Analyst – Portfolio Optimization & Allocations

Position Overview

• Assist with daily portfolio management activities such as allocations, liquidity management, and balancing asset liability metrics; serve as link between the portfolio management team, trading desks, liquidity management group, and operations for daily and monthly reporting, compliance and performance purposes
• Understand various client account needs to support portfolio allocation and construction activities, including investment guidelines limitations, cash and liquidity considerations, and risk tolerance
• Evaluate portfolio positioning and determine appropriate asset mix to rebalance portfolios
• Interact with Portfolio Managers on optimization of the asset portfolio in prevailing market conditions
• Prepare investment-related reports and presentations for senior investment professionals, senior management, board of directors, ratings agencies
• Participate in team and departmental projects and process improvement initiatives

Qualifications & Experience

• Bachelor’s degree in finance, economics, mathematics or other technical/quantitative field from a top-tier university or equivalent experience
• 2+ years of relevant work experience in fixed income, treasury, or insurance
• Strong analytical and problem-solving skills a must; Good communication, organizational and interpersonal skills
• Ability to take initiative on tasks and responsibilities; Attention to detail and ability to manage competing priorities and work in a fast-paced environment
• Proficient in Microsoft Excel and PowerPoint; VBA, SQL, Python and programming skills are a differentiator

Pay Range

$110,000 - $150,000

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.