Lead Specialist, Core Performance & FI Analytics
Core
Lead Specialist managing client portfolio performance analysis, risk assessment, and workflow execution for asset managers and wealth managers.
Role type
Senior IC financial analytics specialist (managed services)
Builds
Portfolio performance reports, risk analysis results, and optimized client workflows
Domain
Asset Management / Financial Analytics
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Portfolio performance analysis, risk measure assessment, financial instruments pricing (stocks, bonds, derivatives), asset management industry knowledge, requirement gathering, workflow execution, stakeholder collaboration
Preferred skills
CFA/FRM certification, Python, data science, risk management, structured products knowledge
Technologies
Python
Responsibilities
Conduct advanced portfolio performance and risk result analysis, manage client service incidents, collaborate with client middle/front office teams, analyze complex business issues related to investment portfolios, mentor and support customer success teams
Seniority
Senior, hands-on IC