Strategic Portfolio Analyst
4 days ago
This is a hybrid role that combines quantitative and analytical support with client-facing responsibilities, sitting at the intersection of research, portfolio management, and client engagement.
About the RoleWe are seeking a Quantitative Product Specialist to fill this pivotal position and support a range of global strategies spanning macro, alternatives, specialized investments, and tax benefit solutions. The role offers exposure to multiple stages of the investment process — from portfolio implementation and performance monitoring to product development, business presentations, and investor queries.
Key Responsibilities- Analytical & Technical
- Work with large and complex datasets to produce custom portfolio analysis, factor attribution, and performance monitoring.
- Use existing backtesters and reporting tools to support business development and client requests.
- Maintain and enhance reporting infrastructure and codebases, anticipating updates as strategies evolve (e.g., new asset classes or sub-strategies).
- Develop tools and dashboards in Python/SQL to improve efficiency, accuracy, and data delivery.
- Product & Client Support
- Partner with senior product specialists to create and refine client-facing materials including pitchbooks, portfolio reviews, and RFP responses.
- Translate complex quantitative insights into clear, client-relevant narratives.
- Respond to client and investor queries with well-structured, data-backed analysis.
- Collaborate across global research, trading, portfolio management, and business development teams.
- Excellent academic credentials in a quantitative, technical, finance, or economics discipline.
- 2+ years of relevant experience in investment management, asset management, consulting, or financial services.
- Strong understanding of portfolio theory, risk/return concepts, and investment structures.
- Proficiency in Python (pandas, NumPy, matplotlib/seaborn) and SQL; comfort with Excel and PowerPoint.
- Demonstrated ability to analyze intricate datasets and produce insights tailored to audience and business objectives.
- Strong written and verbal communication skills; ability to simplify complex technical concepts.
- Exposure to a diverse range of investment strategies and products.
- Opportunities for professional growth and development in a dynamic industry.
- Collaborative work environment with experienced professionals.
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