Associate Portfolio Manager - Nationwide
Company: Aperio Group
Location: Sausalito
Posted on: January 15, 2021
|
|
Job Description:
About the FirmAt Aperio Group, our strategies are designed to
put our clients' and their clients' interests at the center of our
investment advice; to minimize costs and taxes; and to incorporate
each client's unique environmental, social, and governance (ESG)
preferences. We are a purposefully growing
quantitative/index-tracking investment management firm specializing
in managing customized equity portfolios tax efficiently.On
November 23, 2020, Aperio entered into an agreement to be acquired
by BlackRock, [see press release]. BlackRock will keep the Aperio
brand and all it represents. Their objective is to make Aperio the
centerpiece of their offering to Ultra-High-Net-Worth (UHNW)
clients, reflecting our capabilities around the unique challenges
and complexities of those investors.We recognize that our
competitive advantage starts with our people and our culture. At
Aperio, we work hard and move quickly as a well-coordinated,
collaborative team whose exceptional people are focused on
providing extraordinary client service. Our firm seeks to build a
workforce that is as diverse in experience, perspective, and
culture as the clients with whom we aspire to work. We are looking
to add amazing people to our team who will bring diversity across
many lines, including race, ethnicity, religion, sexual
orientation, age, marital/family status, disability, gender
identity, sex, and country of origin.Our headquarters is in
Sausalito, California, only one block from the beautiful harbor.
It's a short, 20-minute drive from much of San Francisco. We are
looking for talented individuals in the San Francisco Bay Area as
well as nationwide as a remote opportunity. If not local, when
travel is permitted, team members are expected to visit the office
periodically for training and to work with the core onsite team. If
you are looking for an opportunity to grow and contribute in a fun,
industry-disruptive, fast-paced environment, Aperio is the place
for you.APERIO GROUP, LLC IS COMMITTED TO ATTRACTING, RETAINING,
ENGAGING, AND DEVELOPING A POOL OF TALENT THAT IS DIVERSE ALONG
MANY DIMENSIONS. WE SEEK TO LEVERAGE THESE DIVERSE EXPERIENCES,
BACKGROUNDS, AND VIEWPOINTS TO BEST SERVE THE NEEDS OF OUR
CLIENTS.Position DescriptionWe are looking for a personable
Associate Portfolio Manager (APM) to join our Portfolio Management
team. The APM will be responsible for portfolio construction and
rebalancing as well as investment strategy analysis. Our portfolio
managers work with leading-edge portfolio risk and optimization
technologies. Ideal candidates must have excellent problem-solving
capabilities, a high degree of attention to detail, and strong
organizational skills. The position requires solid verbal and
written communication aptitude and the ability to work directly
with clients on complicated tax- and risk-modeling problems. The
APM must be able to manage and prioritize multiple tasks in a
time-sensitive environment, be able to take initiative, and be
comfortable taking on responsibility.Our interview process includes
an initial phone interview and an Excel-based test that
demonstrates your analytical, problem-solving, and proofing skills.
