Global Investment Office - Institutional Portfolio & Risk Analytics, Vice President
Core
Designing strategic reporting frameworks and next-generation analytics platforms for institutional portfolio and risk management.
Role type
Senior IC quantitative analyst (institutional portfolio & risk analytics)
Builds
Institutional reporting frameworks, portfolio analytics platforms, and PM dashboards
Domain
Wealth management / Institutional investment / Multi-asset portfolio construction
Required skills
Portfolio construction, multi-asset research, performance analytics, risk management, modern portfolio theory, data analysis, VBA/macros, PowerPoint, Excel
Preferred skills
CFA, CAIA, Aladdin, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar
Responsibilities
Design unified institutional reporting frameworks; Develop conceptual frameworks for advanced portfolio analytics; Identify opportunities to improve reporting processes and tools; Translate portfolio manager needs into functional requirements for PM dashboards; Help PMs interpret positioning alignment with objectives and risk budgets; Contribute to dashboard design, functionality, and quality control; Partner with Technology and Data Engineering on data requirements and tool integration; Contribute to governance frameworks for analytics definitions and methodologies
Seniority
Senior, hands-on IC
