Head of Portfolio Risk & Analytics
Core
Lead quantitative frameworks for portfolio construction, risk management, and investment research across the Wealth Management platform.
Role type
Head of Portfolio Risk & Analytics (Senior Leadership)
Builds
Scalable, insight-driven quantitative solutions for portfolio construction, risk monitoring, and custom client portfolios.
Domain
Wealth Management / Asset Management / Quantitative Finance
Deliverable
production ML models | dashboards & analysis | infrastructure
Required skills
Portfolio theory, factor models, risk analytics, Python, R, MATLAB, Bloomberg Terminal, FactSet, portfolio optimization, back-testing frameworks, large datasets
Preferred skills
Private markets, commitment pacing, liquidity modeling, direct indexing, tax-aware investing, customization strategies
Technologies
Python, R, MATLAB, Bloomberg Terminal, FactSet
Responsibilities
Lead development of quantitative risk frameworks including factor exposures, scenario analysis, and stress testing; Design and implement portfolio analytics and reporting tools; Develop proprietary applications for front office portfolio composition; Build quantitative screening tools for equities and ETFs; Conduct quantitative analysis to inform capital market assumptions; Oversee automation of portfolio data workflows and analytics processes
Seniority
Executive, Strategy & Mentorship