ASSOCIATE PORTFOLIO MANAGER JOB DESCRIPTION

An Associate Portfolio Manager handles the daily work of keeping client capital allocated, monitored, and performing - work that sounds procedural until a deviation goes unnoticed. When nobody in this seat is watching for model drift, tracking error against benchmark, or misalignment between mandate and execution, portfolios stray and clients leave. Across investment management firms, this role sits one level below senior PM and operates with meaningful autonomy over a defined book of accounts or asset class segment. What makes it demanding is the combination of analytical rigor and FINRA-licensed trade execution required in the same workday.

As the Associate Portfolio Manager, you support portfolio construction, trade execution, and client reporting within an investment management team, ensuring account-level compliance with investment policy guidelines and delivering insight that senior portfolio managers use to make allocation decisions. You report to a Portfolio Manager or Managing Director and operate within a structured coverage model spanning individual accounts, model strategies, or a defined asset class.

Career Impact: Managing a defined book of accounts toward CFA charterholder status sharpens both analytical judgment and client-facing credibility within investment management faster than most adjacent roles allow.

Business Impact: When client portfolios drift from mandate or performance attribution goes unexplained, advisors and end investors lose confidence - the Associate Portfolio Manager is the practitioner who prevents that outcome.

Growth Opportunity: The competencies built here - fixed income analysis, equity strategy implementation, and Investment Committee communication - are the exact prerequisites for promotion to senior Portfolio Manager or sector lead.

• Monitor client portfolios for deviation from investment policy guidelines and benchmark targets, initiating corrective trades as needed.
• Execute trades to implement asset allocation decisions, including rebalancing, cash deployment, and mandate-driven adjustments, while assessing tax implications.
• Prepare investment performance commentaries, attribution analyses, and portfolio review presentations for advisor and client meetings.
• Partner with senior Portfolio Managers to develop and refine asset class strategies, contributing research and written investment rationales.
• Maintain performance databases, composite records, and reporting libraries in conformance with department standards and regulatory requirements.
• Collaborate with operations, trading, and compliance teams to resolve account-level issues and ensure accurate settlement and execution.
• Support investor relations activities including responding to diligence requests, preparing meeting materials, and communicating portfolio updates.
• Mentor junior investment staff and contribute to team process improvement initiatives across the coverage model.

• Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent work experience.
• 3 or more years of investment management experience, with demonstrated exposure to portfolio monitoring, trade execution, or client reporting.
• FINRA Series 7 and Series 66 licenses, held or ability to obtain within a defined onboarding period.
• Progress toward or completion of the CFA designation, or equivalent professional credential.
• Solid understanding of investment products spanning equities, fixed income, mutual funds, ETFs, and separately managed accounts.
• Demonstrated ability to analyze portfolio-level risk, return attribution, and compliance with investment policy guidelines.
• Strong written and verbal communication skills, with the ability to present complex investment concepts clearly to advisors and clients.
• Proven capacity to manage multiple priorities simultaneously with high accuracy and attention to detail.

• Prior experience within a wealth management, institutional asset management, or registered investment advisory firm.
• Familiarity with financial performance reporting standards and composite administration methodology.
• Working knowledge of quantitative data analysis, including scripting or query skills applicable to large investment datasets.
• Graduate degree such as an MBA or MS in Finance, or advanced coursework in financial modeling and valuation.

• Portfolio deviation rate, measuring how frequently monitored accounts breach investment policy thresholds.
• Trade execution accuracy, expressed as the percentage of orders completed without error or reprocessing.
• Attribution report turnaround time, tracking how quickly performance explanations reach senior PMs and clients.
• Composite compliance rate, reflecting how consistently managed accounts remain within benchmark-relative guidelines.
• Client retention rate within the managed book, indicating satisfaction with reporting and communication quality.
• Typical tools: portfolio accounting systems (commonly Advent, Orion, or SEI); financial data platforms (commonly Bloomberg or FactSet).

• Base Salary Range: $85,000 to $130,000 annually, depending on experience and firm size.
• Bonus: Annual performance bonus typically 10% to 25% of base salary.
• Equity: Uncommon at this level; profit-sharing arrangements offered at select firms.
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by firm.
• PTO: 15 to 20 days annually, plus standard US holidays.
• Common Perks: CFA exam fee reimbursement, continuing education support, licensing cost coverage.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Successful completion of a background check, which may include employment history verification and a credit history review consistent with financial industry standards, is required as a condition of employment. All qualified applicants will receive equal consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process upon request. Candidates must be authorized to work in the United States.

The Associate Portfolio Manager/Portfolio Manager, Fundamental Equities leads the evaluation, diligence, and execution of Fundamental+ and other public markets investment opportunities, delivering written investment rationales, due diligence reviews, and industry overviews for significant concentrated positions in listed and private companies. Reporting to the Managing Director, Fundamental Equities, this work supports the Fundamental Equity global strategy within IMCO's Public Equities platform and enables both portfolio performance and the mentoring of the direct investments team.

Key Responsibilities

• Lead and support the underwriting process for new Fundamental+ and public market opportunities, including detailed financial and business modelling, preparing detailed diligence, investment memos, and collaborating on investment research.
• Source, research, recommend, and manage global investment opportunities in public and private markets.
• Support the on-going development, implementation, and execution of the Fundamental Equity global strategy within Public Equities.
• Participate in the analysis and evaluation of investment opportunities aligned to corporate strategy.
• Support the management of the Fundamental Equity portion of the Public Equities portfolio relative to key benchmarks with a high attention to detail.
• Work and collaborate on proposals to enhance risk-adjusted performance of the overall portfolio considering all aspects of portfolio management.
• Support the team's efforts to execute the strategy, and provide day-to-day direction, guidance and mentoring to junior staff.
• Collaborate with Finance, Investment Operations & Accounting, and other Investment professionals on issues related to financial accounting and reporting of IMCO's Public Equities investments.
• Support the build out of investment performance commentaries for internal and external distribution, including monthly or quarterly meetings, Investment Committee meetings, and annual corporate financial reporting.

