What are the responsibilities and job description for the Portfolio Manager position at BBVA Global Wealth Advisors?
Job Description
The Portfolio Manager is an Associate-level role responsible for supporting, developing, implementing, and monitoring the investment process tools and strategies, reporting to the Portfolio Strategist and collaborating with the CIO. This role will leverage quantitative models, data analysis, and programming skills to support portfolio construction, risk management, and alpha generations. This role requires a strong background in quantitative methods, financial theory, and the ability to communicate complex ideas effectively.
Responsibilities
- Model Development: Design, implement, and validate quantitative models for asset selection, portfolio optimization, and risk management.
- Data Analysis: Analyze large financial datasets, including market, fundamental, and alternative data, to identify patterns and investment opportunities.
- Research and Innovation: Stay updated on the latest academic and industry research to enhance investment strategies and processes.
- Risk Management: Monitor and report portfolio risks using quantitative metrics, ensuring alignment with client objectives and regulatory standards.
- Collaboration: Work closely with CIO, Portfolio Strategist, and other team members to integrate quantitative insights into investment decisions.
- Programming and Automation: Develop and maintain tools for data analysis, visualization, and reporting using programming languages such as Python, Eviews, R, or MATLAB.
Qualifications
- Bachelor’s or Master’s degree in a quantitative discipline (e.g., Finance, Mathematics, Statistics, Economics, Computer Science, Engineering).
- Professional certifications such as CFA (Chartered Financial Analyst) are highly desirable.
- Minimum 5 years related experience.
- Strong programming skills, particularly in Python, R, MATLAB, or equivalent.
- Proficiency in data analysis tools and financial platforms (e.g., Bloomberg, FactSet, SQL).
- Knowledge of financial markets, investment strategies, and asset pricing.
- Strong communication skills, with the ability to explain quantitative findings to non-technical audiences.
- Experience with machine learning and alternative data analysis is a plus.
- Ability to work independently and as part of a team in a fast-paced environment.
License/Certification/Registration
- None Required
- Preferred – Series 65, CFA Charterholder