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Portfolio Manager Support Analyst

Company: Autumn Wind Asset Management. Inc.
Location: Reston
Posted on: September 20, 2022

Job Description:

Portfolio Manager Support Analyst Autumn Wind Asset Management, LLC is an SEC-Registered Investment Advisory firm dedicated to providing superior investment results to high net worth taxable clients and their families and foundations. Autumn Wind provides investment advice and solutions by building custom portfolios of individual securities selected across global asset classes. The firm also serves as the General Partner to a hedge fund that consolidates the firm's alternative investment strategies. Job Description The position provides administrative support to the firm's Chief Investment Officer who is responsible for the firm's quantitative investment management program. Support Chief Investment Officer in collecting and presenting data relevant to the firm's investment management processes. Design, assemble, and construct dashboards that visualize financial markets and the output of internal financial models. Tracking investment performance across customized portfolios. Prepare reports using financial market data and the firm's portfolio accounting system. Resolve and respond to routine client inquiries related to the account relationship. Manage client service questions. Generate client reports, presentation material, and periodic statements. Qualifications Bachelor's degree. 3 years prior work experience in a bank, brokerage firm, investment management firm, or hedge fund office required. Moderate knowledge of investment products and a basic understanding of financial markets. Advanced skills with Microsoft Office (Excel, PowerPoint, Word). Quick adaption of new software systems and processes. Python or Bloomberg experience not required but a plus. Highly organized with exceptional attention to detail and follow-through of sequential processes. Good problem solving skills and the ability to self-direct, analyze, evaluate and form independent judgments. Integrity, ethical standards and sound judgments. NASD Series 7, 63, 65, or 66 licenses not required. CFA is not required but the firm will sponsor and pay associated costs at candidate's interest. The position requires onsite work at the firm's office in Reston Town Center. Parking and gym membership paid and included. While the position is full time and does not lend itself to remote work the firm is flexible on the number of hours worked per week and would be willing to consider a part time role for an experienced candidate.Job Types: Full-time, Part-timePay: $50,000.00 - $60,000.00 per yearBenefits: 401(k) Dental insurance Flexible schedule Health insurance Paid time offSchedule: 8 hour shiftSupplemental pay types: Bonus pay

Keywords: Autumn Wind Asset Management. Inc., Reston , Portfolio Manager Support Analyst, Executive , Reston, Virginia

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