Required Qualifications

• Undergraduate degree in Finance, Business or a related field required; graduate degree (e.g., MBA) and/or professional designation (e.g. CFA, AACI) is an asset.
• Minimum of 4-5 years of investments industry experience; backgrounds in private equity, consulting, investment banking and corporate development will be considered.
• Knowledge of Public Equities markets with hands-on transactional experience; direct experience executing or advising structured, illiquid and/or negotiated public and private markets investments preferred.
• Strong familiarity with accounting, tax, legal and strategic considerations relevant to complex international transactions.
• Excellent quantitative, analytical, financial modelling, problem solving and organizational skills.
• Advanced knowledge of all Microsoft Office applications required.
• Understanding of risk management principles and practices.
• Strong verbal and written communication skills required to exchange complex information, present findings, and build key working relationships.
• Self-starting ability to identify and analyze complex investment opportunities and apply independent, objective judgment to complex situations.
• Ability to cultivate partnerships, work collaboratively in a team environment, and commit to developing and mentoring junior team members.

Embedded within a client-facing investment advisory team, the Associate Portfolio Manager partners with portfolio managers to recommend strategic asset class allocations, execute trades, and deliver ongoing portfolio monitoring across a full book of business. Working closely with technology, strategy, operations, and trading teams, the Associate Portfolio Manager enables superior client outcomes by bridging PM and research guidance to both advisors and end clients.

Core Functions

• Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients.
• Conduct introductory and ongoing review calls, build client relationships, discuss economic outlook, and tie portfolio strategies to client goals and aspirations.
• Respond to incoming calls, emails, and inquiries from clients and advisors regarding portfolio characteristics, economic updates, investment thesis, and specific strategies.
• Create, research, and provide detailed ad-hoc analyses; manage book analyses across the total book of business, segments, and client portfolios.
• Track new clients and specific actions across the book; execute trades to implement asset allocations based on mandates, cash needs, strategy changes, and rebalancing while assessing tax liabilities and account restrictions.
• Monitor client portfolios for deviations from specified strategy and create or review client portfolio review and risk/return analysis presentations.
• Delegate portfolio management tasks among team members and reinforce PM/Research guidance throughout the team environment.
• Foster growth of responsibilities and thinking, promote colleague development, and nurture their aspirations and goals.
• Collaborate with technology, strategy, operations, and trading teams to improve firm-wide processes and support management of process control on the team.
• Complete special projects as requested.

Qualifications & Experience

• Master's degree (MBA) and/or CFA, received or underway.
• FINRA Series 7 and 66 securities licenses, or ability to obtain.
• Minimum 6 years of experience in Investment Management.
• Extensive knowledge of markets, industry, and portfolio management expertise, including CNR investment products, macro-economic environment, and research philosophy.
• Analytical skills with the ability to translate theoretical into practical, flawless execution, and attention to detail.
• Extensive knowledge of the firm's proprietary trading and portfolio accounting systems.
• Ability to articulate complex concepts to advisors and clients with varied investment knowledge; shift seamlessly from high-level to specific detail.
• Skill in demonstrating empathy, emotional intelligence, relationship management, and communication.
• Ability to operate well in a high-growth, high-volume environment while using sound judgment and working independently.
• Assessment, teaching, and continuous improvement mindset with strong problem-solving skills.

Reporting to the Chief Investment Officer and Director of Platform Services, the Associate Portfolio Manager supports investment portfolio management activities across HTLF Wealth Management, including trading model-based portfolios, producing client reporting, and maintaining investment composite administration. Partnering with Portfolio Managers, Wealth Advisors, and the Risk Management and Trading Manager, this role enables compliant account execution and high-quality client service delivery across subsidiary bank departments.

Primary Duties

• Maintain department model/account strategies across Digital Investment and Wealth Platforms to ensure proper account assignment, trading, and execution.
• Assist Portfolio Managers and Wealth Advisors in money management activities and client service within established investment policy guidelines and approved funds/models.
• Manage model-based portfolios, including investing, raising cash, rebalancing, and trading for designated accounts; perform investment reviews for compliance with department policies and regulatory requirements.
• Ensure client accounts are set up, traded, and accurately executed and settled to mitigate monetary risk from inaccurate investments and trades.
• Participate in the administration and maintenance of performance database, reporting library, and investment composite administration.
• Prepare sales and investment review materials; develop and maintain investment and marketing materials including presentations, product fact sheets, performance reports, and Morningstar templates; assist with Client Acquisition Services (CAS).
• Provide ongoing data support of financial planning tools utilized by Wealth Advisors and accurately record minutes for quarterly Investment Committee meetings.
• Maintain extensive knowledge of all WM offerings to serve as a resource for subsidiary bank departments; participate in Investment Department calls and training.
• Assist the Risk Management and Trading Manager with training for Investment Assistant positions.
• Complete annual E-Learning Plan and Bank Secrecy Act (BSA) training and perform other duties as assigned.

Skills & Qualifications

• Bachelor's degree in Business Administration, Economics, Finance, or related field, or equivalent work experience required.
• 1-3 years of experience in financial services or equivalent required.
• Thorough understanding of investment products and services.
• Proficient with Microsoft Office applications; advanced proficiency in Microsoft Excel preferred.
• Working knowledge of Morningstar, Factset, Bloomberg, and SEI software programs a plus.
• Ability to quickly learn and use diverse software required for the position.
• Strong problem-solving and attention-to-detail skills; ability to work effectively in a fast-paced environment and prioritize multiple tasks.
• Ability to support and receive instruction and direction from multiple staff members.
• Ability to travel when requested.

