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BizTek People, Inc. | APA International Placement Consultants

Job Type:
Not Specified
Location Type: Not Specified

 

Job Description
Assistant Vice President – Trading & Portfolio Management

A global investment management firm with strong ties to both U.S. and international markets is seeking a proactive and motivated Assistant Vice President to support trading, portfolio management, and fund analysis activities. This role provides hands-on experience in managing and executing investment strategies across multiple funds, including leveraged index and Latin American advised funds.

Key Responsibilities

  • Support portfolio management and trading operations under the direction of senior managers.
  • Analyze cash flows, implement model portfolio updates, and execute trades.
  • Monitor advisor model portfolios, analyze performance, and prepare client reports.
  • Communicate regularly with advisors and clients regarding fund performance and activities.
  • Conduct fund due diligence and research new investment products.
  • Review daily trade confirmations and assist with ad-hoc projects.

Requirements

  • Bachelor’s degree required.
  • Experience in trading or fund operations preferred.
  • Strong MS Office skills; VBA knowledge a plus.
  • Series 3 license and/or CFA preferred.
  • Business or native-level proficiency in English and Japanese is strongly preferred.
  • Self-motivated professional with excellent work ethic and attention to detail.

This position offers an opportunity to develop expertise in global investment management within a collaborative, professional environment.

Benefits

This position offers a competitive salary and a comprehensive benefits package, including full medical, dental, and vision coverage, retirement plan options, generous paid time off, and additional employee wellness benefits.

Skill Set
S3 and CFA Preferred

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