Investment Analyst - Parametric
Core
Develop foundational investment skills and support daily portfolio management for Overlay Solutions using proprietary software and data feeds.
Role type
Investment Analyst (Quantitative/Parametric)
Builds
Customized daily reports and client-requested research for institutional portfolios
Domain
Asset Management / Quantitative Investing
Deliverable
production ML models | product features | dashboards & analysis
Required skills
quantitative analysis, Excel proficiency, problem-solving, attention to detail, time management, audit skills
Preferred skills
CFA program completion, investment management experience, coding languages
Technologies
proprietary investment management software, Excel, coding languages
Responsibilities
Generate customized daily reports using proprietary software, review data feeds for portfolio accuracy, act as primary day-to-day client contact, assist in client-requested research projects, conduct audits on client accounts, contribute to efficiency and risk reduction initiatives
Seniority
Junior, hands-on IC