Sitting at the intersection of systematic credit portfolio management and ESG research, the Associate Portfolio Manager applies European HY and IG credit selection models and multi-allocation frameworks to drive daily investment and risk management within BlackRock's fixed income portfolios. Operating across the Factors, Sustainability & Solutions team, Research & Innovation, Trading, and Product Strategy, the Associate Portfolio Manager shapes client portfolio solutions and advances the BlackRock Sustainability ecosystem.

Duties

• Lead daily management of portfolio investments and portfolio risks, including investment of cash flows in a risk-controlled manner while applying the highest fiduciary standards.
• Review and apply European HY and IG credit selection models and multi-allocation credit models.
• Contribute to ESG research, product development, and processes through portfolio, benchmark, and factor-based research; drive ESG efforts in partnership with the Factors, Sustainability & Solutions team and Research & Innovation.
• Develop and automate tools, reports, and frameworks to improve PM processes, monitor risks, attribute performance, and design custom portfolio solutions for clients.
• Partner with Product Strategy to grow the business and contribute to client experience by participating in portfolio reviews and client pitches.
• Work closely with BlackRock's Trading team to source liquidity and ensure optimal execution.
• Collaborate with partner teams to improve the efficiency and accuracy of portfolio management processes.

Requirements

• Prior experience in portfolio management or a Fixed Income related role required; prior experience in research beneficial but not essential.
• Knowledge of fixed income markets and indices; HY or IG credit preferred but not required.
• Knowledge and passion for financial markets; strong investment and operational risk management awareness.
• Python coding experience to an intermediate level.
• Strong process-oriented background including introduction and innovation of controls and procedures.
• Knowledge of Aladdin tools (PfC, PfM, Dashboard, Explore) and Sustainability experience beneficial but not required.
• Strong communication and interpersonal skills for partnerships with Research & Innovation, Trading, Operations, Product Strategy, Risk, and Quantitative Analysis teams.
• Demonstrated planning and organization skills with the proven ability to work efficiently under pressure in time-sensitive, challenging situations.
• Strong analytical, organizational, and problem-solving skills with impeccable attention to detail; demonstrated success working both independently and collaboratively in a fast-paced, entrepreneurial environment.

A key member of the Vertical Portfolio Management team within Marketplace Operations, the Associate Portfolio Manager builds cross-functional alignment across business units at Convoy to identify leakages, unlock growth, and improve top-line and bottom-line outcomes across vertical portfolios. Collaborating across disparate groups with competing priorities, the Associate Portfolio Manager delivers data-driven scenario planning and strategic recommendations that reach executive leadership.

Functions

• Influence outcomes across multiple disparate groups with competing priorities without direct authority.
• Drive effective teamwork, collaboration, and commitment through executive presence and the ability to confidently defend and challenge positions in verbal and written communications.
• Synthesize data into insights and actions that unlock incremental and large operational and business improvements; perform complex business scenario planning using strong analytical and financial skills.
• Translate data into strategic and tactical recommendations for audiences ranging from frontline teams to executive leadership.
• Assess costs, benefits, and risks to programs; identify and respond to risks and high-priority issues rapidly and effectively.
• Bring high emotional intelligence and humility to unite groups around the best possible solutions.

Experience & Qualifications

• Bachelor's degree in Business, Economics, Finance, Supply Chain, or related field preferred.
• 1-3 years of professional experience in progressive analytical or strategic roles.
• Strong analytical skills - moderate to advanced Excel/Sheets, SQL or equivalent coding background, with experience creating dashboards and tracking key business metrics.
• Ability to communicate complex topics clearly in both written and verbal form to internal and external stakeholders, including senior executives, with keen attention to detail.
• Comfortable tackling complex problems with simple frameworks; able to prioritize workload and manage multiple projects simultaneously.
• Confident yet humble; enjoys hearing diverse perspectives and believes there is a path to a solution to every problem.

Superior manager selection and overlay portfolio execution for Natixis Investment Managers Solutions depends on the Associate Portfolio Manager, who collects and attributes manager performance data across equity, fixed income, and real estate strategies while assisting in writing investment commentaries for clients, advisors, and due diligence teams. Based within the portfolio management team, the Associate Portfolio Manager coordinates sub-advisor onboarding, integrates quantitative screening tools, and supports active tax loss harvesting and ETF proxy basket maintenance.

Accountabilities

• Collect, analyze, and attribute manager performance data across domestic large/small cap equities, international equity strategies including emerging markets, real estate, and fixed income strategies.
• Partner with the portfolio management team to integrate additional quantitative tools into the manager screening, research, and monitoring process.
• Assist portfolio managers in writing investment commentaries, investment rationale, and performance attribution analysis for internal sales force, clients/financial advisors, and sponsor firm due diligence teams.
• Compile quarterly performance and portfolio characteristic data; monitor separate account and institutional composites relative to benchmarks.
• Participate in and lead conference calls with sub-advisor portfolio management teams.
• Coordinate onboarding of new managers providing model portfolios for implementation by Natixis Investment Managers Solutions.
• Assist with active tax loss harvesting, maintenance of active ETF proxy baskets, and provide direction to trading with respect to model and account implementation.
• Collaborate with portfolio management colleagues on product development projects.

Technical Qualifications

• Undergraduate degree required; progress toward CFA designation strongly preferred.
• 2-5 years of experience monitoring and evaluating investment management strategies.
• Prior experience with financial technologies such as FactSet, Bloomberg, and Morningstar; coding and advanced Excel skills viewed favorably.
• Eloquent and persuasive communicator, both verbal and written.
• Ability to think critically, research and analyze data, and work on multiple issues or projects simultaneously.
• Outstanding client service and interpersonal skills; demonstrated organizational skills and attention to detail.
• Resourceful, results-driven problem solver.

