Portfolio Manager

As Azzad's Portfolio Manager, you will be responsible for:

  • Monitoring and conducting due diligence on third party investment managers
  • Managing the firm's REITs, Mid Cap Value and Dividend models in accordance with a passive strategy
  • Implementing portfolio trades using the firm's trading software (Orion) or directly through the custodian
  • Overseeing the firms' wrap fee asset allocation models and assisting in the creation of customized benchmark solutions
  • Using the firm's proprietary software to research securities for compliance to its screens
  • Serving as a point of contact for performance-related questions (including updating outside data providers with performance data), concerns and issues; reconciling issues as they arise
  • Communicating effectively with compliance, marketing and third party verifier for firm wide Global Investment Performance Standards (GIPS) Compliance and disclosures, maintaining GIPS policies and procedures, ensuring all composites are maintained in accordance with GIPS
  • Presenting to the investment committee, mutual fund's board of directors, financial advisors and high net worth clients firm's market outlook, performance and individual portfolio's attribution and risk metrics
  • Assisting in ad hoc projects, as needed