Valuations and Risk

Job Summary: We are seeking a Portfolio Analytics Professional to join our investment team. This role will involve analyzing and optimizing portfolio performance across multiple asset classes, including equities, fixed income, derivatives, and alternatives. The ideal candidate will have strong analytical skills and a deep understanding of portfolio management principles.

Key Responsibilities:

• Conduct detailed performance analysis of investment portfolios across various asset classes, identifying key drivers of returns and risks.
• Develop and maintain portfolio analytics tools and models to support investment decision-making.
• Monitor and report on portfolio performance, risk metrics, and compliance with investment guidelines.
• Collaborate with portfolio managers and research teams to provide insights and recommendations based on analytical findings.
• Prepare regular performance reports and presentations for senior management and stakeholders.
• Stay informed about market trends, economic indicators, and regulatory changes impacting portfolio performance.
• Assist in the development of strategic asset allocation frameworks and risk management strategies.

Qualifications:

• Bachelor’s degree in finance, economics, quantitative fields, or a related discipline; advanced degree or relevant certifications (e.g., CFA, FRM) is a plus.
• 3+ years of experience in portfolio analytics, investment research, or a related role within financial services.
• Strong knowledge of various asset classes and portfolio management techniques.
• Proficiency in portfolio analytics software and tools, as well as advanced Excel skills; familiarity with programming languages (e.g., Python, R) is a plus.