Trading & Operations Associate

Torray Investment Partners is looking for a motivated, detail-oriented individual who wants to expand their capabilities in the investment management industry. This is an exciting opportunity to work at a boutique investment manager and gain experience in all aspects of the business by working directly with senior members of the firm. The candidate should have 1-3 years of experience in the industry, with knowledge of equity investing and mutual funds. This is an in-person position, with key responsibilities as follows:

• Execute trades as ordered by Portfolio Managers and provide post-trade support to ensure correct and prompt settlement
• Coordinate and prepare for the firm’s quarterly Best Execution meetings
• Maintain model and target portfolios for the firm’s four investment strategies
• Conduct weekly portfolio holding dispersion analysis and monitor non-model holdings
• Monitor portfolio cash balances and realized gain levels
• Maintain Focus Lists and report on non-model holdings at weekly investment meetings
• Review annual proxy vote materials and make recommendations to Portfolio Managers
• Take weekly investment meeting minutes
• Assist in the monthly and quarterly client reporting process
• Assist in preparation of materials for client and prospective client presentations

Preferred Skillset

• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
• Knowledge of FactSet, Advent Axys, Advent Moxy
• Knowledge of custodial platforms such as Schwab and Fidelity

Torray LLC i s a long-only, investment management firm based in Bethesda, Maryland. Assets under management total $1.0 billion, and employee benefits include 401k, health insurance.