Portfolio Analyst
Core
Implement, monitor, and manage multi-asset investment strategies for institutional and high-net-worth client portfolios.
Role type
Portfolio Analyst
Builds
Scalable, compliant, and efficient portfolio outcomes across a multi-asset platform
Domain
Institutional finance, multi-asset investment
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Strategic and tactical asset allocation, portfolio construction, multi-asset risk management, Python, SQL, institutional investment platforms
Preferred skills
Experience with institutional or high-net-worth client portfolios
Technologies
Aladdin, Databricks, Snowflake, Bloomberg, ArcherIMS
Responsibilities
Lead implementation of research-driven investment ideas, monitor portfolio allocations and risk metrics, conduct multi-asset research projects, collaborate on process improvement and technology workflows, ensure governance and compliance adherence
Seniority
Mid-level, independent ownership
