Equity Solutions Portfolio Analyst – Portfolio Construction & Optimization
About The Position
The portfolio solutions team is seeking an experienced Portfolio Analyst to support portfolio construction, customization, and portfolio solutioning efforts across investment strategies. The role will focus on enhancing the investment process by applying portfolio solutioning techniques, including portfolio optimization, to deliver customized investment products. This role will work closely with portfolio managers, investment teams, risk and quant teams, product teams, and client-facing partners to develop customized portfolio solutions that align with client objectives, investment guidelines, and risk parameters. The ideal candidate combines strong quantitative and analytical capabilities with a solid understanding of fundamental investing and portfolio management principles. The successful candidate should be comfortable analyzing portfolios, evaluating trade-offs, and supporting optimization and implementation decisions while maintaining an appreciation for underlying investment fundamentals and portfolio objectives.
Requirements
- Minimum of 5 years of relevant experience in a portfolio construction or quantitative investment role within asset management
- Strong understanding of: Portfolio construction and optimization
- Portfolio risk analysis
- Equity strategies
- Quantitative analysis
- Asset allocation and investment management principles
- Proficiency with coding, querying, and analytical tools to support portfolio analysis, data management, and investment-decision making
- Experience with portfolio analytics and risk platforms such as: Axioma Barra Aladdin FactSet Bloomberg
Responsibilities
- Support the development and implementation of customized portfolio solutions
- Translate client objectives, constraints, and preferences into practical portfolio construction recommendations
- Partner with portfolio managers and client teams to deliver scalable and efficient customization solutions
- Support portfolio construction and optimization processes across investment strategies
- Analyze portfolio exposures, allocations, and risk characteristics relative to benchmarks and client objectives
- Evaluate portfolio trade-offs involving return expectations, tracking error and implementation constraints
- Work closely with portfolio managers, fundamental and quantitative analysts, trading, operations, client and product teams
- Incorporate both quantitative analysis and fundamental investment considerations into portfolio recommendations
- Support ad hoc analyses related to client mandates, portfolio construction, and investment strategy
Benefits
- Annual discretionary bonus
- 401(k) plan with a generous match
- Recognition rewards
- Comprehensive benefits package
- Range of competitive healthcare options
- Insurance
- Disability benefits
- Employee stock investment program
- Learning resources
- Career development programs
- Reimbursement for certain education expenses
- Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
- Motivational well-being program
- Three weeks of PTO in your first year
- Competitive medical, dental, and vision insurance
- 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP)
- Opportunity to purchase company funds with no sales charge
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
