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Crude Oil & Futures Trading | Trading Strategies & Guidance

Tag: Portfolio

  • Portfolio Administrator/Assistant Trader – R&R Human Resources Solutions – Chicago, IL

    package.Please click on the link below and send your resume to: http://rrhrsolutions.theresumator.com/apply/UGwBkX/Portfolio-AdministratorAssistant-Trader.html
    From R&R Human Resources Solutions – 03 Jul 2012 16:38:54 GMT
    – View all Chicago jobs

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  • Head of US Treasury Portfolio Management- Securitized Investment- Swiss Asset Management Firm- New York

    A Swiss based Asset Manager seeks a head of US treasury portfolio management for their New York office.

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  • Broken Markets: How High Frequency Trading and Predatory Practices on Wall Street are Destroying Investor Confidence and Your Portfolio

    Product Description
    The markets have evolved at breakneck speed during the past decade, and change has accelerated dramatically since 2007’s disastrous regulatory “reforms.” An unrelenting focus on technology, hyper-short-term trading, spee… More >>

    Broken Markets: How High Frequency Trading and Predatory Practices on Wall Street are Destroying Investor Confidence and Your Portfolio

  • Portfolio Compliance Analyst

    Apply for Job Here

    POSITION OVERVIEW
    The Portfolio Compliance Analyst will assist the Chief Compliance Officer in implementing controls and monitoring the activities of the Firm to ensure compliance with ethical and regulatory standards.
    JOB FUNCTIONS
    Portfolio Compliance
    • Perform daily reviews to ensure client guidelines are being properly followed;
    • Enter new client, regulatory or other guidelines into Bloomberg CMGR;
    • Create and maintain guideline spreadsheets for portfolio manager and trader use;
    • Respond to client reporting requirements regarding guideline adherence; and
    • Produce reports for affiliated and sub-advised mutual fund boards of trustees.
    Anti-Money Laundering
    • Implement and monitor controls designed to meet applicable anti-money laundering (AML) regulations;
    • Interact with clients, including affiliated and sub-advised mutual funds, regarding AML requirements;
    • Produce reports demonstrating AML compliance; and
    • Respond to internal and external questions regarding AML compliance.
    Advertising
    • Review and assist in production of client service and external marketing materials.
     Requirements

    MINIMUM REQUIREMENTS
    • Bachelor’s degree, preferably in Business, Finance or Accounting;
    • 2-4 years portfolio compliance experience at an SEC registered investment advisor;
    • Knowledge of automated portfolio compliance systems, especially the ability to set up rules;
    • Knowledge of applicable SEC rules for investment companies, such as leverage, liquidity, diversification and concentration;
    • Knowledge and experience with anti-money laundering laws and regulations;
    • Writing and quantitative skills sufficient to prepare a wide variety of reports for clients, industry consultants and internal users; and
    • Working knowledge of MS Office Outlook, Word and Excel; knowledge of Access a plus.
    PREFERRED QUALIFICATIONS
    • Fixed income experience, particularly with mortgage-backed and emerging markets securities;
    • Knowledge of Bloomberg’s CMGR system;
    • Knowledge of regulatory investment restrictions imposed by ERISA; and
    • Experience with advertising review for an investment advisor.
    PERSONAL ATTRIBUTES
    • Able to interact professionally at all levels of a tightly-integrated corporate team, including portfolio managers and traders;
    • Possesses high integrity and a strong work ethic;
    • Self-starter and able to function independently;
    • Well organized problem solver able to manage multiple priorities and deadlines; and
    • Strong attention to detail.

    Apply for Job Here

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  • Diversified Portfolio Investment Associate, Competitive – Santa Fe, New Mexico

    We manage a taxable portfolio of $240m that beyond equities and bonds holds other forms of institutional investment such as private equity and hedge funds, real estate lp’s, and oil and gas working interests. Participate in our ongoing evolution of investment themes reflexively with selection and oversight of independent managers and implementation of a tactical overlay. Please write with a …

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  • Senior Portfolio Manager – Alternative Investments

