Portfolio Management Analyst

Qualifications

• Bachelor's or master's degree in finance, economics, mathematics, or a related field
• 2-4 years of relevant experience working in a similar quantitative or technical environment
• Strong quantitative and analytical skills with demonstrated understanding of mathematics, statistics, and linear algebra
• Excellent coding skills with hands-on experience in Python
• Excellent attention to detail and a strong sense of ownership and accountability
• Ability to work effectively in a fast-paced environment while managing multiple priorities
• Familiarity with portfolio concepts (e.g., rebalancing, risk, exposures, and trading mechanics) is a plus

Responsibilities

• Assist senior team members in implementing investment decisions
• Prepare trading plans and support trade review to ensure accuracy, completeness, and alignment with investment objectives
• Support operational excellence by contributing to process improvements and automation initiatives
• Partner with internal teams (e.g., Operations and Investor Relations) to support a high-quality client experience

Benefits

The salary range for this role will be between $125,000 and $175,000 per year. This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health/dental/vision insurance, Paid Time Off, 401(k) and other benefits eligible to employees. Actual compensation for successful candidates will be carefully determined based on a number of factors, including their skills, qualifications and experience.

Schedule

This position follows a 4:1 hybrid work model, out of our New York City office.