Job Number:

3250820

DESCRIPTION

Portfolio Analysts are central to the Emerging Market Team, critical to its various functions such as portfolio construction and risk management. This group understands, analyzes, and ensures the consistent expression of investment views across portfolios, whilst incorporating guideline/regulatory constraints. The role involves coordination of activities among several stakeholders, including Portfolio Managers, Traders, Institutional Portfolio Managers, Trading Assistants, Quantitative Analysts, and Compliance.

The position entails a strong understanding of several instrument types, such as Bonds, FX, Futures, Equities, Interest Rate Swaps, Credit Default Swaps, Commodities, Total Return Swaps, Options, and other derivatives.

Portfolio Analysts routinely engage in projects to identify means of improving the team’s investment process.

Training & Career Development

New hires will initially undergo a formal training and then be expected, encouraged, and assisted to continue learning on-the-job. During their initial months in the role, a new hire will attend formal and informal sessions that span an array of technical and qualitative topics. Training is designed to convey the team’s core investment philosophy and goals, mapping this information to specific Portfolio Analyst functions and expectations.

Portfolio Analysts are encouraged to pursue the CFA charter, learn/improve their practical understanding of programming languages, and generally strengthen their knowledge of the EM debt, equity, and FX markets. The team may also provide opportunities for travel to other global offices based on department needs.

• Raising orders across multiple portfolios and security types, including Bonds, FX, IRS, CDS, Equities, Futures, and other Derivatives

• Rebalancing portfolios as appropriate, working with Traders and Trading Assistants throughout trade lifecycle

• Monitoring cash balances, allocations and cash flows across mutual funds and separate accounts

• Studying and preparing analyses of portfolio positions, performance, and risk; understand and communicate risks and recommend changes

• Working directly with senior portfolio managers, analysts and traders to ensure investment views are appropriately implemented across sovereign and corporate strategies; carefully incorporate client guidelines, expectations, and risk levels

• Organizing and leading regular meetings with internal and external stakeholders to review performance, attribution, risk metrics

• Systematically monitoring and correcting drifts from investment targets in coordination with Portfolio Managers

• Field requests for raw and synthesized data, pulled from various sources, including local database

• Conducting competitors analysis to compare and contrast our funds with peer group

• Partnering with compliance, operations, and other teams to reduce friction in path from investment idea to implementation

• Working with quantitative team to systematize and automate recurring tasks

QUALIFICATIONS

• Bachelor’s degree with strong academic record

• Relevant experience

• Knowledge of Python, SQL, other programming languages preferred

• Organized and meticulous

• Familiarity with Aladdin’s Portfolio Management System is a plus

• High level of efficiency and an ability to prioritize and perform under pressure

• Strong communication skills and ability to work both independently as well as within a team

• Quantitative aptitude, facility with manipulating large data sets

• Ability to be flexible with regards to work hours, adapting to market opportunities and dynamics

• Understanding of financial concepts through coursework or job experience

• Pursuit of the CFA charter or equivalent designation is a plus, not requirement