Global Investment Office - Institutional Portfolio & Risk Analytics, Vice President
Core
Design and enhance unified institutional reporting frameworks and develop next-generation portfolio & risk analytics platforms for OCIO and Family Office businesses.
Role type
Vice President, Institutional Portfolio & Risk Analytics
Builds
Institutional reporting frameworks, advanced portfolio analytics platforms, and PM dashboards
Domain
Wealth Management / Institutional Investment / Risk Analytics
Deliverable
production ML models | dashboards & analysis
Required skills
Multi-asset portfolio construction, performance analytics, risk management, attribution analysis, benchmarking, active risk decomposition, factor exposures, liquidity analysis, guideline monitoring, data visualization, VBA/macros
Preferred skills
Aladdin, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar, CFA, CAIA
Technologies
Aladdin, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar, VBA
Responsibilities
Design unified institutional reporting frameworks across segments (pensions, E&F, UHNW, family offices), develop conceptual frameworks for advanced portfolio analytics, identify opportunities to improve reporting processes and tools, translate portfolio manager needs into functional requirements for PM dashboards, help PMs interpret positioning alignment with objectives and risk budgets, contribute to dashboard design and quality control, partner with Technology and Data Engineering on data requirements and tool integration, contribute to governance frameworks for analytics definitions and methodologies
