Portfolio Analyst
Core
Support Portfolio Managers in managing balanced multi-asset class portfolios for complex Family Office clients, focusing on liquidity, equity, fixed income, and private investments.
Role type
Junior IC portfolio analyst (family office)
Builds
Customized investment strategies and portfolio management services for high-net-worth clients
Domain
Wealth management / Family Office / Private Markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
quantitative analysis, financial modeling, Excel proficiency, multi-asset class knowledge, private equity exposure
Preferred skills
CFA progress, MBA progress, Charles River/APX proficiency, AI tool adoption
Technologies
Excel, Charles River, APX
Responsibilities
Manage liquidity needs for client portfolios, analyze equity and fixed income assets, develop investment strategies with the PM team, coordinate trading and client communications, identify process improvement opportunities
Seniority
Junior, hands-on IC