Associate - Investment Portfolio Construction

Job Description

We are seeking a highly skilled and experienced Investment Portfolio Construction and Consulting Specialist to join our team. As an Investment Portfolio Construction and Consulting Specialist, you will play a critical role in assisting our clients in developing and managing their investment portfolios. Your expertise will be essential in developing portfolio construction tools, providing strategic guidance, conducting thorough analysis, and constructing well-diversified investment portfolios tailored to meet clients financial goals and risk tolerance.

As an Investment Portfolio Construction and Consulting Specialist within our Investment Portfolio team, you will develop portfolio construction models and provide strategic investment guidance. You will conduct comprehensive analyses of clients portfolios, focusing on asset allocation, performance evaluation, and risk assessment. Your role will involve collaborating with multiple teams to manage portfolios effectively and innovate new techniques for portfolio construction and analysis.

Job Responsibilities:

- Develop portfolio construction/optimization models, risk & return calibration and utilize your expertise in selecting appropriate investment vehicles, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments, to construct well-balanced and diversified portfolios.
- Conduct comprehensive analysis of clients existing portfolios, including asset allocation, performance evaluation, and risk assessment.
- Develop UI and UAT testing of existing tools developed from methodology and output standpoint
- Provide day-to-day support to Portfolio Managers, including data aggregation, analytics and reporting
- Implement risk management techniques to mitigate portfolio risks, including monitoring and adjusting asset allocations, setting risk limits, and employing hedging strategies when necessary.
- Propose new and redesign existing process flows, models and excel based models/tools to achieve efficiencies and controls.
- Prepare and present comprehensive investment reports to clients, summarizing portfolio performance, asset allocation, and investment strategy updates.
- Co-ordinate with multiple teams for managing the portfolios effectively
- Lead development of new techniques of portfolio construction and analysis

Required qualifications, capabilities, and skills:

- 4+ years of work experience in Quantitative portfolio construction / modelling / Portfolio management / Investment strategies team as researcher or PM or equivalent data science role
- BE/B Tech from a top tier college and/or master's in finance / Financial Engineering / Econometrics / Quantitative Finance / MBA
- Strong background in portfolio management and construction with analytical mindset. Experience in statistical analysis and testing toolsets.
- Understanding of macro (fixed income/ rates) and systematic factors affecting a portfolio
- Under Graduate /Graduate Degree in a quantitative discipline such as mathematics, physics, statistics, engineering, etc.
- Hands on UI development and integration experience
- Experience executing process automation or user tool automation projects
- Excellent written and verbal communication skills, with the ability to present logically, precisely and in a simple manner, complex and technical issues
- Ability to parse complex tasks and juggle priorities in a highly dynamic professional environment
- Strong initiative, interpersonal skills ,entrepreneurial spirit and ability to think creatively, while also being able to collaborate with other

Preferred qualifications, capabilities, and skills:

- CFA/ FRM or MBA Finance preferred
- Fluent programming skills inPython required. Experience in R or Matlab good to have.
- Preferably in an asset/wealth management organization
- Experience with Portfolio construction and investment strategy consulting
- Experience with UI development and backend integration for internal tools/products
- Hands-on experience with econometric analysis and market risk modeling is a plus