Job Summary: 

• Monitor and rebalance the FX hedge ratio for required portfolios according to investment mandates
• Work closely with Central Dealing to monitor the foreign currency payables and receivables.
• Monitor the FX Forward contract maturities and rollover the contracts.
• Reviews all required daily valuation reports and currency mix reports
• FX risk management reporting for portfolios.
• Research, monitoring, and reporting on FX markets under the guidance of the Team Leader
• Assisting the portfolio manager in running investment analysis reports
• Assist the Fixed Income team in data collation, as well as the preparation of presentation reports
• Record-keeping/taking minutes for meetings involving the Fixed Income team
• Take responsibility for other ad-hoc research support functions for the Investment Division

Skills on Resume: 

• FX Hedge Management (Hard Skills)
• Currency Monitoring (Hard Skills)
• Forward Contracts (Hard Skills)
• Valuation Reporting (Hard Skills)
• Risk Reporting (Hard Skills)
• Market Research (Hard Skills)
• Investment Support (Hard Skills)
• Meeting Coordination (Soft Skills)

Job Summary: 

• Produce monthly/quarterly performance reports for all fixed income portfolios, including reconciling all data for accuracy and completeness
• Assist in writing and generating ideas for monthly and quarterly publications, and liaise with various reporting teams
• Keep abreast of macro and company-specific themes influencing portfolio holdings
• Generate investment ideas and identify trading opportunities for portfolios
• Execute portfolio trades and working orders
• Monitor mandate compliance for each fixed income portfolio and maintain fixed income spreadsheets
• Respond to ad hoc requests from internal and external stakeholders
• Participate in project work to improve the process, generate cost efficiencies, and grow the business.
• Maintain client portfolios and strategies through updating, pricing, generating reports, and generating trade ideas on time
• Demonstrate understanding of economic, market, and sector conditions, as well as bond accounting, regulatory, and overall balance sheet issues

Skills on Resume: 

• Performance Reporting (Hard Skills)
• Content Creation (Hard Skills)
• Market Monitoring (Hard Skills)
• Idea Generation (Hard Skills)
• Trade Execution (Hard Skills)
• Compliance Monitoring (Hard Skills)
• Stakeholder Support (Soft Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Compile and analyze investment data
• Assist in the preparation for meetings with portfolio management teams and produce a written report following each meeting
• Gain insights into the U.S. and international fixed income markets through meetings with investment managers
• Compile quarterly updates from each investment firm and maintain an internal database
• Conduct searches for new investments through both quantitative and qualitative analysis
• Respond to ad-hoc requests from the firm’s financial advisors as well as other members of the research team
• Manage and maintain the CRM system with investment data
• Oversee settlement functions across all clients from the trade date to the settlement date
• Develop valuable internal and external relationships with employees
• Support senior strategists, coordinate with the sales force, and liaise with the trading desk to develop professional reports and strategies for client presentation

Skills on Resume: 

• Data Analysis (Hard Skills)
• Meeting Preparation (Soft Skills)
• Market Research (Hard Skills)
• Database Management (Hard Skills)
• Investment Screening (Hard Skills)
• Advisor Support (Soft Skills)
• CRM Management (Hard Skills)
• Trade Settlement (Hard Skills)

Job Summary: 

• Daily monitoring of global macroeconomic news
• Generate and implement investment ideas in various asset classes - bonds, equities, financial derivatives, exchange-traded funds (ETFs), as well as other financial assets
• Provide strategic and tactical allocation by asset class/market sector/credit risk/duration, etc., in investment portfolios
• Monitor and provide investment updates on the current portfolio holdings.
• Update and customize Bloomberg templates for the investment purposes of the Family Office
• Prepare reports, notes, and presentations regularly and produce ad-hoc reports on particular companies, industries, or asset classes
• Monitor overall risk exposures of investment portfolios and provide relevant input to ensure concentration limits (e.g., by investment, country, counterparty, industry, etc.) are respected
• Manage cash and Derivative lifecycle events for futures, FX forwards, and option positions
• Work closely with the team’s Product Strategists to ensure a smooth onboarding process and account activation for all new mandates, and generate reports and analysis for client queries
• Contribute towards the client experience by participating in portfolio reviews and client pitches

Skills on Resume: 

• Macro Monitoring (Hard Skills)
• Idea Implementation (Hard Skills)
• Asset Allocation (Hard Skills)
• Portfolio Updates (Hard Skills)
• Bloomberg Customization (Hard Skills)
• Report Preparation (Hard Skills)
• Risk Monitoring (Hard Skills)
• Client Interaction (Soft Skills)

Job Summary: 

• Analyzes investment strategies and makes recommendations on a risk versus return basis, identifying strategic opportunities within segments of fixed income markets.
• Researches and prepares written investment documents on a variety of topics, including strategies presented to ACG by external asset managers.
• Assists senior members of the team with research and due diligence of external asset managers.
• Assists with portfolio management, including communication with external asset managers and compliance reports.
• Analyzes liability streams of companies and assists with asset allocation decisions for each company.
• Forecasts investment income and determines the attribution of monthly variances between actual and budgeted income.
• Coordinates with Accounting and Treasury functions on intercompany transactions, income, tax payments, and balance sheet analysis.
• Provides analytical support to senior members of the team on a wide variety of tasks, including financial modeling, industry research, due diligence, and monitoring of external asset managers, as well as assisting with special projects.
• Prepares reporting on investment activities and results as part of the normal governance cycle, as well as ad hoc reports.
• Prepares presentations for executive management.

Skills on Resume: 

• Strategy Analysis (Hard Skills)
• Investment Research (Hard Skills)
• Manager Due Diligence (Hard Skills)
• Portfolio Support (Hard Skills)
• Asset Allocation (Hard Skills)
• Income Forecasting (Hard Skills)
• Financial Coordination (Hard Skills)
• Presentation Preparation (Soft Skills)