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14 часов назад

Equity Solutions Portfolio Analyst – Portfolio Construction & Optimization

175 000 - 200 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Equity Solutions Portfolio Analyst – Portfolio Construction & Optimization (Portfolio Construction and Quantitative Investment): Supporting customized equity portfolio solutions by translating client objectives and constraints into construction and optimization recommendations with an accent on portfolio analytics, risk analysis, and fundamental investment considerations. Focus on evaluating return, tracking error, exposure, allocation, and implementation trade-offs while collaborating with portfolio managers, quantitative teams, trading, operations, product, and client-facing partners.

Location: Boston, Massachusetts, United States; hybrid schedule with four days in the office

Annual salary: $175,000–$200,000, plus an annual discretionary bonus.

Company

hirify.global is a global asset manager, with Putnam Investments operating as a diversified fundamental active equity asset manager backed by hirify.global’s resources and scale.

What you will do

  • Support the development and implementation of customized portfolio solutions across investment strategies.
  • Translate client objectives, constraints, and preferences into portfolio construction recommendations.
  • Analyze portfolio exposures, allocations, risk characteristics, benchmarks, and client objectives.
  • Support portfolio construction and optimization processes, evaluating return, tracking error, and implementation trade-offs.
  • Collaborate with portfolio managers, fundamental and quantitative analysts, trading, operations, product teams, and client-facing partners.
  • Conduct ad hoc analyses related to client mandates, portfolio construction, and investment strategy.

Requirements

  • At least five years of relevant experience in portfolio construction or quantitative investment within asset management.
  • Strong understanding of portfolio construction, optimization, portfolio risk analysis, equity strategies, quantitative analysis, asset allocation, and investment management principles.
  • Proficiency with coding, querying, and analytical tools for portfolio analysis, data management, and investment decision-making.
  • Experience with portfolio analytics and risk platforms such as Axioma, Barra, Aladdin, FactSet, or Bloomberg.
  • Ability to work in a hybrid schedule from the Boston, Massachusetts office four days per week.
  • A resume or CV must be attached with the application.

Culture & Benefits

  • Three weeks of paid time off during the first year, plus vacation, holidays, sick leave, parental and caregiving leave, bereavement, volunteering, and floating holidays.
  • Medical, dental, vision, insurance, disability, and well-being benefits.
  • 401(k) plan with an 85% company match on eligible pre-tax and/or Roth contributions, up to IRS limits.
  • Employee Stock Investment Plan with discounted share purchase opportunities.
  • Learning and education assistance, career development resources, and opportunities to purchase company funds without sales charges.

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