Portfolio Manager Associate

Location
Reston, Virginia (US)
Salary
$75K-$100K salary, bonus potential and benefits
Posted
Oct 31, 2022
Closes
Nov 30, 2022
Employment Type
Full Time
Education
Bachelors

AAFMAA Wealth Management & Trust LLC (AWM&T), a wholly owned subsidiary of the American Armed Forces Mutual Aid Association (AAFMAA), offers investment management, financial planning, and trust services exclusively to members of the military community. With over $650M in AUM, AWMT is looking for an analytical, bright, driven individual to join the Investment team as a Portfolio Manager Associate.

Scope & Responsibilities:

  • Support the AWMT Investment team in constructing, implementing and managing investment portfolios and portfolio trading
  • Provide input and assist with securities trading.
  • Maintain investment/trading platform to ensure smooth operations.
  • Oversee investment performance data, maintain performance measurement system and apply analysis and reporting tools to evaluate investment activities.
  • Review portfolios for investment accuracy; evaluate equity and fixed income securities, objectives and investment projects based on AWMT investment strategies.
  • Write Investment Policy Committee reports.

Education & Skills Required:

  • Bachelor’s degree preferably in Finance or Accounting
  • 1-3 years of experience with a financial institution
  • Knowledge of investment and asset allocation theory and fixed income concepts
  • Strong analytical skills, commitment to extensive analysis, extreme attention to details and precision

We Offer:

  • A rewarding career with potential for growth into senior level portfolio management, with a growing team that is loyal, dedicated, caring, and hard-working.
  • Base salary, bonus opportunity and a complete package of benefits.
  • Fiduciary services, always in the best interest of our clients.
  • An opportunity to make a positive impact on the lives of current and veteran military families.

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