As the Associate Portfolio Manager, this role manages assets across cash and index strategies while implementing client-aligned investment strategies in conformance with applicable regulations and investment policies. The investment management team relies on this work to retain and expand client relationships, maintain compliance with investment guidelines, and support jurisdictional governance responsibilities across global markets.

Activities

• Manage assets in less complex structures such as cash and/or index strategies, and assist more senior portfolio managers as needed.
• Implement investment strategies consistent with client financial goals, risk tolerance, and applicable investment policies and regulations.
• Work with research, strategy team members, other portfolio team members, Senior Portfolio Managers, and global analysts; serve as liaison with other internal departments.
• Evaluate investment performance and make timely changes to portfolios to meet investment objectives or allocation guidelines.
• Meet with clients and new business prospects to communicate investment strategy, discuss performance, and review current market conditions.
• Monitor compliance with investment guidelines and objectives; provide attribution analysis for tracking error.
• Contribute to team and firm profitability by supporting retention and expansion of existing client relationships through superior investment performance and client service.
• In some regions, serve as the primary interface for jurisdictional and regulatory matters and may carry entity governance responsibilities.

Position Requirements

• Bachelor's degree or equivalent combination of education and experience required.
• Advanced or graduate degree preferred.
• 3-5 years of investment experience preferred; 2+ years preferred for MBAs or CFAs.
• Applicable local or regional licenses or certifications as required by the business.
• Bi-lingual capabilities and understanding of local and cultural nuances helpful in serving clients as a global firm.

Associate Portfolio Manager delivers municipal bond trade execution and investment idea generation across firm-wide portfolios within PIMCO's Municipal Separately Managed Account team, supporting $54 billion in assets under management. Success in the position means synthesizing sell-side trading data and credit analysis to identify fair market value opportunities while reporting directly to the SVP, SMA Portfolio Manager in a collaborative investment team setting.

Operational Focus

• Execute municipal bond trades and orders across firm-wide portfolios.
• Communicate with sell-side traders and desk analysts to synthesize trading data and market color for Senior PMs.
• Monitor and evaluate individual municipal separately managed accounts.
• Apply analytical and credit resources to determine fair market value for securities and identify opportunities based on portfolio needs.
• Conduct technical analysis of large sets of market and/or account level data per Senior PM inquiries.
• Generate and clearly articulate investment ideas over time.

Knowledge Skills & Abilities

• Bachelor's degree from an accredited institution required.
• Working toward CFA designation is a plus.
• 2-5 years of relevant professional experience.
• Knowledge of fixed income investing with emphasis on municipal bonds a plus.
• Strong quantitative skills with the ability to identify problems and execute solutions; ability to prioritize multiple assignments simultaneously.
• Experience or exposure to SQL, Python, R, and/or VBA a plus; proficient in Excel and Bloomberg required.
• Outstanding communication and relationship-building skills for a collaborative work environment.
• Strong dedication to integrity, attention to detail, ability to prioritize, and a keen desire to learn and take feedback.

The Associate Portfolio Manager produces market views and monitors investment grade credit positioning across client portfolios on behalf of the Taxable Fixed Income team, ensuring alignment with client risk and return expectations. Reporting into the team's senior investment leadership, the Associate Portfolio Manager supports existing client relationships and new business development while proactively communicating changes on portfolio holdings.

Key Deliverables

• Monitor the investment grade credit market and develop a market view.
• Ensure positioning within client portfolios is consistent with views and client risk and return expectations.
• Work with internal operating teams to ensure processes and systems are appropriate and continuously improving.
• Engage with client-facing teams to service existing clients and new business opportunities as needed.
• Proactively communicate changes and updates on existing portfolio holdings.

Professional Experience

• Bachelor's degree required; CFA or progress toward CFA would be additive.
• Minimum 5 years of credit markets experience preferred.
• Strong analytical skills with the ability to apply them in a highly practical fashion; ability to work quickly and accurately in a fast-paced, dynamic environment.
• Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment.
• Proactive approach to idea generation and continuous review and improvement of processes.
• Demonstrate integrity and sound, independent credit judgment.

Reporting to senior technology and financial services leadership, the Associate Portfolio Manager oversees end-to-end project management of medium-to-high complexity application and infrastructure projects, managing vendor relations, scope, risk, and client expectations throughout the full project lifecycle. Partnering with business analysts, developers, QA, and cross-functional IT teams, this role ensures on-time, on-budget delivery in conformance with SDLC methodologies while providing mentorship to junior team members.

Areas of Ownership

• Develop detailed project plans and schedules for application and infrastructure projects, including goals, risks, and resource allocation; monitor results for significant deviations.
• Manage vendor and client relations to ensure service expectations are developed and met; maintain regular client contact and coordinate reporting on project progress and accomplishments.
• Serve as liaison between clients and internal technical groups to ensure delivery of projects on time, within budget, and to specification; manage communication at a detailed functional level and discuss and resolve issues.
• Manage client expectations and ensure project delivery in conformance with company SDLC methodologies; manage the project lifecycle from initiation through program closure.
• Proactively identify and manage risks, issues, and dependencies; propose strategies, workarounds, and risk mitigation actions; monitor for deviations and work collectively with IT functions to address incidents and high-priority defects.
• Prepare project plans from high-level to technical detail, estimating milestones, activities, effort, duration, and role/skill sets per activity; work closely with business analysts, developers, and QA to execute.
• Lead and coordinate resources across organizational boundaries; provide leadership, guidance, and mentorship to team members as a subject matter expert.
• Oversee end-to-end project management activities including reporting, planning, issue/risk tracking, scope management, estimation, and client and relationship management for highly complex, multi-system projects.

