Portfolio Analytics

Job Summary: 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 valuations skills and a deep understanding of portfolio management principles.

Key Responsibilities:

• Conduct detailed valuations analysis of investment portfolios across various asset classes, identifying key drivers of returns and risks.
• Develop and maintain portfolio valuations tools and models to support investment decision-making..
• Collaborate with portfolio managers and research teams to provide insights and recommendations based on valuations 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.
• 7+ years of experience in Valuation 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.