Population Health Manager responsible for enhancing Primary Care Physician engagement at Lumeris. Collaborating cross - functionally to support practice development and physician engagement metrics.
About the role
- GMO is seeking an experienced Associate Portfolio Manager to manage separate accounts for the Emerging Debt Team. Responsibilities include trading decisions, compliance, and client relationship management.
Responsibilities
- Own key SMA relationships, delivering the full breadth of client experience enjoyed by GMO fund investors.
- Keep the SMAs in line with the main funds, working collaboratively with the PMs, and ensuring each SMA follows account-specific guidelines.
- Work alongside the portfolio managers, traders, and research analysts providing critical support in the monitoring of strategies, analytics, portfolio characteristics, and supporting the portfolio management, trade allocation, and trading process.
- Maintain thorough understanding of client Investment Management Agreements (IMAs), investment guidelines, and operational requirements.
- Monitor and execute portfolio trades related to subscriptions/redemptions.
- Maintain constant real-time monitoring of flagship strategy trading activity to identify participation opportunities.
- Make split-second decisions on trade participation based on comprehensive analysis of account guidelines, constraints, and portfolio needs, using Aladdin as pre-trade compliance where applicable.
- Work proactively with flagship portfolio manager to quickly bundle SMA trades with flagship strategy execution when participating, ensuring no delay to flagship implementation.
- Allocate and reconcile trades in a timely manner. Create detailed, time-stamped documentation for every trade opportunity, whether participating or not participating, including:
- Specific rationale for participation/non-participation decision
- Relevant guideline considerations
- Portfolio impact analysis
- Cash position and projected cash needs
- Any operational constraints or settlement considerations
- Market conditions at time of decision
- Use Aladdin’s reporting capabilities to coordinate with the Performance and Client Service teams on client reporting and account reviews.
- Work with technology and strategy teams to increase automation, improve quality of data, and create new trading tools
- Liaise with operations on a daily basis to resolve any trading issues or security related issues.
- Document and deliver reconciliation of relative account performance
- Represent and monitor portfolio security analytics and portfolio risks, using Excel and Aladdin
- Engage in technology and systems upgrade projects to ensure all business needs are met within the Emerging Debt team and other GMO teams
Requirements
- 5-7 years of experience analyzing and modeling emerging debt securities and derivatives (credit, rates, fx).
- Bachelor’s Degree required
- Strong understanding of investment guidelines, regulatory requirements, and operational constraints
- Demonstrated ability to use Aladdin is required, including portfolio monitoring, trading, compliance, performance attribution, and client reporting.
- Demonstrated track record of managing multiple accounts with varying guidelines
- Ability to make quick, well-documented decisions under time pressure
- Demonstrated ability to work well under pressure and have strong organizational and communication skills to manage the portfolio process and workflow effectively
- Strong math skills are required, and a candidate should quickly grow to have intuitive understanding of basic allocation problems and procedures
- Strong Excel skills required and familiarity with VBA macros strongly preferred
- The individual should have the ability to communicate portfolio exposures with data, graphics, and via effective spoken communication, within the team and with clients
- Demonstrate responsibility, reliability, a strong work ethic, attention to detail, and a passion for our business
- Given the occasional market stresses – particularly in the 90+ countries associated with EMD – we seek individuals who are calm and can think fast and make their observations and opinions known when the time is needed
Benefits
- Medical insurance
- Dental insurance
- Life insurance
- Long-term disability coverage
- 401(k)/profit-sharing retirement plan
- Open paid time off
- Leaves of absences
- Dependent care resources
- Tuition reimbursement
- Charitable gifts matching
- Flexible spending accounts
- Commuter benefits
Job title
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Experience level
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Tech skills
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