Equity Solutions Portfolio Analyst – Portfolio Construction & Optimization
Core
Support portfolio construction, customization, and optimization to deliver tailored investment products aligned with client objectives and risk parameters.
Role type
Senior Portfolio Analyst (Equity Solutions)
Builds
Customized portfolio solutions and investment strategies for client mandates
Domain
Asset Management / Equity Investing
Deliverable
production ML models | product features
Required skills
Portfolio construction and optimization, Portfolio risk analysis, Equity strategies, Quantitative analysis, Asset allocation principles, Coding and querying for data analysis, Proficiency with portfolio analytics platforms (Axioma, Barra, Aladdin, FactSet, Bloomberg)
Preferred skills
Experience translating client constraints into practical construction recommendations, Experience with ad hoc analyses for investment strategy
Technologies
Axioma, Barra, Aladdin, FactSet, Bloomberg
Responsibilities
Support development and implementation of customized portfolio solutions, Analyze portfolio exposures and risk characteristics relative to benchmarks, Evaluate portfolio trade-offs involving return expectations and tracking error, Partner with portfolio managers and client teams to deliver scalable customization solutions, Incorporate quantitative analysis and fundamental considerations into recommendations, Support ad hoc analyses related to client mandates and investment strategy
Seniority
Mid-Senior Level, hands-on IC