Portfolio Quality Analyst - Investment APM
Core
Supports Associate Portfolio Managers in daily portfolio management activities, including data quality checks, order construction, compliance monitoring, and operational setup.
Role type
Portfolio Quality Analyst
Builds
Client portfolios and investment workflows
Domain
Investment Management / Capital Markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Data accuracy verification, portfolio review, order construction, compliance alert investigation, account setup, report preparation, process automation
Preferred skills
Financial market knowledge, problem solving, process re-engineering
Technologies
Automation solutions, optimization tools
Responsibilities
Perform start-of-day quality control checks, assist in portfolio reviews for strategy dispersion and lifecycle events, construct proposed purchase and sell orders, investigate post-trade compliance alerts, support operational setup of new accounts, maintain product targets or rule sets, prepare investment and portfolio reports, identify opportunities to automate processes
Seniority
Individual Contributor, operational support