- New York, New York, United States
- On-site
- Full-time · Mid
- $100K–$132K per year
- 3+ years
Deliver financial market intelligence, insight, opinion and expertise. Deliver Asset Allocation advice and recommendations. Construct and rebalance client portfolios. Provide timely communication about investment results in client portfolios, including performance attribution. Introduce new investment products and opportunistic strategies. Oversee and manage, in conjunction with ISG, the open architecture program.
Compensation
$100,000.00 - $131,500.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
- Manages and improves portfolio collateral production, including ad hoc, monthly, and quarterly deliverables, while coordinating with Portfolio Management team, Compliance and Marketing.
- Builds automated solutions using R, SQL, Excel/VBA, Python, and related tools for collateral production.
- Documents established procedures for collateral production, and trains team members to ensure effective transition and ongoing support.
- Extracts, validates, and analyzes large datasets from SQL databases, FactSet, and Bloomberg.
- Maintains strong knowledge of markets, CIO investment views, quantitative methods, and portfolio construction.
Requirements
- Bachelor’s degree preferably in technical degrees, such as Computer Science, Engineering, Statistics, or Math
- Nice to have: Bloomberg
- Nice to have: Morningstar
- Nice to have: FactSet
- Nice to have: MATLAB