12 часов назад
Portfolio Analyst (Multi-Asset Investments)
114 500 - 194 700$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Portfolio Analyst (Multi-Asset Investments): Implementing, monitoring, and managing multi-asset investment strategies across institutional and high-net-worth client portfolios with an accent on portfolio construction, risk oversight, and investment research. Focus on translating quantitative and qualitative insights into scalable portfolio recommendations, improving investment technology workflows, and ensuring regulatory and fiduciary compliance.
Location: Chicago, IL, United States
Salary: $114,500–$194,700 USD annually, plus a discretionary bonus program that may include an equity component.
Company
is a Fortune 500 financial institution providing financial services and investment guidance to individuals, families, and institutions.
What you will do
- Implement research-driven investment ideas across institutional and high-net-worth client accounts.
- Support portfolio rebalancing, transitions, and portfolio construction across multiple asset classes.
- Monitor allocations, exposures, risk metrics, objectives, and portfolio constraints.
- Conduct multi-asset research and translate qualitative and quantitative insights into investment recommendations.
- Collaborate with quantitative researchers and investment technology teams to improve trading, monitoring tools, workflows, and data infrastructure.
- Partner with Legal and Compliance on regulatory, contractual, and fiduciary requirements and support new product launches.
Requirements
- 4+ years of relevant industry experience in multi-asset, fixed income, equity portfolio analysis, implementation, or investment strategy.
- Strong knowledge of strategic and tactical asset allocation, portfolio construction, and multi-asset risk management.
- Strong analytical, communication, and cross-functional collaboration skills.
- Programming proficiency in Python and SQL.
- Familiarity with Aladdin, Databricks, Snowflake, Bloomberg, or ArcherIMS.
- Graduate degree in Financial Engineering, Finance, Economics, or a related quantitative field.
Nice to have
- Experience supporting institutional or high-net-worth client portfolios.
Culture & Benefits
- Flexible and collaborative work culture.
- Retirement benefits, including a 401(k) and pension.
- Medical, dental, vision, spending account, disability, life, and accident insurance.
- Paid time off, parental and caregiver leave, and well-being benefits.
- Opportunities for internal movement, accessible senior leaders, and community-focused work.
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