Front Office BA

Key Responsibilities

• Engage with the investment teams, portfolio managers, portfolio analysts, risk, and quantitative research to understand current investment tooling, data, and challenges.
• Document workflows and processes.
• Collaborate across multiple teams and work closely with portfolio managers, quantitative research, and engineers to design and deliver investment tools.
• Prototype portfolio management tools using Power BI, Python, and SQL.
• Drive investment solutions to enhance productivity through automation and leveraging generative AI to drive efficiencies.
• Cook up with the development team to execute on product development.
• Provide day-to-day support for portfolio management team in their use of internal tools and platforms.

Required Qualifications

• 7+ years of experience delivering portfolio management and/or quantitative tools in the fixed income asset management industry.
• Strong understanding of the investment process – portfolio construction, portfolio allocation, risk management.
• Excellent analytical skills with the ability to deep-dive into current tools and workflows.
• Excellent communication skills across verbal, written emails, and PowerPoints (e.g., visualizations, diagrams, etc.).
• Exceptional attention to detail and organizational skills to document requirements.
• Strong technical aptitude in Python, SQL, Power BI.
• Ability to work collaboratively with the investment team, other stakeholders, and technology teams to design and implement effective solutions.