Asset Management Analyst

Overview & Responsibilities:  ASNY Asset Management manages the public investments for the ASNY family office.  The Asset Management Analyst is responsible for all investment reporting/tracking, assisting the investment team with analysis of the portfolio, as well as various back office operations.  Qualified candidates must be proficient in Microsoft Excel and need to be a team player with high integrity and discretion.

Various responsibilities include but are not limited to:

• Daily preparation of the overall portfolio estimate spreadsheet and any changes or enhancements as needed
• Preparation of the ASNY Asset Management monthly reporting package     
• Assists with the preparation of the ASNY Asset Management quarterly reporting package 
• Assists with overall performance assessment of external portfolio managers
• Assists with daily oversight of prime brokerage portfolio trader’s risk management policies as well as daily preparation of any spreadsheets used to track trading portfolio
• Assists in analysis of all other portfolio allocations including tactical positioning, trading, hedge funds, etc.   
• Responsible for various other back office operations
• Vendor relationships (Bloomberg, Market Q, etc.)
• Miscellaneous investment related duties (Trade break reconciliations, investment statement assembly, tax information support, etc.)
• Assists with Asset Management operating budget and variance analysis  

Qualifications: 

• Undergraduate degree in finance or related required
• Proficiency in Microsoft Excel (Pivot tables, macros, etc.)     
• Previous “relevant” investment experience/investment knowledge required  
• Experience should include an understanding of all asset classes/investments, basic performance metrics, basic risk management functions, and familiarity with Bloomberg
• Individual of high integrity, honesty and discretion
• Demonstrated effectiveness in building credibility, trust and collaborative relationships with all colleagues, both internally and externally
• Self-confident individual with sound, mature judgment, conviction and common sense
• A team player with “hands-on,” “in the trenches” work ethic/approach

Benefits: 

• Competitive Compensation Package
• Paid Time Off
• Retirement Plan With Matching
• Health Insurance
• Dental Insurance
• Disability Insurance
• Vision Insurance
• Life Insurance
• Wellness Benefits