Portfolio Strategist
Quantinno Capital Management · New York, NY · 1 wk ago
On-siteBusiness Development$125k–$175k/yrFull-time
Primary Responsibilities
- Ensure client portfolios are aligned with client objectives.
- Develop optimal client solutions and insights in collaboration with clients and the Portfolio Management team.
- Work closely with clients and senior investment professionals to conduct custom portfolio analysis.
- Collaborate with other team members to support the investment process and client service.
- Communicate analysis and insights to portfolio managers and senior leadership through clear, actionable reports.
Qualifications
- Undergraduate or master's degree in finance, economics, mathematics, or a related field.
- 2-5+ years of relevant experience in financial services, preferably in a client-facing and analytical role in investment management or related industry.
- Proficiency in Python, with experience with Pandas and data analysis preferred.
- Experience with version control (Git) and working in a collaborative development environment is a plus.
- A strong analytical mindset and ability to adapt to complex and evolving scenarios.
- Excellent communication and interpersonal skills, with the ability to clearly articulate technical topics to clients and internal stakeholders.
Pay
The salary range for this role will be between $125,000 and $175,000 per year.
Schedule
This position is onsite located in New York, NY.
Benefits
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.