In-house interviews will follow successful completion of those
steps.Duties and Responsibilities* Use quantitative risk models and
optimization programs to manage equity portfolios* Implement
electronic security trades and liaise with brokers and custodians*
Provide analytic support for client consulting projects* Extract
and update data from portfolio accounting systems* Develop and
implement process improvements* Maintain and service relationships
with clientsRequired Skills/Experience* Excellent analytical,
problem-solving and computer competencies, with an emphasis on
quantitative analysis* Strong Excel skills, including mastery of
VLOOKUP, pivot tables, etc.* Acute attention to detail and
proofing* Demonstrated initiative, a broad perspective, creativity,
and good quantitative intuition* Sound verbal and written
communication skills* Proven ability to manage multiple tasks and
projects* Strong organizational and time management skills*
Bachelor's degree from a 4-year college/university* Two to three
years of relevant finance work experience requiredDesirable
Skills/Qualifications* Knowledge of securities markets, products,
behavior* Understanding of modern portfolio theory and its
application* Experience with portfolio operations, including
custodial relationships, portfolio accounting, performance, and
reconciliation* Familiarity with multi-factor risk models* Prior
work experience in a high-net-worth environment* Background in
client-facing functions* Experience with SQL and VBA* Ability to
work collaboratively in a team environmentCalifornia Residents: The
California Consumer Privacy Act (CCPA) requires us to inform job
applicants about the categories of information Aperio collects
about you and the purposes for which Aperio will use your
information. For personal information subject to the CCPA, please
see this Privacy Notice, which contains required disclosures and
details information that we collect as a part of our job
application process.Applicants: Please be aware and cautious about
scams and requests for information from sources claiming to be
affiliated with or working on behalf of Aperio Group. Be suspicious
of anyone contacting you from an email domain other than
"aperiogroup.com" or "app.bamboohr.com", or calling you about a job
opportunity if you have not sent a resume to us. We will never ask
for personal or background check information directly over email or
the telephone before providing a formal job offer, and we only use
secure methods to request and receive such information. If you are
concerned about the legitimacy of a communication or request, we
suggest that you call our main line (415) 339-4300 to verify.
Keywords: Aperio Group, San Francisco , Associate Portfolio Manager - Nationwide, Accounting, Auditing , Sausalito, California
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Accounting, Auditing JobsHuman Resource Supervisor Description: Human Resource and Payroll Supervisor br 60 HR and 40 Payroll Supervision br br br HR DUTIES AND RESPONSIBILITIES: br br Administers various human resources plans and procedures for (more...) Company: Location: Mcclellan Posted on: 01/28/2021 Accounts Receivable Clerk - Description: This Part Time Accounts Receivable Clerk Position Features: br br Sacramento Company is seeking Accounts Receivable Specialist to join their Company: Location: Sacramento Posted on: 01/28/2021 Accounting Clerk - Description: Currently seeking a full time Staff Accountant that will apply principles of accounting to analyze financial information and prepare financial reports as necessary. Prepare journal entries and account (more...) Company: Location: Sacramento Posted on: 01/28/2021 Full Charge Bookkeeper - IMMEDIATE OPPORTUNITY Description: FULL CHARGE BOOKEEPER br About the Job br Local Sacramento CPA firm is seeking a Full Charge Bookkeeper for a full time permanent position. Qualified candidates will have a minimum of 3 years experience (more...) Company: Location: Sacramento Posted on: 01/28/2021 Human Resource Supervisor Description: Human Resource and Payroll Supervisor br 60 HR and 40 Payroll Supervision br br br HR DUTIES AND RESPONSIBILITIES: br br Administers various human resources plans and procedures for (more...) Company: Location: Mcclellan Posted on: 01/28/2021 Part-time Bookkeeper Non-profit experience a plus! - Description: This exciting part time opportunity is an excellent chance to be a part of one of Sacramento's leading non-profit organizations. Our client is looking for an experienced bookkeeper with non-profit experience (more...) Company: Location: Sacramento Posted on: 01/28/2021 Accounting Assistant Description: Immediate opening in an engineering consulting firm for an Accounting Assistant with superior organizational Company: Location: Sacramento Posted on: 01/28/2021 Payroll Specialist - Description: The Payroll Specialist, payroll in an accurate, efficient, and timely manner. This role will also assist with accounts payable duties and work on special projects as needed. Be an integral part of the (more...) Company: Location: Sacramento Posted on: 01/28/2021 Accounts Payable - Description: A/P Clerk br Sacramento Company is seeking Accounts Payable Specialist to join their accounting team. You will be responsible for all activities Company: Location: Sacramento Posted on: 01/28/2021 Accountant Description: Currently seeking a full time Staff Accountant that will apply principles of accounting to analyze financial information and prepare financial reports as necessary. Prepare journal entries and account (more...) Company: Location: Sacramento Posted on: 01/28/2021 |