What are the responsibilities and job description for the Investment Portfolio Associate position at Atlantic Group?
Primary Responsibilities:
- Maintain and refine internal models used for asset distribution, liquidity forecasting, portfolio exposure, and investment strategy planning.
- Collaborate with investment teams to uphold data integrity in portfolio planning while developing innovative tools to enhance forecast precision and timeliness.
- Generate in-depth reports and presentations on portfolio performance for client updates, investment committee discussions, and board meetings.
- Assist with risk and compliance monitoring, covering asset allocation, liquidity management, counterparty exposure, and regulatory constraints.
- Act as a liaison between the finance and investment teams to ensure seamless implementation of portfolio decisions.
- Conduct comprehensive research and analysis on various ad hoc topics requested by senior leadership, including peer comparisons, market developments, and performance benchmarking.
Required Experience:
- Minimum of two years in investment research or portfolio analysis; familiarity with asset allocation strategies is a plus.
- Proficiency in Excel and PowerPoint is essential; experience with Python or R is a bonus but not mandatory.
- Strong interest in market trends, portfolio strategies, risk evaluation, and investment analytics.
43105
Salary : $125,000 - $150,000
