Portfolio Analyst / Junior Portfolio Manager

Job Purpose: 

  • This position is for a Portfolio Analyst / Junior Portfolio Manager, with an emphasis on multi-manager portfolio construction
  • The position involves working with multiple asset classes and supporting the Manager Solutions team through portfolio construction analytics.
  • The analyst will work closely with Portfolio Managers andparticipate in investment committee meetings that include senior management.

Your Responsibilities:

  • The Analyst will work with Portfolio Managers to maintain and develop new analytics that support portfolio construction and performance monitoring
  • The Analyst will be responsible for providing ex-ante and ex-post multi-asset portfolio analysis using existing portfolio construction tools as well as creating new tools to facilitate further analysis
  • Responsibilities include data collection,  generation of regular portfolio monitoring reporting, and attribution analysis
  • The role will also require the individual to take initiative and responsibility in screening existing universes of managers and products to identify attractive investment opportunities.

Skills and Qualifications: 

  • Several years of experience performing quantitative, risk or portfolio construction analysis
  • Bachelor’s degree (preferably in Math, Finance, or Economics)
  • 3 to 5 years of experience in the financial services industry preferably in a quantitative role
  • Prefer MBA or CFA, or progress towards one of the two
  • Series 7 and 66.

Source: for more information click here.

More Information

  • Experience 3-5 Years
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Company Information
  • Specialism Index Providers
  • Address 1585 Broadway New York, NY 10036 United States
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