Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Senior Portfolio Management Associate role.

Rezi rewrites your resume against Pzena Investment Management's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Senior Portfolio Management Associate posting at Pzena Investment Management — free, in seconds.

About the Role

We are seeking a Senior Portfolio Management Associate to join our Operations team. In this role, you will collaborate closely with various teams to support the operational implementation of investment decisions. Success requires responsiveness, accountability, exceptional attention to detail, and the ability to serve as a trusted operational partner to the Investment team. You will contribute to a collaborative team environment while developing a deep understanding of our value investing strategy and its implementation across client portfolios.

Responsibilities

Implement the firm's investment strategies across client portfolios, working closely with the Investment team to execute portfolio decisions.
Create domestic and international equity trades in response to portfolio reviews, cash flows, tax considerations, and compliance requirements.
Submit trades for model manager accounts, Unified Managed Accounts (UMAs), and Separately Managed Accounts (SMAs).
Analyze portfolio dispersion, maintain portfolio review instructions, and collaborate with Portfolio Managers on model manager accounts and bespoke portfolios.
Monitor pre-trade compliance and ensure adherence to firm policies, client guidelines, and investment restrictions.
Review, interpret, and maintain client portfolio guidelines throughout account setup and ongoing administration.
Code client-specific compliance rules and monitor sanctions, ESG restrictions, and compliance reporting.
Respond to client and internal inquiries with accuracy, responsiveness, and a commitment to exceptional service.
Fulfill scheduled and ad hoc reporting requirements, partnering with Marketing, Client Service, and Investment teams on portfolio-related inquiries.
Review and maintain security data, ensuring accuracy and adherence to internal procedures.
Monitor FactSet data integrity and collaborate with Business Systems Analysts to maintain accurate security mapping within the firm's Security Master system.

Requirements

Bachelor's degree.
3–5 years of relevant professional experience.
Proficiency in Microsoft Office Suite.
Experience creating domestic equity orders within an Order Management System (OMS).
Foundational understanding of investment compliance and portfolio restrictions.
Experience with portfolio accounting systems, preferably InData.
Familiarity with FactSet or comparable portfolio analytics platforms.
Knowledge of ESG considerations, sanctions screening, and liquidity monitoring.
Experience supporting Unified Managed Accounts (UMAs), Separately Managed Accounts (SMAs), or wrap programs.
Diligence & Attention to Detail: demonstrate accuracy and thoroughness; monitor own work to ensure quality control of all work product.
Planning & Organizing: proactively prioritize and plan tasks; use time efficiently; maintain strong organizational habits.
Interpersonal Skills & Teamwork: a collaborative team player who is professional, respectful, honest, open to new ideas, and willing to pitch in wherever needed to get the job done well.
Communication: communicate clearly and professionally across all formats; produce polished and complete documents; present data effectively.
Dependability: consistently a productive and positive team member; respond to direction and developmental feedback and solicit feedback to improve performance.
Initiative: take ownership and accountability, seek out additional responsibilities, and work toward goals with growing independence.
Results Oriented: understand and analyze work product; apply critical thinking to ensure accuracy of deliverables.
Problem Solving: identify the cause and effect of issues and analyze internal and external information to arrive at appropriate solutions.

Skills

Microsoft Office Suite
Order Management System (OMS)
Investment compliance
Portfolio accounting systems
FactSet
Portfolio analytics platforms
ESG considerations
Sanctions screening
Liquidity monitoring
Unified Managed Accounts (UMAs)
Separately Managed Accounts (SMAs)
Wrap programs

Location

Local offices

Work Type

Full-time

Experience Level

Senior
3-5 years

Education Level

Bachelor's degree

Salary/Compensations

$130,000 - $140,000 Annually

Benefits

Additional health cover
Life assurance
Income protection
Pension
Firm contributions to causes
Mentorship Program
Lunch & Learns
Sponsoring workgroups and committees
Team building activities
Social events
Holiday events
Monthly birthday parties
Pizza Thursdays
Healthy snacks

About the Company

We are committed to the success and wellbeing of our employees.
Pzena Investment Management is an affirmative action – equal opportunity employer.
We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all.
We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work.
We welcome and encourage candidates of all backgrounds and experiences to join our team.

Equal Opportunity

Pzena Investment Management is an affirmative action – equal opportunity employer.
We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all.
We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work.
We welcome and encourage candidates of all backgrounds and experiences to join our team.