Portfolio Risk, Operations Associate

Our client is an asset management firm. They seek a Portfolio Risk, Operations Associate to join their Manhattan, NY office.

Responsibilities

• Upload and review data in internal marketing systems while producing periodic reports and generating quarterly materials for various departments
• Perform monthly performance checks for mutual funds and UCITS, validating data sets and coordinating with departments to resolve discrepancies
• Maintain internal dashboards and reporting tools by ensuring timely updates and identifying inconsistencies
• Oversee mapping files for custom analytics and utilize FactSet Portfolio Services to identify missing or incorrect classifications
• Administer the team's intranet page and track incoming requests to ensure deadlines are consistently met
• Coordinate and manage team calendars, schedule meetings, collaborate with stakeholders, and resolve conflicts
• Prepare agendas, distribute materials before internal meetings, and capture clear notes to ensure timely follow-up and task completion
• Support onboarding of new team members by facilitating system access, tools, and training materials
• Streamline administrative workflows by improving processes, developing SOPs, monitoring task progress, and flagging potential delays or resource constraints
• Liaise with cross-department partners to enable smooth operational initiatives, coordinate logistics for team events, and troubleshoot basic issues before escalation

Requirements

• Bachelor's degree in mathematics, economics, finance, or statistics
• 2+ years of relevant experience
• Financial services industry required
• Knowledgeable in financial markets and the investment management industry
• Experience with Brinson two-factor attribution methodology
• Strong analytical and problem-solving skills
• Ability to handle multiple projects and meet deadlines
• Excellent verbal and written communication skills
• Proficient in Excel and PowerPoint
• Experience with FactSet PA and/or Bloomberg

JobID: 47704