Associate Portfolio Specialist

Associate Portfolio Specialist

Trivalent Investments Boston, MA

About Trivalent Investments: Trivalent Investments (an investment franchise of Victory Capital) has been dedicated to international equity investing since 1998 and employs an investment process that combines a quantitative framework with fundamental analysis to seek to drive excess returns over time.

General Summary and Purpose: The primary role of the Associate Portfolio Specialist (APS) is to support the team in client service, reporting, and quantitative research projects. The APS will develop a deep understanding of the team's investment philosophy, process, and approach.

You will report to the Chief Investment Officer.

You Will:

1. Be a conduit between our investment team and all parties.
2. Build and cultivate relationships with clients, consultants, prospects, and other internal Victory teams.
3. Play an important role in quarter-end reporting, including contributing to commentaries, client surveys, and due diligence questionnaires.
4. Prepare presentation materials for clients and prospects and may evolve to include presenting investment results, ideas, and research.
5. Manage reporting deadlines and collaborate with our internal contacts who play a role in quarter-end reporting including sales, marketing, and RFP teams.
6. Attend portfolio review meetings to understand rationale for investment decisions and manage action items.
7. Analyze the competitive landscape to identify Trivalent's advantages relative to the peer group.
8. Develop an understanding of Trivalent's proprietary models and help support the team's quantitative platform.
9. Help with quantitative research and enhancement/automation projects, which will include in-depth data analysis and backtesting.
10. Establish a foundation of knowledge around Responsible Investing.
11. Help create insights to educate institutional clients and prospects.

You Have:

1. A Bachelor's Degree.
2. 1-3 years relevant work experience in investment management.
3. Excellent oral and written communication skills.
4. Genuine interest in capital markets and desire to pursue the CFA designation.
5. Experience with programming or ability to work with databases.
6. Working knowledge of FactSet or Bloomberg a plus.
7. A desire to work in a collaborative small company environment with the ability to self-teach on new projects.
8. A history of identifying challenges and finding solutions/maximizing efficiencies.

Our Benefits: Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement, and a 401k plan with a generous employer match.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.