Total Portfolio Analytics & Investment AI Strategy Lead
Core
Lead analytics strategy, data engineering, and AI/ML adoption to support total portfolio management and decision-making for a $327B General Account.
Role type
Senior IC Lead (Analytics Strategy & AI)
Builds
Scalable analytics frameworks, data models, and AI-enabled decision-support tools for asset allocation and risk management.
Domain
Asset Management / Institutional Investments
Deliverable
production ML models
Required skills
Portfolio construction, risk budgeting, SQL, Python, data warehousing, BI tools, machine learning, team leadership
Preferred skills
CFA designation, advanced degree, experience with Aladdin/Bloomberg/eFront
Technologies
Snowflake, Redshift, Power BI, Streamlit, Tableau, Aladdin, Bloomberg, eFront
Responsibilities
Lead analytics strategy for asset allocation and risk; drive AI strategy and adoption; build data models and integrate market data; develop interactive dashboards; apply quantitative methods for optimization and stress-testing; manage and develop a small team of analysts.
Seniority
Senior, hands-on IC with people leadership
