Portfolio Engineer Specialized Strategies
Core
Support the top-down portfolio management process by developing strategy and market expertise, leading rebalances, and overseeing trade life cycles.
Role type
Portfolio Analyst (Investment Research & Strategy)
Builds
Portfolio management strategies and trade execution plans
Domain
Asset Management / Financial Markets
Required skills
Portfolio management, buy-side research, trading, options and derivative strategy development, financial data systems, data analysis, client communication
Preferred skills
Derivative operations experience, complex topic simplification
Responsibilities
Monitor and evaluate portfolio positioning and performance, develop options and derivative management tools, create proactive proposals to improve strategy performance, ensure trading activity reflects Investment Policy Committee expectations, communicate strategy expertise to internal and external clients