Portfolio Solutions & Initiatives Analyst

Responsibilities

• Ownership of critical daily Portfolio Management & Trading operational processes needed to ensure fiduciary standards (e.g., regulatory trading requirements, trading universe changes, risk management activities, trade support, manual interventions on positions)
• Analyze existing portfolio operations processes for capability gaps or areas of improvement, and design scalable solutions to improve efficiency and enhance controls
• Provide analytics and support with needs outside day to day portfolio operations (e.g. performance monitoring, reporting/metrics, procedure/control policies), as well as 'surge' tactical efforts to fortify important firmwide initiatives in a dynamic environment
• Cook up coordination across Modeling, Trading, Portfolio Management, Engineering, and Corporate teams on new strategies and platform initiatives; ensure Portfolio Solution offerings are tailored, operationally excellent, and scalable

Qualifications

• Bachelor’s degree from a highly accredited academic institution with a strong academic record, preferably in finance, mathematics, engineering, or related field
• 3+ years of experience at a financial services organization in a solutions related role within portfolio management or trading, with macro experience or interest preferred
• Strong attention to detail, with ability to sometimes work under pressure and complete operational tasks efficiently with a high level of accuracy
• Solutions minded with excellent problem-solving and analytical skills, proven track record of innovating processes
• Strong project management and organizational skills with demonstrated success building collaborative working relationships
• Programming ability is a plus, preferably with experience using Python or other programming languages to help innovate processes and tactically solve problems
• Passion for the markets, especially Global Macro Markets & Portfolio Management across diverse asset classes and instruments

Benefits

• Core Benefits: Fully paid medical and dental insurance premiums for employees and dependents, competitive 401k match, employer-paid life & disability insurance
• Perks: Onsite gyms with laundry service, wellness activities, casual dress, snacks, game rooms
• Learning: Tuition reimbursement, conference and training sponsorship
• Time Off: Generous vacation and unlimited sick days, competitive paid caregiver leaves
• Hybrid Work Policy: Flexible in-office days with budget for home office setup

Pay

The base pay for this role will be between $125,000 and $175,000. This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans and 401(k) contributions. Discretionary bonus can be a significant portion of total compensation. Actual compensation for successful candidates will be carefully determined based on a number of factors, including their skills, qualifications and experience.