Lead Portfolio Investment Analyst - Equities
Core
Model, replicate, and implement portfolio managers' investment ideas across related funds and client portfolios while ensuring adherence to guidelines and cash flow requirements.
Role type
Lead Portfolio Investment Analyst (Equities)
Builds
Client portfolios and fund implementations
Domain
Asset Management / Equities
Required skills
Portfolio modeling, investment guidelines interpretation, compliance issue resolution, strategy performance measurement, process improvement, mentorship, stakeholder influence
Preferred skills
CFA/FRM/CAIA/MBA credentials, subject matter expertise in portfolio construction, project leadership, global trading partner experience
Technologies
Portfolio modeling tools, data-driven analysis platforms
Responsibilities
Oversee investment activities across complex portfolios; serve as escalation point for modeling issues; measure strategy performance; act as subject matter expert for modeling; lead projects to expand modeling capabilities; provide guidance and mentorship to associates
Seniority
Senior, hands-on IC with team leadership