Enhance and formalize portfolio construction frameworks across model portfolios
Develop and maintain optimization methodologies that incorporate risk, return, liquidity, and tax considerations
Implement systematic risk budgeting and volatility management processes
Design and maintain stress testing and scenario analysis frameworks across asset classes
Support macro-informed positioning analysis in partnership with Portfolio Management
Monitor portfolio exposures including factor risk, duration, credit, and correlation structure
Oversee development of standardized risk dashboards for internal stakeholders
Develop reporting frameworks for drawdown analysis, scenario testing, and attribution
Ensure portfolio risks remain aligned with stated objectives and investment policy guidelines
Provide actionable risk insights to senior leadership and the Investment Committee
Maintain and refresh capital market assumptions used in strategic allocation decisions
Support strategic and tactical asset allocation modeling
Assist in evaluating new asset classes and alternative investment structures from a portfolio construction perspective
Partner with Equity, Fixed Income, and Manager Research teams to ensure cohesive model sleeve integration
Evaluate and enhance portfolio analytics systems (FactSet, Bloomberg, optimization tools, etc.)
Improve data governance and automation related to portfolio analysis and reporting
Support advisor-facing portfolio analytics and diagnostic tools
Identify process efficiencies to reduce manual portfolio oversight workflows
Lead portfolio-related special initiatives driven by market developments, platform growth, or strategic expansion
Support model evolution and new solution development initiatives
Contribute to white papers, investment commentary, and advisor education materials as needed
Collaborate closely with the Head of Portfolio Management to support implementation excellence
Partner with Director of Investment Manager Research, Director of Fixed Income, and Director of Equities to ensure cross-asset consistency
Develop and mentor junior team members within portfolio analytics and risk functions
Establish documentation standards and quality control processes

Requirements

PhD preferred, Masters Degree in Quantitative Finance, Mathematics, Statistics, or related field required
10+ years of experience (5+ with PhD) in multi-asset portfolio construction, asset allocation, or risk management
Strong quantitative and analytical skill set
Experience with portfolio optimization, risk systems, and multi-asset modeling
Proficiency in Excel; familiarity with FactSet, Bloomberg, and portfolio analytics tools required
Programming experience (Python, R, MATLAB, SQL) preferred
Strong understanding of traditional and alternative asset classes
Excellent written and verbal communication skills
High ethical standards and professional integrity
Ability to work collaboratively across investment teams.

Benefits

Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Applicant Tracking System Keywords

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

Hard Skills & Tools

portfolio constructionoptimization methodologiesrisk budgetingvolatility managementstress testingscenario analysisportfolio analyticsdata governancequantitative analysismulti-asset modeling

Soft Skills

analytical skillscommunication skillscollaborationleadershipmentoringintegrityprocess efficiencydocumentation standardsactionable insightsstrategic thinking

Certifications

PhDMasters Degree in Quantitative FinanceMasters Degree in MathematicsMasters Degree in Statistics