Associate Institutional Portfolio Manager - PMA Asset Management, LLC

The Associate Institutional Portfolio Manager (Associate IPM) is accountable for managing assigned client relationships and supporting the Institutional Portfolio Management Team.

Essential Functions

Client Service – Associate IPM will assist IPM Team members with a variety of functions related to the retention and growth of existing clients.

Data Support – Coordinate with the IPM Team to ensure client data is current in all systems including the management of custom field data in Clearwater Analytics. Support internal reporting needs for management and marketing related to client / account types and assets under management. Assist with the building and review of pre-trade compliance rules in Bloomberg and Clearwater.

Marketing Support – Work closely with sales team to support new business initiatives including the analysis of new client portfolios and assisting in the completion of request for proposal (RFP) responses.

Portfolio Management – Work closely with IPM Team and Research PM’s to ensure portfolio solution meets and/or exceeds client expectations. Assist in Client Meeting. Ensure portfolio is in compliance with all relevant policies.  Develop portfolio dashboard information on a monthly basis for review by PM team. 

Performance Analysis –  Assist in the support and maintenance of the firm’s GIPS processes, policies and procedures.  Maintain account and composite data in all applicable systems including Wilshire.