Work closely with and support the Portfolio Management team on the day-to-day investment management operations including oversight of all Quality Assurance tasks
Perform optimization testing and scenario analysis using optimization tools such as Northfield
Conduct ad hoc investment research by writing code in SQL and Python
Collaborate and communicate with trading and operations teams to implement effective trading strategies
Work closely with sales consultants in reviewing tax transition optimizations, mitigate issues raised, respond to client requests
Partner with product management and technology teams to develop, automate and enhance systems and processes to improve portfolio management efficiency, draft JIRA requirements
Perform testing plan and execution of UAT across latest development releases

Requirements

Master’s degree in financial or quantitative discipline, CFA preferred
2-5 years of investment management experience
Knowledge of quantitative investing and portfolio management concepts including risk modeling, optimization (Northfield Open Optimizer), portfolio construction, index methodology
Experience in programming languages such as Python, R, SQL, advanced Excel
Ability to communicate effectively both written and verbally
Ability to meet tight deadlines and work under pressure with high attention to detail
Team player working with highly collaborative and cross-functional teams
Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SQLPythonRadvanced Exceloptimization testingscenario analysisrisk modelingportfolio constructionindex methodologyQuality Assurance

Soft Skills

effective communicationattention to detailteam playercollaborationability to meet deadlinesworking under pressure

Certifications

Master’s degree in financial disciplineMaster’s degree in quantitative disciplineCFA