Education & Experience

• Bachelor's degree in Business Administration, Management Information Systems, Computer Science, or equivalent work experience required.
• Project Management Professional (PMP) or Certified Scrum Master (CSM) certification required.
• 9-12 years of experience; technology or financial services industry strongly preferred.
• Knowledge of SDLC including Waterfall and Agile methodologies; experience in infrastructure and software project management and ITIL environment (change, incident, and service management) preferred.
• Exceptional ability to manage multiple concurrent projects and priorities, including portfolio budget management; experience supporting customer-facing, high-volume, mission-critical applications preferred.
• Ability to present technical and non-technical information effectively to customers and senior management; executive-level reporting and communications skills.
• Demonstrated ability to estimate, plan, monitor labor hours, manage project resources, and work productively with diverse teams; strong organizational skills - document, log, and track actions and issues.
• Bi-lingual Spanish a plus.

Reporting to Therapeutic Area and Functional Area Senior Management, the Associate Portfolio Manager refines portfolio strategy and execution across discovery, translational pharmacology, and development efforts within the company's GPAM organization. Partnering with Project Leads, TA Heads, Committee Chairs, Finance, and alliance partner functions, this role enables compliant project delivery, governance committee effectiveness, and talent development across cross-functional and cross-divisional teams.

Role Responsibilities

• Maintain the portfolio view for the breadth of TA projects, including timing and anticipated milestones, in partnership with TA Head, Discovery Core Team Leads, and subject matter experts.
• Contribute to, synthesize, and articulate strategy; translate strategy into execution and capture portfolio metrics including resources, project distribution, phases of development, and site allocation.
• Partner with Finance to ensure resources and budgets are planned and managed; maintain accurate project data in enterprise databases.
• Provide organizational and process expertise to enable navigation of discovery, development, corporate governance, archival, and other business requirements.
• Collaborate effectively with functional areas, support functions, and alliance partner functions to facilitate project delivery.
• Prepare regular reports on portfolio metrics, issues, and opportunities for senior management and governance committees.
• Manage or administer strategic, cross-functional, and cross-divisional committees; prepare for, facilitate, and document meeting outcomes, ensuring clear purpose, objectives, and conflict resolution.
• Provide mentoring, coaching, and oversight to Specialist/Senior Specialist Project/Portfolio Managers on common projects.
• Actively participate in ongoing training and personal development to increase leadership competency and knowledge in portfolio/project management and pharmaceutical drug discovery and development.
• Manage projects in discovery or early development, guiding teams through creation, approval, execution, and closeout of integrated project plans appropriate to the phase and complexity.

Background & Experience

• Bachelor's degree with a concentration in a scientific or applied discipline required.
• Advanced degree (e.g., MS, MBA) preferred.
• PMP, PfMP certification, and/or formal coursework in project or portfolio management preferred.
• 5-10 years of experience in drug discovery/development in pharmaceutical/biotechnology with demonstrated project or portfolio management skills.
• Demonstrated leadership and ethics; ability to hold others accountable for delivery across multiple levels of an organization.
• Strong partnership and problem-solving skills; able to establish good working relationships at all levels, resolve conflict, and devise creative solutions.
• Strong communication skills, both oral and written; demonstrated ability to build and manage teams, committees, and task forces effectively.

Sitting at the intersection of credit portfolio oversight and operational strategy, the Associate Portfolio Manager supports day-to-day operations across Generate Capital's credit portfolio, with emphasis on financial planning and analysis, fund administration, and treasury management activities. Operating across the Credit team, Finance, and external stakeholders, the Associate Portfolio Manager oversees cash reconciliation, NAV review, annual budgeting, and internal control measures to ensure portfolio integrity and accurate reporting.

Job Functions

• Assume day-to-day management in the assessment and identification of needed initiatives within Credit team operations, with an eye toward optimization and improvements; devise, implement, and maintain new systems, protocols, and practices.
• Communicate with and incorporate feedback from stakeholders across the Capital organization; assist in scoping, scheduling, and executing internal meetings and briefings on key operational issues and best practices.
• Work with large financial data sets to perform regular analyses including treasury management, capital management, weekly liquidity, monthly cash flow, monthly management reports, and capital status updates; perform variance analyses.
• Project manage and perform analysis for annual budgeting and quarterly forecasting; support the VP, Credit Finance in preparing month-end financial packages.
• Work closely with the Credit team to monitor, analyze, and ensure proper accounting of the credit portfolio; monitor cash movements, perform reconciliations and investigations to identify and resolve breaks.
• Ensure proper internal control measures including support for wires, invoices, and internal and external audit requests; review monthly NAV determinations and related records for accuracy.
• Analyze requests to modify transactions for impact to fund accounting, investment administration, and financial planning; monitor portfolio activity to ensure complete and organized records for every deal.

Minimum Qualifications

• 4+ years of experience in investment management, project finance, structured credit, leveraged finance, or a related field.
• Prior experience at an asset manager, loan administrator, renewable energy, or infrastructure finance firm in a finance-related or investment operations role.
• Exposure to loan agreements and experience reading or interpreting lending agreements and supporting documentation.
• Knowledge of GAAP project accounting and financial concepts; ability to create and adapt financial models for planning and management reporting needs.
• Outstanding communication and interpersonal skills including empathy, intuition, and listening; action- and results-oriented with honed attention to detail.
• Demonstrated ability to work effectively in a cross-functional team; ability to rapidly learn new concepts with minimal formal instruction.
• Intellectual agility and curiosity; superb analytical and problem-solving skills; high level of self-awareness and humility.

A key member of the flagship open-ended debt strategy team, the Associate Portfolio Manager develops financial models and investment analyses to evaluate new transactions, optimize portfolio construction through scenario analysis, and support investor relations for both existing and prospective capital partners. Collaborating across Accounting, Originations, Closing, Fund Administration, Valuation, and Asset Management teams, the Associate Portfolio Manager enables fund growth, liquidity management, and quarterly investor reporting.

