Portfolio Manager Associate

Description

The Portfolio Manager Associate plays a crucial role in supporting the portfolio management team in building, enhancing, and monitoring our investment platform and offerings. This person is responsible for conducting in-depth research and analysis of portfolio managers, investment products, and market trends. This role provides essential support in the creation and maintenance of Trilogy’s investment offerings, contributing to the overall success of the portfolio management team under the Chief Investment Officer. Additionally, the Portfolio Manager Associate supports the daily operations of the Trading department, which includes executing trades, conducting post-trade analysis and reviews, and auditing trades and portfolios to ensure accuracy and efficiency of processes. as well as meeting and exceeding the set expectations of the Trading department.

Benefits Summary

• Competitive Compensation
• Comprehensive Health, Dental and Vision Insurance
• Life and Disability Coverage
• Paid Time Off and Holidays 
• 401(k) Matching 
• Eligible Profit Sharing 
• Career Development, Mentorship and Education
• Team Events and Parties
• Achievement Awards and Trips

Company Summary

Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building relationships with our clients while using solid financial principles to manage the over $3 billion dollars in assets our clients have entrusted us to manage.  Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy’s story lead? We believe the sky’s the limit. 

PM21

Requirements

• Conduct thorough due diligence on potential and existing portfolio managers, including performance analysis, investment strategy evaluation, trading tools, and operational risk assessment. 
• Analyze portfolio holdings, including individual securities and asset allocations, to understand their contribution to overall portfolio performance. 
• Gather and synthesize information from various sources, including financial databases, research reports, and company filings. 
• Create detailed reports and presentations summarizing research findings.
• Execute trades on various financial markets and instruments in collaboration with Traders, ensuring daily operations are executed accurately and efficiently in alignment with departmental goals.
• Implement and execute processes to uphold sound trading and auditing practices, safeguarding both portfolio integrity and the company’s interests.
• Proactively identify and minimize trade errors to ensure accuracy and compliance in all trading activities.
• Work closely with the Chief Investment Officer (CIO) in both tactical and strategic model management, ensuring alignment with company objectives.
• Provide guidance and advice to the Product Operations Manager and CIO on all matters related to trading, helping to inform decision making.
• Collaborate with other traders and departments within the firm, such as research, operations, and compliance, to facilitate smooth trading operations.
• Participate in trading meetings and discussions to contribute ideas and insights for improving trading performance.
• Other duties assigned.

Skills Requirements

• Attention to detail, industry knowledge, and quality of work. 
• Minimization of trading errors. 
• Ability to work with both advisors and management for the betterment of our clients. 
• Coachable, trainable, and willing to grow in a career at Trilogy. 
• Shows initiative to proactively identify additional client needs or wants and present solutions with team support. 
• High level Excel knowledge 

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

This job description does not constitute a contract of employment; the company may exercise its employment-at-will rights at any time.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.