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    AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AllianceBernstein employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies and alternative investments and, through its subsidiaries and joint ventures, operates in more than 20 countries. AllianceBernstein’s research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities. Through its integrated global platform, AllianceBernstein is well-positioned to tailor investment solutions for its clients. AllianceBernstein also offers independent research, portfolio strategy and brokerage-related services to institutional investors.
    The Alternative Investment Management team focuses on researching and developing investment products and services, employing the highest quality alternative investment managers in both hedge fund of funds portfolios and private equity multi-manager funds.
    The Senior Portfolio Manager will be the primary investment professional interface for our institutional and retail distribution and marketing efforts.  He/she will also work our private client group in the marketing of services directly to high net worth clients. The SPM will work with our sales advisors in developing relationships with institutions, retail distributors and consultants, providing in-depth discussion of the performance, portfolio positioning, investment process and market outlook of our hedge fund of funds and private equity portfolios.
    We anticipate that the SPMs’ time will include at least 50% in client-facing activities.  The role will include working with our marketing, product development, legal and operations functions to develop new products as well as tailor our services to individual client needs.
    Los Angeles, California, USA preferred, flexible to New York.  The role is likely to involve significant travel: the successful candidate must be prepared to spend about 50% of their time traveling.

    Requirements

    The ideal candidate will have five to ten years’ experience in the investment management industry with at least 3 years specific experience with alternative investments including hedge funds.  Prior marketing experience is a plus.  Strong verbal and written communications skills are a must.  Successful SPMs must display:
    • Deep and broad knowledge of capital markets including equity, fixed income, real estate, private equity, currency and commodities
    • Broad understanding of alternative investment strategies including the full array of both hedge fund strategies and private equity
    • Successful achievement of results in a complex, team-based environment

    Apply for Job Here 

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  • Portfolio Accounting Manager

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    Responsibilities: A leading international financial institution in the King of Prussia area is looking for Portfolio Accounting Managers for 6 plus month contract assignments that could lead to permanent employment. These roles will focus on the managing staff, implementing controls, and work flow improvements. This is an opportunity to work for a highly recognizable firm at a location that is growing rapidly. 

    Senior Portfolio Accountant Responsibilities: 

    • Be responsible for managing the portfolio accounting, performance measurements, and custom reporting as required by the client


    • Be responsible for managing the daily, weekly, and month-end reconciliations as well as market value for multi-currency Equity and Fixed Income Portfolios


    • Be a liaison with clients and account custodians to resolve issues and provide information regarding reconciliation and performance


    • Ensure accuracy of all portfolio and benchmark performance results and monitor performance trends


    • Assist in the creation and implementation of internal controls


    • Make recommendations for the improvement of existing controls and work flows


    • Perform administrative functions as needed


    Job Ref#: 2312~AQG~1112982T1~99

     RequirementsExperience: 

    • A BA degree in Accounting or Finance


    • 8 + years of experience in portfolio or fund accounting


    • Experience with on-boarding of new accounts and account conversions is required


    • Proficient with Excel skills


    • Excellent verbal and written skills


    • Ability to multi-task


    • Ability to manage staff effectively in a fast paced environment under time constraints

    Apply for Job Here 

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  • Asscociate Portfolio Manager – Fixed Income Credit Team

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    AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AllianceBernstein employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies and alternative investments and, through its subsidiaries and joint ventures, operates in more than 20 countries. AllianceBernstein’s research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities. Through its integrated global platform, AllianceBernstein is well-positioned to tailor investment solutions for its clients. AllianceBernstein also offers independent research, portfolio strategy and brokerage-related services to institutional investors.


    We are looking for a New York based Associate Portfolio Manager to support the senior portfolio management of the Fixed Income Credit Team. The principal function of the Associate Portfolio Manager is to support the senior portfolio management team, ensuring that investment strategies are accurately implemented in the portfolios

    The ideal candidate will have a bachelor’s degree with two to four years’ industry-related experience. Experience with fixed income is preferred. Candidates must possess strong communication, quantitative, analytical and computer skills. Strong attention to detail with the ability to multi-task and prioritize in a deadline driven environment is vital to this role. This is an exciting and challenging opportunity for someone with a willingness to learn.


