Associate Team Lead Account Management - California, United States - Recruiting Resources, Inc.

Description

Global Leader in Investment Management offering exceptional growth

$110,000 - $140, % bonus

Hybrid 3 days/week in office

The successful candidate will have the opportunity to participate in the broader portfolio management functions including asset-liability management, asset allocation, liquidity management, and portfolio optimization.

This position is ideal for a quick learner who is adept with technology and looking for an exciting opportunity in a growing business.

Responsibilities:
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 investment-related 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 and Experience:
~ Bachelor's degree in finance, economics, mathematics or other technical/quantitative field from a top-tier university or equivalent experience
~2+ years of relevant work experience in fixed income, treasury, or insurance
~ Strong analytical and problem-solving 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 fast-paced environment
~ Proficient in Microsoft Excel and PowerPoint; VBA, SQL, Python and programming skills are a differentiator

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