What You'll Do

• Evaluate potential transactions and assess risk-adjusted returns in the context of the fund's target portfolio construction.
• Monitor and maintain investment pipeline in coordination with joint venture partner; assist in development and evaluation of investment strategy and guideline updates.
• Perform financial modelling and analytics around performance projections and return optimization through scenario analysis on portfolio construction.
• Provide ongoing support for investor relations and capital raising through active participation in client meetings; provide responses to diligence requests and preparation of meeting and marketing materials.
• Provide regular and ad-hoc updates to management and Fund Investment Committee on investment analysis, strategy reviews, and Investment Committee minutes.
• Coordinate with Accounting, Originations, and Closing teams to forecast and manage fund cash flow and liquidity, including capital calls, distributions, and fund leverage.
• Monitor existing investments and investment guideline, restriction, and covenant compliance; communicate with Investment Committee, Risk Management, and Compliance as needed.
• Maintain and update fund-specific SOPs, business plans, and annual budgets; lead oversight of quarterly investor reporting and valuation in collaboration with Accounting, Fund Administration, Valuation, and Asset Management teams.
• Assist with coordination and preparation of quarterly and annual investor meetings; perform routine analysis and research for client-related requests.

Required Qualifications

• University degree preferred in a relevant field; MBA or MS in finance, accounting, or real estate preferred.
• Relevant certification (e.g., CPA, CFA) preferred.
• 2+ years required; 3+ years preferred, with prior experience in real estate and/or finance, mortgage origination, underwriting, and/or portfolio management; 4-7 years of commercial real estate industry experience preferred.
• Strong knowledge of commercial real estate, economics, finance, and valuation; familiarity with commercial real estate fundamentals and terminology.
• Self-motivated with strong analytical, quantitative, and problem-solving skills; exceptional organizational skills with attention to detail.
• Experience with Yardi IP/IM, Argus Enterprise, R, and data visualization software (Tableau, PowerBI) preferred.
• Excellent written and verbal communication skills; collaborative with a proven ability to interact effectively with other functions and team leaders.

Quarterly and monthly portfolio valuation for a real estate fund depends on the Associate Portfolio Manager, who leads property-level valuations using Argus software and third-party appraisers while managing cash flow models for leasing, capital expenditures, and capital markets assumptions. Serving as a key collaborator to the Principal and Managing Director, Portfolio Manager, this role enables NAV accuracy, hold/sell analysis, and investor relations support across the Portfolio Management, Acquisition, and Asset Management teams.

Day-to-Day Responsibilities

• Lead the valuation process for fund properties working with third-party appraisers and Argus software for revenue and capital projections.
• Manage property cash flow models for leasing activities, capital expenditures, market leasing assumptions, and capital markets assumptions.
• Acquire detailed market knowledge including location, product, and supply and demand within each market; conduct market research on real estate fundamentals and competitor analysis.
• Manage review and approval of NAV calculations from FP&A team; provide support in managing fund financial model, forecasting equity deployment, investment volume, fund and asset-level returns, and portfolio structure.
• Support detailed hold/sell analyses at the property, submarket, and market levels; collaborate with acquisitions and development teams to review proposed new investments for the fund.
• Benchmark fund against NCREIF indices; support budgeting process including capital projections, equity raise forecasts, and deployment projections.
• Assist Investor Relations team with due diligence requests from prospective investors; respond to and fulfill ad hoc investor and consultant requests.

Education & Experience

• Bachelor's degree in finance, accounting, or related field, or equivalent experience required; MBA or MS in finance, accounting, or real estate preferred.
• Relevant certification (e.g., CPA, CFA) preferred.
• 1-3+ years of applicable work experience, preferably in commercial real estate valuation or investment; appraisal or valuation experience highly desired.
• Proficiency with accounting fundamentals, financial analysis, and understanding of DCF, IRR, and investment valuation concepts.
• Strong Excel model building and PowerPoint presentation skills; proficiency in Microsoft Office Suite.
• Experience with Yardi IP/IM, Argus Enterprise, R, and data visualization software (Tableau, PowerBI) preferred.
• Ability to define problems, collect data, establish facts, and draw valid conclusions; communicate articulately and effectively in verbal and written form.
• Organized and detail oriented with the ability to adapt to a changing, fast-paced environment; ability to build and maintain effective, collaborative relationships with internal and external partners.

As the Associate Portfolio Manager, this role oversees investment and portfolio strategy execution across office, multifamily, SFR, retail, and mixed-use asset sectors, developing financial models, producing investor communications, and managing analyst and associate staff through the full ownership lifecycle. The real estate funds team relies on this work to deliver benchmark-quality returns, support deal sourcing and underwriting, and maintain machine learning-informed portfolio strategy across multiple fund vehicles.

Scope of Work

• Assist in the execution of investment and portfolio strategies through the asset ownership lifecycle, including development of annual account business plans and financial projections.
• Provide strategic insights using benchmark data and analytical tools to drive improvement in portfolio-level returns.
• Attend portfolio review sessions with asset management and investment review sessions with acquisitions teams to ensure account and asset business plan strategies are being implemented.
• Foster customer-centric mission, including asset and market tours and property communication; assist in coordinating quarterly and annual client meetings.
• Assist in the preparation of investor communications including quarterly investor reports, annual business plans, performance updates, and scheduled and ad-hoc investor presentations.
• Manage and run financial models for the firm's funds, including historical and projected asset cash flows and investor contributions and distributions; create sophisticated analyses for tracking and reviewing returns and performance at asset and fund levels.
• Oversee analysts and associates on the team, enhancing their skills in real estate strategy, financial modeling, and investor communications.
• Support deal sourcing and underwriting, including screening potential deals according to investor acquisition criteria.

Qualifications & Experience

• Bachelor's degree or equivalent required.
• 5+ years of relevant experience.
• ARGUS experience required; experience with Portfolio/Asset Level Dashboard platforms such as Waypoint, Workspace, and/or RealPage.
• Excellent analytical skills and Excel modeling capabilities; strong written and verbal communication skills.
• Understanding of private equity, investment risk, and capital markets preferred.
• Ability to prioritize, multi-task, and maintain team orientation and collegial mentality.
• Unquestioned integrity, highest ethical standards, and commitment to excellence.

