Senior Vice President, Investments and Analytics

Lido Advisors • Los Angeles, CA

11h

About The Position

This position plays a central role in the firm’s investment strategy and client advisory services. The SVP of Investments and Analytics leads portfolio strategy development and execution across public and private asset classes.

Requirements

• Bachelor's degree in business, finance or related
• Chartered Financial Analyst Certification
• 2 years as a financial analyst
• Multi-factor regression modeling for fund and asset analysis.
• Conditional Value-at-Risk (CVaR) for risk assessment.
• Excel strategy modeling for options and portfolio returns.
• Sector rotation analysis based on macroeconomic indicators.
• Portfolio construction integrating GARP and factor-based frameworks.
• Interfacing with Eikon, FactSet, and Addepar for investment reporting.

Responsibilities

• Managing multi-asset portfolios including a $934M+ GARP strategy and fixed income mandates.
• Delivering economic outlook presentations that shape the investment approach for $30B+ AUM.
• Conducting advanced macro-economic and sector research to identify investment opportunities and risks.
• Creating quantitative models (e.g., regression-based analytics, Brinson attribution, Black Litterman) to enhance portfolio construction and asset allocation.
• Training and mentoring analysts and junior portfolio managers to support scalable client service.
• Partnering with advisors to translate complex strategy into client-friendly insights and materials.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior