Portfolio Construction & Analytics – Senior Lead Portuguese
Core
Deliver client-centric investment advice, bespoke asset allocation, portfolio optimization, and statistical modeling for Latin America region clients.
Role type
Senior IC portfolio construction specialist (quantitative)
Builds
Customized asset allocation strategies, portfolio diagnostic tools, and scalable self-service analytics for client-facing teams
Domain
Wealth management / Investment Analytics / Latin America
Deliverable
production ML models
Required skills
Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial modeling (Monte Carlo, optimization, regression), statistical analysis, derivatives, alternative investments
Preferred skills
CFA, CAIA, FRM, high/UHNW client experience, credit products knowledge
Technologies
Proprietary models, statistical analysis tools, in-house applications
Responsibilities
Translate global investment views into actionable portfolio construction solutions; design customized multi-asset class strategies; perform statistical modeling and build in-house applications; develop objective proposals and present to clients; partner with regional leadership on Latin America market priorities
Seniority
Senior, hands-on IC