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Abglobal

Portfolio Implementation Associate

New Yorkonsitejunior$95K – $105K

Posted today · via Workday

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About this role

Who You'll Work With: Private Wealth Portfolio Management Group is responsible for implementing investment strategies across our private client portfolios. As our business continues to grow and client needs become increasingly sophisticated, the team plays an important role in ensuring portfolios are implemented accurately and efficiently while incorporating client-specific requirements, including tax considerations and customization. The Portfolio Management Group works closely with Portfolio Managers, Trading, Operations, Sales, and other teams across the organization to translate investment decisions into client portfolio. What You'll Do: We are looking for a Portfolio Implementation Associate to join our Private Wealth Portfolio Management Group (PMG) in New York, NY.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: sql, power bi, teams

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

sqlpower biteams

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