Our client is a large international asset management firm with a strong global presence and a long-standing track record in institutional investment management. The firm offers a collaborative, performance-driven environment with exposure to global equity markets and sophisticated investment strategies.

This role supports the Equity team across trade execution, portfolio analysis, and operational functions. The Associate will be responsible for ensuring accurate and timely execution of trades, monitoring portfolio performance, and supporting data management and reporting processes. The position also partners closely with front, middle, and back-office teams to maintain operational integrity and compliance.


Key Responsibilities

Execute and process equity trades in coordination with internal teams and external brokers

Monitor and analyze portfolio performance, including attribution and allocation

Track cash positions and maintain performance-related databases

Ensure accuracy and completeness of trade settlements and reporting

Collaborate with operations, compliance, and IT teams on process improvements and automation initiatives

Prepare daily, weekly, and monthly reports for internal stakeholders

Support equity research analysts and operations teams with administrative and analytical tasks

Maintain strong adherence to internal controls, risk management, and regulatory requirements

Bachelor’s degree in Finance, Economics, or a related field

3–4+ years of experience in financial services, with exposure to trading or investment operations

Prior experience in equities, trading, portfolio management, or related areas

Solid understanding of equity markets and financial instruments

Advanced Excel skills and strong proficiency in MS Office

Experience with Bloomberg or similar financial tools required

Familiarity with trading systems (e.g., AIM) and tools such as VBA, SQL, or data analytics platforms is a plus

Strong analytical, organizational, and problem-solving skills

Detail-oriented with the ability to manage multiple priorities in a fast-paced environment

Strong communication skills and ability to collaborate across teams

Compensation

Base Salary: $100,000 – $110,000

Eligible for discretionary bonus based on performance