Multi-Asset Senior Portfolio Investment Analyst – TRPIM
Core
Portfolio Investment Analyst supporting portfolio managers and traders with day-to-day portfolio modeling, management, and order execution for multi-asset strategies.
Role type
Senior IC portfolio investment analyst
Builds
Daily portfolio models, trade allocations, cash flow management, and accurate order execution
Domain
Asset management / Fixed income and equity analytics
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Fixed income analytics, Equity analytics, Portfolio modeling, Trade allocation, Cash flow management, Interest rate hedging, Currency hedging, Portfolio management process knowledge
Preferred skills
Derivatives experience, ETFs experience, Separately Managed Accounts (SMA) experience, MBA/MS in Finance, CFA designation
Technologies
Internal portfolio management and trade modeling systems
Responsibilities
Partner with portfolio management team on strategy modeling, monitor portfolio analytics, generate and run accurate orders, coordinate transactions with compliance and legal, determine hedging information
Seniority
Mid-level, hands-on IC