Intern, Portfolio Implementation

Intern, Portfolio Implementation

About the Firm

Firm Mission

Achieving Client Success through Research and Technology

Los Angeles Capital, the Firm , is a global equity manager of assets for leading institutions around the world. The Firm is recognized as a pioneer in dynamic equity management, utilizing proprietary technology to engineer equity portfolios that adapt to today’s equity market.

The Firm’s senior investment professionals have worked together for three decades developing models for measuring and forecasting return and risk of global equity securities.

The Firm manages approximately $31 billion as of December 1, 2023, across a wide variety of public equity strategies designed to meet institutional client return and risk objectives.

The Firm has been ranked for seven years in a row by Pensions and Investments as one of the Best Places to Work in Money Management.

The Firm’s working environment places a strong focus on teamwork and values work-life balance. The Firm offers a competitive compensation package that includes health care plans, 401(k), and top-tier benefits.

The Firm is 100% employee-owned through a holding company structure and seeks to retain and motivate employees’ long term.

Los Angeles Capital firmly believes the quality and commitment of the individuals are vital to the success of the Firm, ensuring that client expectations are exceeded.

Position Overview

Reporting directly to the Director of Portfolio Implementation, this position will work closely with all members of the Portfolio Implementation and Portfolio Management ( PM ) team to support department responsibilities such as internal analysis, portfolio review, client reporting, weekly rebalance optimization process, and business development efforts.

The successful candidate will play an increasingly important role in streamlining foundational processes, workflows, and systems to support portfolio implementation and analysis process.

This role offers a successful candidate the opportunity for exposure to most aspects of an institutional money management firm.

In addition to Portfolio Management, the position will touch on aspects of Research, Trading, Operations, Information Technology, and Relationship Management, working on both standard duties as well as ad hoc projects.

Key Job Responsibilities

• Support for all aspects of the Portfolio Implementation function
• Work with PM to optimize trade lists for the weekly rebalance of portfolios
• Identify opportunities to adapt workflows in an operationally efficient manner
• Participate in quality assurance for new technology resources
• Perform ad-hoc portfolio analysis to provide insights related to portfolios shifts
• Prepare performance and attribution reports for client reporting
• Assist in reviewing and maintaining client guidelines
• Aid the PMs in a variety of business development efforts such as updating key portfolio characteristics for clients and prospects
• Assist in preparing for the monthly Portfolio Review Committee meeting

Skills and Knowledge Required

• Bachelor’s degree or higher in Business, Finance or related field
• 1-2 years’ experience in Investment Management or related field; internship experience in a related field is acceptable
• Creative and curious mindset and eagerness to think outside of status quo
• Technical knowledge preferred (Python, R, VBA, Bloomberg, CIQ)
• Expert Excel and Microsoft Office skills
• Highly organized team player, detail-oriented, self-motivated, and strong work ethic
• Crisp and clear written and verbal communication skills
• Possess the ability to find information and data promptly
• Demonstrated success in process and project management skills
• Ability to work under time pressure and multi-task

This is a hybrid position based in Los Angeles, CA which requires weekly attendance.

No recruiters, please.

Apply today!

Los Angeles Capital is an SEC registered investment adviser and required to track certain political contributions under rule 206(4)-5.

Therefore, you will be required to disclose your prior political contributions.

Los Angeles Capital is an Affirmative Action / Equal Opportunity Employer committed to providing employment opportunity without regard to an individual’s race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.

For more information about the company, please refer to our website at .

Personnel / Applicant Privacy Notice

Los Angeles Capital is committed to safeguarding the privacy of our personnel and job applicants. Los Angeles Capital does not "sell" (as that term is defined in the CCPA) your personal information.

Please see the privacy notice for details : .