Associate Portfolio Manager advances the Diversified Industrials sector portfolio by delivering financial analysis, credit reviews, and research on borrowers to support senior officers and associates in loan portfolio management and credit application preparation. The work directly supports quarterly and annual loan reviews, deal structuring, and ad hoc management reporting across a bank credit environment.

Work Activities

• Conduct financial analysis and research on borrowers to assess historical performance and future projections, including cash flow analysis and risk capital calculations.
• Gather support documentation to structure deals, liaise with middle and back office for KYC purposes, and assist in drafting pre-screen memos for the Credit Department.
• Conduct quarterly and annual reviews of the loan portfolio and handle a variety of system and procedural issues related to borrowers such as internal grading, monthly/quarterly reporting, and other ad hoc projects.
• Assist with amendments, loan closings and funding, and other credit and documentation events that may impact the borrower.
• Undertake research and analytics related to specific sectors, regions, or loans, and stay abreast of current market conditions.
• Provide ad hoc reports for management.

Skills & Qualifications

• A minimum of 1 year of experience working as an analyst at a bank or financial institution.
• Experience in preparing credit applications, performing cash flow analysis, ability to read and interpret financial statements, and strong accounting skills.
• Strong analytical and critical thinking skills; ability to synthesize large amounts of information, analyze risk, and identify mitigating factors.
• Must be proficient in the use of MS Excel, Word, and PowerPoint.
• Able to quickly learn and adapt to new processes and systems; demonstrates intellectual curiosity and an interest in continuous learning.
• Self-driven and motivated; takes personal ownership of specific assignments with a high degree of attention to detail and ability to complete work accurately against strict deadlines.
• Highly collaborative and flexible in a team and client environment; able to form good relationships internally and externally and coordinate with various internal departments across the bank.
• Ability to organize thoughts and clearly articulate points and provide summaries and explanations of transactions verbally or in writing to management or other internal departments.

The Associate Portfolio Manager creates in-depth portfolio analyses and performance reports across consumer finance products within a DBS business unit, monitoring risk controls, scorecards, and policy iterations to optimize loan portfolio outcomes. Reporting to team and department leadership, this role coordinates with local and group teams, RMG, and cross-functional business partners to deliver data-driven interventions and maintain effective checks and balances across Business, Risk, Tech, and Control functions.

Performance Expectations

• Utilize data from various management tools to provide in-depth analysis of portfolio and impact factors for different consumer finance products.
• Analyze actual results against plan and forecast; recommend interventions and proactively work with management and business partners to increase utilization rate.
• Gather business intelligence, analyze data trends, identify root causes, and provide information to team members and department leadership.
• Support BAU service of consumer finance business including credit policy review and tracking, scorecard optimization, collections, anti-fraud mechanism review, blacklist management, and exception case handling.
• Follow DBS procedures for vendor selection, ORT process, Product Guidelines, and Market practices; initiate and oversee experimentations for policy and process iterations.
• Institute healthy checks and balances between Business, Risk, Tech, and Control functions with DDOM.
• Perform data analysis and performance tracking after loan drawdown; work with RMG to fine-tune risk management controls and scorecards.
• Coordinate with local and group teams to ensure proper support; consolidate and manage change requests in-country to achieve requirements correctly and effectively.
• Create and deliver reports and presentations driven by data analytics; handle any ad-hoc support as demanded by team and strategy.

Required Qualifications

• Bachelor's degree or above in Math, Statistics, Sciences, Engineering, or Business.
• 5+ years of relevant industry and portfolio management experience, including experience in portfolio and liabilities management and data analysis and MIS reporting.
• Strong MS Excel skills essential; SQL, Python, Data 360, and Tableau skills are added advantages.
• Knowledge in forecasting, scheduling, and understanding of competitor products.
• Relationship building and management skills; good written and verbal communication skills.
• Results-oriented with the ability to handle pressure and meet tight deadlines.

Embedded within the Insurance Solutions team, the Associate Portfolio Manager develops positioning strategies, analyzes industry trends, and executes product implementation across life insurance offerings in close coordination with Product Management, Marketing, Service, and Agency teams. Working closely with the Insurance Solutions Market Manager to whom this role reports, the Associate Portfolio Manager ensures continued product suitability, supports cross-functional workstreams, and serves as a subject matter expert for business partners across the organization.

Core Responsibilities

• Support development of positioning strategies for product solutions, clearly identifying target markets, key value propositions, and intended customer experience.
• Develop and maintain strong professional relationships with business partners across the organization.
• Collaborate with Product Management teams to execute product implementation strategies and ensure rational relationship across solutions.
• Analyze industry trends and current state of product experiences to make recommendations ensuring alignment with product solution value propositions.
• Participate in cross-functional operational workstreams to clearly distinguish product value propositions for Agents and consumers and ensure continued suitability of sales practices.
• Become a reliable product subject matter expert for partners across the company.

Qualifications & Experience

• Bachelor's degree required.
• 5+ years of relevant experience with strong life insurance knowledge; Product Management, Marketing, or Agency Sales experience preferred.
• Proficient with Microsoft Office (Excel, Word, PowerPoint).
• Ability to plan and execute independent and team projects within reasonable timeframes; highly organized and detail oriented.
• Ability to communicate effectively and professionally to various stakeholders; strong interpersonal skills.
• Flexibility to juggle and prioritize multiple high-priority projects; ability to work collaboratively and develop strong working relationships with team members and partners.

Reporting to Blackstone Real Estate's senior management team, the Associate Portfolio Manager executes the tracking, consolidation, and reporting of proprietary portfolio information across all real estate sectors and global strategies, producing investor reporting, talking points, and presentation materials for internal and external stakeholders. Partnering with asset management, finance, investor relations, public affairs, and regional Portfolio Management counterparts in Europe and Asia, this role enables senior leadership preparation and global special project execution.

