Multi-Asset Senior Portfolio Investment Analyst

Role Summary

This Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading Solutions Group and is a collaborative member of the TRPIM investment process. The PIA works directly alongside portfolio managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the investment process and perform ad-hoc analysis related to the strategies.

 Responsibilities

• Portfolio Modeling: Partner directly with the portfolio management team on the day-to-day modeling of the strategy through exposure monitoring, trade allocations and cash flow management.
• Work with internal systems designed for portfolio management and trade modeling
• Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions
• Monitor portfolio analytics and generate and run accurate orders through the trade cycle
• Determine accurate interest rate and currency hedging information, and other related daily portfolio functions.

Qualifications

Required:

• Bachelor’s degree in business, Finance, Economics, Math
• Thorough knowledge in fixed income/equity analytics, along with the ability to apply the concepts to solve practical portfolio problems.
• Working knowledge of portfolio management process is a significant advantage.
• Strong interpersonal skills and the ability to work within teams.
• Highly self-motivated and detail oriented.
• Ability to manage complex tasks and individual deliverables
• Strong project management skills
• Ability to think creatively under a wide range of deadlines
• Programming experience in R and another language (Python, C/C++).

Preferred:

• Progress towards an MBA, MS in Finance, or CFA designation.
• Direct experience with fixed income/equity portfolios
• Understanding of ETFs and Separately Managed Accounts/Model Delivery (SMA) products
• Experience extracting, transforming, and manipulating data, with a strong understanding of APIs (REST, SOAP), relational databases, JSON, XML

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.