Associate | Portfolio Management in Westlake Village, California at One Capital Management LLC

The Associate is responsible for optimizing portfolios and initiating equity and fixed-income trades based on guidance from the research teams, portfolio targets, and account management guidelines. Associates ensure that portfolio strategy is applied to individual client accounts by demonstrating a deep understanding of investment services and operational policies and procedures.

Essential responsibilities include but are not limited to:

· Implementing investment decisions for individual client accounts.

· Day to Day monitoring the accounts' equity, fixed income, and cash positions.

· Investing new accounts, reviewing, applying client guidelines, addressing client requests, and managing client cash flows.

· Liaising with other departments internally, including senior portfolio managers, compliance, sales/marketing, trading, and investment operations.

· Utilizing various quantitative portfolio management tools, including portfolio optimization techniques.

· Project-based initiatives for Global Portfolio Management group, Senior Portfolio Managers, research teams, and clients.

The candidate must have a bachelor’s degree. 2 years’ experience in a relevant professional capacity preferred. He or she is required to have strong analytical ability with solid quantitative skills. Proven problem-solving skills are essential. Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment required. He or she should also possess effective communication skills (both written and verbal) and interpersonal skills. He or she must be comfortable working independently while collaborating as a team.