Strategic Responsibilities

• Become proficient in Blackstone Real Estate's global funds and investments.
• Source, summarize, and disseminate real-time information across the global portfolio.
• Work in partnership with regional Portfolio Management counterparts in Europe and Asia as well as Portfolio Management and Asset Management teams in the U.S.
• Collaborate with investor relations, public affairs, and other teams to support creation of talking points, quarterly and ad-hoc investor reporting, and presentation materials.
• Assist in preparation of the annual global investor conference.
• Support senior leadership preparation for internal meetings, ad-hoc requests, and strategy support.
• Participate in and execute global special projects relating to portfolio information and strategy and positioning of the Real Estate business.

Background & Experience

• 2+ years of professional experience; prior work experience in finance, investor relations, consulting, accounting, and/or real estate private equity preferred.
• Strong proficiency in PowerPoint, Word, and Excel with the ability to write effectively and produce concise, visually appealing presentations.
• Strong attention to detail, resourcefulness, and ability to work autonomously.
• Excellent communication skills; collaborative and thrives on challenge in a fast-paced, dynamic environment.
• Strong work ethic, entrepreneurial spirit, highest degree of integrity, motivation, and intellectual curiosity.
• Ability to multi-task and execute a wide range of assignments, often under pressure to meet demanding deadlines.

Sitting at the intersection of media strategy and campaign execution, the Associate Portfolio Manager creates multi-channel media plans spanning TV, Print, Radio, and Digital while managing day-to-day campaign implementation, optimization, and client reporting across budgets and reconciliation processes. Operating across client, vendor, and publisher relationships, the Associate Portfolio Manager mentors Associates and coordinates research-driven strategic analysis to support campaign performance goals.

Leadership Responsibilities

• Create media plans across all channels including TV, Print, Radio, Digital, and more.
• Manage the day-to-day implementation, optimization, and performance of campaign activities including authorizations, budgets, and the reconciliation process.
• Analyze and provide clients with research data and strategic analysis of campaigns.
• Build and maintain strong working relationships with clients, vendors, and publishers to ensure effective campaign creation and implementation.
• Mentor Associates and provide opportunities for continued growth and advancement.
• Accommodate ad hoc responsibilities and evolving job duties.

Skills & Qualifications

• Concentration in marketing, communications, or related field; 1+ years of media planning experience.
• Experience and working knowledge of digital planning, buying, and execution.
• Proficient understanding of accounting principles, data analysis, and market research.
• Experience with campaign management and ad serving technology and third-party market research tools such as DoubleClick DART, Atlas DMT, comScore Media Metrix, Nielsen NetView, @Plan, NetRatings, MRI, Simmons, and SRDS.
• Proficient working knowledge of Microsoft Office (Word, Excel, PowerPoint); proficient working knowledge of Prisma preferred.
• Strong written and verbal communication, negotiation, and presentation skills.
• Ability to effectively multi-task competing priorities through time management and organization; ability to work cross-functionally and maintain strong professional relationships with clients and outside vendors.

A key member of the Private Banking investment team, the Associate Portfolio Manager coordinates portfolio construction implementation, trade execution, and account monitoring across a managed account business spanning mutual funds, ETFs, structured notes, hedge funds, and separately managed accounts. Collaborating across internal client-facing teams and business partners, the Associate Portfolio Manager ensures timely strategic and tactical shifts while maintaining awareness of each account's unique requirements and sensitivities.

Ownership Areas

• Implement portfolio construction based on Strategy team's calls and investment vehicle selection.
• Maintain knowledge of investment solutions utilized throughout Private Banking, including mutual funds, ETFs, structured notes, hedge funds, and separately managed accounts.
• Maintain knowledge of each account's unique requirements and sensitivities.
• Review and trade portfolios; manage orders and execute trades across managed account business, including monitoring new account initial investing and phase-ins, cash and security activity, liquidating accounts, implementing strategic and tactical shifts, and monitoring for model drift and strategy deviation.
• Manage relationships with internal client-facing teams and work with various internal partners to complete business initiatives.

Education & Experience

• Bachelor's degree in a finance-related discipline with a minimum 3.3/4.0 GPA required; CFA or progress toward CFA preferred.
• 3-7 years of work experience in financial services; Private Wealth Management experience preferred.
• Demonstrated solid understanding of investments with keen interest in broadening portfolio management knowledge.
• Demonstrated track record of building relationships with internal and external partners.
• Prior experience operating within a risk framework.

Client portfolio management system integrity and client experience at a leading investment management platform depend on the Associate Portfolio Manager, who provides specialized second-level support for the Accounting, Portfolio, and Risk Systems while acting as liaison between client-facing teams and the development organization. Serving as the bridge between platform users and engineering, this role investigates issues, escalates to development teams, and identifies automation gaps to continuously improve support efficiency.

Delivery Expectations

• Provide specialized support for an industry-leading investment management platform.
• Engage with clients on topics requiring specialized knowledge to ensure world-class client experience.
• Master the front and backend of the Accounting, Portfolio, and Risk Systems.
• Work with development and product teams to streamline processes and communication with groups outside of the technology organization.
• Investigate issues and escalate to the proper development teams as needed.
• Assess patterns in support tickets, requests, and alerts to increase efficiencies of training and support.
• Identify and implement areas lacking automation.

Knowledge Skills & Abilities

• Bachelor's degree in Finance, Accounting, Economics, Financial Math, or related field from an accredited university or college.
• Organized and detail-oriented with superior analytical and problem-solving skills.
• Ability to handle and prioritize multiple tasks and work independently.
• Previous experience in Enfusion software is a bonus.
• Excellent verbal and written communication skills.