Global Stock Selection - Product Specialist Analyst / Associate

AQR•Greenwich, CT

About The Position

The Global Stock Selection (GSS) group is responsible for the portfolio management and research of AQR's strategies relating to individual equities and equity related securities across all global liquid markets. GSS models are applied to market-neutral long/short portfolios in AQR hedge funds as well as to long-only and relaxed-constraint portfolios for institutional equity mandates, tax-aware mandates and mutual funds. Within GSS, the Product Specialist team is central to communication with and support of our existing and prospective investors, and often serves as the external face of equity portfolio management. The team educates investors and prospects on our strategies through written answers to client questions, new business presentations, and review discussions of existing investments. Additionally, the team is involved in different stages of the investment process, including product development, performance monitoring and analysis. The team interacts closely with the rest of the firm including, most notably, business development, research, and portfolio implementation, as well as trading, legal, compliance, risk and marketing. Through this collaboration, product specialists have in-depth knowledge of the strategies they cover and are expected to be in-house experts of their respective products. They are an integral part of initiatives to create, manage, and sell AQR products. We are seeking an exceptionally talented individual to join GSS’s product specialist team. This role will give end-to-end exposure to the portfolio management process and continued evolution of AQR’s equity products and will include opportunities to work with senior investment professionals across the firm.

Requirements

Bachelor’s degree in a business or quantitative discipline
1-3 years of investment management experience, ideally related to equity and equity linked products.
Superior analytical ability with a deep understanding of investment, particularly equity strategies; experience with quantitative strategies preferred.
Programming skills (Python and SQL) or a willingness to learn programming is essential
Proficiency in Excel and PowerPoint is required
Ability to communicate and position complex strategies effectively to a broad range of investors both verbally and in writing.
Entrepreneurial spirit with a demonstrated work ethic, competitiveness and tenacity required to achieve top performance.
Well-organized, detail-oriented; able to multi-task and keep track of various deadlines in a fast- paced, high demand environment
Mature and thoughtful, with the ability to operate in a collaborative, team-oriented culture
Creative, resourceful, and driven - an intelligent risk taker and someone who does not grow complacent with success
Hard-working and eager to learn in a highly intellectual, innovative environment
Highest level of integrity, empathy and character

Nice To Haves

experience with quantitative strategies preferred

Responsibilities

Prepare client-ready written responses to investment questions spanning a variety of topics: e.g., investment philosophy, investment process, performance, performance drivers, portfolio characteristics, etc.
Create and help improve presentations, review materials and collateral for pitching new business
Help organize and run analyses for RFPs
Analyze portfolio performance using existing tools, and contribute to the development of new monitoring tools
Conduct custom portfolio analysis to address questions from clients or senior investment professionals
Present portfolio analysis results to product and portfolio teams
Analyze how and why specific investment themes, or industries or country exposures contributed to overall performance
Create pro-forma portfolios and assess their alpha contribution after controlling for standard factors such as value, size and momentum
Potential opportunity to contribute to presentations and white papers on a broad spectrum of topics (e.g. specific products, quant concepts, market environment etc.)