Client Portfolio Management Analyst (Fintech)

TL;DR

Client Portfolio Management Analyst (Fintech): Supporting the Quantitative Equity Solutions team in designing and delivering bespoke investment strategies for high-net-worth and institutional clients with an accent on product expertise, content creation, and market analysis. Focus on collaborating with portfolio managers and financial advisors to develop custom investment proposals and leveraging technology to scale business outcomes.

Location: Must be based in Dallas, TX, United States

Company

A leading global investment banking, securities, and investment management firm.

What you will do

• Serve as a product expert on QES investment strategies for internal and external stakeholders.
• Create and update marketing materials, thought leadership content, and educational resources.
• Develop custom client proposals tailored to individual investor goals and objectives.
• Conduct competitive, peer group, and broader market research to support business strategy.
• Collaborate with investment teams, portfolio managers, and researchers to gain and communicate investment insights.
• Address inquiries regarding QES investment capabilities and performance.

Requirements

• Must be based in Dallas, TX.
• Strong financial, statistical, and investment knowledge.
• Excellent verbal, presentation, and written communication skills.
• Proficiency in PowerPoint and Excel.
• Ability to thrive in a fast-paced, team-oriented, and collaborative environment.
• Strong commercial instinct and attention to detail.

Nice to have

• Experience working with financial advisors and HNW clients.
• Interest or experience in applying AI to scale and enhance business outcomes.
• Technical and quantitative skills.

Culture & Benefits

• Access to the resources and scale of a major global financial institution.
• Opportunity to work in an entrepreneurial environment within a large organization.
• Focus on professional development and industry education.
• Collaborative team culture centered on innovation and client experience.