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Associate Portfolio Manager

Affinity Investment Advisors, LLCNewport Beach, CA$94,058 - $94,058
This week
Full-timeOn-site

Company

Affinity Investment Advisors, LLC

Location

Newport Beach, CA

Salary

$94,058 - $94,058

Type

full-time

Work Location

on-site

Job Description

Associate Portfolio Manager sought by Affinity Investment Advisors LLC to support the PM in managing designated active equity portfolios, performing systematic equity research, and research and enhance the investment product and portfolio management process, etc. Salary: $94,058.00 per year. Job site: Newport Beach, CA. Resume to 5140 Birch St. #300, Newport Beach, CA 92660. Attn. Gregory Lai.

Full Description

Support the PM in managing designated active equity portfolios, performing systematic equity research (fundamental and quantitative), and research and enhance the investment product and portfolio management process involving the following: - Perform fundamental and quantitative stock and research analysis. - Portfolio attribution analysis to explain portfolio and market performance. - For stock selection, utilizing the firm’s Scoring Model, third party databases and applications to examine portfolio holdings and screen for new ideas. - Support the risk management & analysis process, research projects, conduct research on developing new investment models, utilize portfolio construction methodology and data management tools as well as deliver ongoing research analysis through back-testing investment strategies and portfolio simulations. - Participate in the ongoing firm wide discussion on development and enhancement of the firm’s investment products. Performs analyses on methodology/approach and makes recommendations on developing new products. - The position also involves client reporting, supporting the creation of presentation materials and collaborating closely with our client service team to support client communication efforts and keeping with the investment and compliance process requirements. - Support trading, operations and portfolio administration for all accounts and strategies. - At times, leads group discussions designed to identify and debate investment issues and potential research projects. Associate Portfolio Manager sought by Affinity Investment Advisors LLC to support the PM in managing designated active equity portfolios, performing systematic equity research, and research and enhance the investment product and portfolio management process, etc. Salary: $94,058.00 per year. Job site: Newport Beach, CA. Resume to 5140 Birch St. #300, Newport Beach, CA 92660. Attn. Gregory Lai. Requirement: Master degree in Finance or Financial Engineering. Experienced required: None.