Senior Analyst - Portfolio Solutions

Harbor Capital Advisors • Chicago, IL

243d • $150,000 - $175,000

About The Position

The Senior Analyst - Portfolio Solutions is a critical role supporting Harbor Capital's Project Lighthouse, custom Portfolio Solutions, and OCIO business. This position is responsible for providing analytical support and creating high-quality deliverables. The individual will work closely with the Head of Portfolio Solutions, members of the Multi-Asset Solutions Team (MAST), Investment Specialist Team (IST), and Distribution Team, as well as other stakeholders.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Minimum of 8 years of experience in portfolio analysis, investment management, or a related field.
• Demonstrated expertise in portfolio construction, research, and analysis of funds.
• Proficiency in analytical tools and data management systems.
• Experience with Morningstar Direct is REQUIRED.
• Familiarity with Bloomberg, statistical software, and portfolio management technologies.
• Proficiency in coding languages e.g. Python, R, strongly preferred.
• Advanced understanding of investments, portfolios, and funds, including portfolio characteristics, style analysis, performance measurement, Modern Portfolio Theory (MPT) statistics, business cycle regimes, tactical portfolio management, volatility targeting, optimization techniques, efficient frontier analysis, and Monte Carlo simulation.
• Proficiency in Microsoft Excel, including Analysis ToolPak, Data Analysis, Solver, and PowerPoint is REQUIRED.
• Strong verbal and written communication skills with the ability to articulate complex concepts clearly and effectively to diverse audiences.
• Exceptional analytical and problem-solving abilities.
• Proven ability to work collaboratively in a team environment and manage cross-functional projects and initiatives.
• Strong client orientation with a commitment to delivering high-quality solutions and building lasting professional relationships.
• Demonstrated ability to work with multiple priorities and meet concurrent deadlines.

Nice To Haves

• Advanced degree (MBA) or professional designation (CFA) strongly preferred.

Responsibilities

• Utilize artificial intelligence and Large Language Models (LLMs) to scan advisors' publications and analyze their approach to financial planning, risk management, investment selection, portfolio construction, research methods, investment philosophy, and decision-making frameworks.
• Conduct thorough analysis of advisors' current models, portfolio performance, risk metrics, and investment strategies.
• Work with the Multi-Asset Solutions Team and Head of Portfolio Solutions to create custom portfolio solutions.
• Develop and maintain comprehensive performance reporting and attribution of custom models.
• Monitor underlying investments of custom models, assess portfolio risk exposures, and recommend replacements as necessary in compliance with internal policies and guidelines.
• Assist in the execution and implementation of Harbor standard models.
• Ensure the integrity and accuracy of custom portfolios.
• Engage with advisors to understand their portfolio solution needs and preferences.
• Identify opportunities for process improvement and innovation within portfolio solutions.
• Work with external managers and help the process of co-creation of models, run analytics, create reports, and collaborate with internal and external stakeholders as necessary.
• Stay abreast of industry trends in model portfolios, competitor strategies, and latest developments.

Benefits

• $150,000-$175,000 salary range plus bonus eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree