Total Portfolio Analytics & Investment AI Strategy Lead
Core
Lead analytics strategy, data engineering, and AI/ML initiatives to support total portfolio management, asset allocation, risk management, and decision-making for a $327B General Account.
Role type
Senior IC Lead (Analytics Strategy & AI)
Builds
Scalable analytics frameworks, data models, decision-support tools, and AI-enabled workflows for investment leaders.
Domain
Institutional Asset Management / Quantitative Finance
Deliverable
production ML models | dashboards & analysis | infrastructure
Required skills
Multi-asset portfolio analytics, asset allocation, risk management, SQL, Python, data warehousing, BI tools, machine learning, team leadership
Preferred skills
CFA designation, MS/PhD, experience with Aladdin/Bloomberg/eFront, prompt-based tooling, agents
Technologies
Snowflake, Redshift, Power BI, Streamlit, Tableau, Aladdin, Bloomberg, eFront, Yardi
Responsibilities
Build analytical frameworks for asset allocation and risk budgeting; lead AI strategy adoption; partner with engineering to translate needs to technical requirements; design data models and quality checks; develop interactive dashboards; define analytics roadmaps for optimization and stress-testing; manage and mentor a small team of analysts.
Seniority
Senior, hands-on IC with people leadership
