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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

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