Job Description

Key Responsibilities
We’re looking for a Sr. Portfolio Management Associate to support our healthcare hedge fund. The role provides operational, analytical, and general administrative support to equity portfolio managers. The person who will be successful in this role will be someone who thrives in a fast-paced environment, takes initiative, is a continuous learner, and is able to prioritize tasks for themselves and others.

What you’ll do:

• Work closely with the portfolio management team to support the foundational aspects of portfolio construction and implementation, including:

  • Monitoring portfolio cash and holdings

  • Accurately entering equity trade orders into investment systems, 

  • Providing daily, monthly, and quarterly portfolio reporting

  • Ensuring that portfolios align with client guidelines and applicable regulations.

• Act as the primary point of contact between portfolio management teams and internal business partners (Compliance, Operations, Technology, etc.).  

• Troubleshoot issues, lead portfolio management teams through operational and technological changes and participate in platform implementation activity.

• Respond to ad hoc requests from portfolio managers, including requests for portfolio analytics, transaction details and market commentary

What you’ll like about the role:

• The opportunity to work closely with investment professionals and to gain exposure to investing in the healthcare sector

• Making an impactful contribution to the success of the team and helping clients to achieve their investment goals

• A working climate that values and supports varied perspectives and cultures

Required Qualifications

• Bachelor’s degree or equivalent work experience

• Strong interpersonal skills with the ability to collaborate with multiple teams at multiple levels

• Strong interest in financial markets and investing

• Significant experience with MS Excel, an interest in programming languages and an ability to quickly learn specialized investment systems

• Attention to detail, accuracy, and timeliness

Preferred Qualifications

• Science or healthcare related degree or training

The estimated rate for this role is $75,200 - $90,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

We are an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.