work closely with Investment Team to provide in-depth investment analysis of prospective client portfolios.Assist with asset-class research to refine and enhance fixed income product construction and implementation.Produce ad-hoc analysis and reports regarding industry trends, composite investment performance comparisons, and portfolio statistics.
Qualifications:
Bachelor's degree required; with concentration in Finance or Accounting preferred.Minimum 1-5 years prior work experience; investment management experience preferred.Enthusiasm for fixed income investment and portfolio management.Progress toward or eagerness to complete the Chartered Financial Analyst (CFA) program.Broad knowledge of finance, accounting, and economics.Highly organized with exceptional attention to detail and follow-through.Effective verbal and written communication skills.Ability to identify and resolve discrepancies with minimal supervision.Performs well with direction from more than one person and in a team environment.Can thrive where tasks are generally independent and collaborative in nature.Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).System knowledge of Moxy and SEI Strategy Manager desirable.Investment work-related systems (e.g. Bloomberg, FactSet, Morningstar, TradeWeb, MarketAxess) a plus.
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Responsibilities:
The main role of the position will be trade implementation for client investment portfolios. Work with a senior portfolio manager to initiate trades across a $1.5 billion book of business.Build new portfolios to client objectives, invest additional cash into portfolios, raise funds as needed and regularly rebalance portfolios to target asset allocations across asset classes.Work within an array of systems to invest client assets within various investment models consisting of individual equities, bonds and funds.Responsible for checking proper allocations, strategies, guidelines and unique portfolio restrictions.Monitor daily cash positions for client portfolios with overdrafts and un-invested cash balances and communicate with PM for appropriate actions.Assist in the preparation of reporting for client and prospect meetings, actuaries and audits.A member of the fixed income team and will assist on execution and routing of trades through electronic trading platforms as well as creating portfolio analytics.Serve as secondary coverage on fundamental credit analysis of companies and industries, municipalities, ETFs and mutual funds.Work closely with Investment Team to provide in-depth investment analysis of prospective client portfolios.Assist with asset-class research to refine and enhance fixed income product construction and implementation.Produce ad-hoc analysis and reports regarding industry trends, composite investment performance comparisons, and portfolio statistics.
Qualifications:
Bachelor's degree required; with concentration in Finance or Accounting preferred.Minimum 1-5 years prior work experience; investment management experience preferred.Enthusiasm for fixed income investment and portfolio management.Progress toward or eagerness to complete the Chartered Financial Analyst (CFA) program.Broad knowledge of finance, accounting, and economics.Highly organized with exceptional attention to detail and follow-through.Effective verbal and written communication skills.Ability to identify and resolve discrepancies with minimal supervision.Performs well with direction from more than one person and in a team environment.Can thrive where tasks are generally independent and collaborative in nature.Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).System knowledge of Moxy and SEI Strategy Manager desirable.Investment work-related systems (e.g. Bloomberg, FactSet, Morningstar, TradeWeb, MarketAxess) a plus.
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