Senior Investment Analytics Professional

Overview

• Lead investment analytics initiatives, focusing on alternative assets and public markets, in a boutique wealth management firm serving high-net-worth clients.
• Develop scalable, structured methodologies for portfolio analysis, enhancing decision-making processes and ensuring data integrity.
• Collaborate with cross-functional teams to align analytics with data models and applications, driving actionable insights.
• Utilize advanced tools like Python and SQL to prototype and integrate analytic solutions into broader platforms.
• Provide mentorship and leadership to analytics engineers, setting quality standards and fostering continuous improvement.
• Communicate technical concepts effectively to diverse audiences, ensuring clarity and understanding across stakeholders.
• Contribute to the evaluation and integration of third-party analytic suites, enhancing internal reporting capabilities.
• Engage with research and advisory teams to support portfolio management and investment committee decisions.

Key Responsibilities & Duties

• Develop and implement analytic tools for fund comparisons, exposure aggregation, and scenario testing using Python and SQL.
• Establish structured approaches for manager performance analysis, including IRR, PME variants, and benchmark-relative metrics.
• Translate portfolio questions into actionable analytical workflows, delivering insights to support investment decisions.
• Ensure analytic outputs are explainable, repeatable, and trusted across the organization.
• Provide coaching and guidance to analytics engineers, promoting quality standards and continuous improvement.
• Collaborate with client analytics, data, and software teams to align analytics with upstream data models and downstream applications.
• Evaluate and integrate third-party analytic suites to enhance internal reporting capabilities.
• Deliver time-sensitive analysis or reports for investment, research, or advisory teams, ensuring quality and rigor.

Job Requirements

• Bachelor's degree in finance, economics, statistics, or a quantitative field required; CFA or advanced degree preferred.
• Minimum 8 years of experience in investment analytics, allocator research, or portfolio analysis within hedge funds or multi-asset managers.
• Proficiency in Python and SQL for prototyping analyses and managing code with Git.
• Expertise in alternative-asset analytics, including cash-flow modeling, IRR, PME variants, and liquidity forecasting.
• Hands-on experience with multi-asset portfolio analysis across public and private markets.
• Knowledge of market/reference data, benchmark analysis, and corporate actions impact on return analysis.
• Experience mentoring analysts and setting standards for analytic quality and documentation.
• Familiarity with modern data and analytics tools such as Snowflake, dbt, and Github.