Portfolio Associate
Portfolio Associate
Mach Partners
Dallas-Fort Worth Metroplex
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No longer accepting applications
Prestigious Investment firm looking at they grow:
- Partner with Trading and Middle Operations teams to coordinate complex and varied tasks
- Oversee daily trade settlement and corporate actions workflow across multiple asset classes
- Support Investor Coverage and Marketing groups
- Create, update, and review investor reporting packages
- Create and review risk and attribution reports for PMs and trading desk
- Work and collaborate with Investor Coverage, Trading and Legal Teams
- Accountable for independently managing projects from beginning to end
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Seniority level
Associate -
Employment type
Full-time -
Job function
Finance -
Industries
Venture Capital and Private Equity Principals, Financial Services, and Investment Management
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