    The Associate Portfolio Manager works as part of a team supporting senior portfolio managers. Specific responsibilities may include:
    • Monitor portfolios’ position weights and risk analytics compared to benchmarks and targets.  Highlight deviations and enter orders to rebalance portfolios.
    • Construct trade orders to be executed.
    • Monitor portfolio positions and trade orders for compliance with client guidelines.
    • Generate purchase or sell orders to meet client contributions or withdrawals.
    • Manage portfolio cash balances and ensure cash balances are consistent with product guidelines and current investment strategy.
    • Review proposed guideline amendments, custodial changes,  and other activities that may impact accounts
    • Review and resolve any potential post trade compliance breaches.
    • Liaise with other departments internally, including Legal/Compliance, Sales/Marketing, Investment Operations, and other Investment Teams.
    • Understand investment decisions derived from Credit strategy meetings with respect to implementation activities

    Submit cover letter and CV to www.alliancebernstein.com/careers search by Job ID 4739
     Requirements

    The ideal candidate will have a bachelor’s degree with two to four years’ industry-related experience. Experience with fixed income is preferred. Candidates must possess strong communication, quantitative, analytical and computer skills. Strong attention to detail with the ability to multi-task and prioritize in a deadline driven environment is vital to this role. This is an exciting and challenging opportunity for someone with a willingness to learn.
    The Associate Portfolio Manager works as part of a team supporting senior portfolio managers. Specific responsibilities may include:
    • Monitor portfolios’ position weights and risk analytics compared to benchmarks and targets.  Highlight deviations and enter orders to rebalance portfolios.
    • Construct trade orders to be executed.
    • Monitor portfolio positions and trade orders for compliance with client guidelines.
    • Generate purchase or sell orders to meet client contributions or withdrawals.
    • Manage portfolio cash balances and ensure cash balances are consistent with product guidelines and current investment strategy.
    • Review proposed guideline amendments, custodial changes,  and other activities that may impact accounts
    • Review and resolve any potential post trade compliance breaches.
    • Liaise with other departments internally, including Legal/Compliance, Sales/Marketing, Investment Operations, and other Investment Teams.
    • Understand investment decisions derived from Credit strategy meetings with respect to implementation activities
    Submit cover letter and CV to www.alliancebernstein.com/careers search by Job ID 4739

    Apply for Job Here 

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  • Portfolio Manager / Managing Director; $90-150K + $40K

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    PORTFOLIO MANAGER/MANAGING DIRECTOR OPPORTUNITY FOR THE RIGHT PERSON


    Company:
    We are an independent asset management firm that has built up a loyal client base with assets of $45 million. We currently have three employees and manage separate accounts with an emphasis on asset allocation. Portfolios are structured using equities and fixed income holdings. Equities are chosen following in-depth, in-house research of individual stocks, and fixed income exposure comes primarily through well-researched, high quality mutual funds. We are small but well respected. Our philosophy is to invest based on rigorous analysis of long-term company fundamentals using both value and GARP strategies. Our portfolios have outperformed the S&P 500 by 400 basis points on average annually over the last 10 years.

    Description:
    This is a very key position. We are seeking an entrepreneurial individual with a passion and talent for investing to join our firm as Portfolio Manager and hit the ground running from the day one to help our founder run and grow the business. We foresee the person will become, in a few years, our primary decision maker on investments and asset allocation and will run the business.
     Requirements

    Qualifications:

    We are looking to hire a person with keen understanding of the major issues facing investors today and a commitment to deep investment research who can generate superior portfolio returns. The ideal candidate for our Portfolio Manager position would be someone with 5-15 years of experience in the investment industry who is already comfortable with making investment decisions and can also help our firm’s founder to grow the platform by soliciting new business. Our plan is to transition primary responsibility for investments and asset allocation to the Portfolio Manager, with the founder focusing primarily on growing the business.

    Compensation:
    The package will consist of a base salary of $90,000-150,000 plus bonus and part ownership in the business. For a high-powered person with the appropriate background this could be a very attractive opening—the Portfolio Manager will have the possibility to make several times the base salary and eventually own a significant portion of the business if he can help grow it.Interested candidates should send a resume and short cover letter by email either through CareerBuilder or directly to [Click Here to Email Your Resumé].

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  • Portfolio Manager Global Macro Systematic

    Major Global Hedge Fund seeks a successful Portfolio Manager to join their Multi-Billion dollar Connecticut based Hedge Fund.

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