Analyst - Portfolio Optimization & Allocations - El Segundo, United States - Apollo

Apollo

Verified Company

El Segundo, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Position Overview

Assist with daily portfolio management activities such as allocations, liquidity management, and balancing asset liability metrics; serve as link between the portfolio management team, trading desks, liquidity management group, and operations for daily and monthly reporting, compliance and performance purposes
Understand various client account needs to support portfolio allocation and construction activities, including investment guidelines limitations, cash and liquidity considerations, and risk tolerance
Evaluate portfolio positioning and determine appropriate asset mix to rebalance portfolios
Interact with Portfolio Managers on optimization of the asset portfolio in prevailing market conditions
Prepare investmentrelated reports and presentations for senior investment professionals, senior management, board of directors, ratings agencies
Participate in team and departmental projects and process improvement initiatives

Qualifications & Experience

Bachelor's degree in finance, economics, mathematics or other technical/quantitative field from a toptier university or equivalent experience
2+ years of relevant work experience in fixed income, treasury, or insurance
Strong analytical and problemsolving skills a must; Good communication, organizational and interpersonal skills
Ability to take initiative on tasks and responsibilities; Attention to detail and ability to manage competing priorities and work in a fastpaced environment
Proficient in Microsoft Excel and PowerPoint; VBA, SQL, Python and programming skills are a differentiator

Pay Range