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Porfolio Manager Assistant

Company: GC Group Capital
Location: New York
Posted on: November 22, 2021

Job Description:

Position Description: Reporting to the Managing Partners of the Company, the junior portfolio manager/assistant is responsible for managing small portfolios, providing administrative support to clients and generating investment ideas as well as market analysis. This is an entry level position. Base Salary of 45,000 plus Bonus Major Responsibilities:

* Provide daily general administrative support to the senior portfolio manager * Prepare and maintain business policy documentation * Review current portfolio holdings * Maintaining and analyzing performance and risk measures * Provide clients with banking services * Process trades in stocks, bonds and currencies * Keep daily record of all trades * Assist with and take on special projects * Work directly with key customers for admin support * Daily Portfolio management investing cash flows, rebalancing, and exposure management across a number of portfolios * Tactical views and implementation across a range of asset classes and securities * Support senior portfolio managers in client interaction both in maintaining and driving new business * Participate in enhancing and developing tactical strategies

Required Skills / Knowledge:

* Excellent customer service orientation and exemplary communication skills both verbally and written; ability to present information in a clear concise manner * Positive attitude, strong work ethic, ability to execute independently yet also have strong team orientation * Ability to prioritize and multi-task in order to meet deadlines in a fast-paced environment * Excellent organizational, problem-solving and follow-through skills are essential * Strong attention to detail * Strong interest in capital markets, portfolio management, tactical experience * Ability to work collaboratively as well as with a great deal of autonomy * Strong computer skills including Microsoft Office (Word, Excel and Power Point), Outlook, and Bloomberg (optional) * Ability to work flexible hours as needed * Knowledge of investments and technical analysis are a requirement

Experience Needed:

* Series 7 Registered Representative License * 1-2 years of investment experience preferred

Educational Background Required:

* Bachelor degree or higher

Job Type: Full-time Pay: $45,000.00 per year Experience:

* Finance: 3 years (Required)

Education:

* Bachelor's (Required)

Location:

* New York, NY (Required)

License:

* Series 7 (Required)

Keywords: GC Group Capital, New York , Porfolio Manager Assistant, Executive , New York, New York

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