Chief Investment Strategist
2 days ago
The Portfolio Analyst is a key member of the Public Markets team, responsible for delivering investment solutions to clients.
This hands-on role requires a data-savvy problem solver with a strong analytical mindset and a passion for financial markets.
As a Portfolio Analyst, you will support the team in guiding investment decisions and developing portfolio strategies.
About the Role- Support the team in analyzing client data to inform investment decisions.
- Develop and maintain dashboards and models to automate analysis and track performance.
- Assist in preparing detailed client reports and papers.
- Collaborate in developing Strategic Asset Allocations and portfolio solutions for clients.
- Support portfolio management, rebalancing, and managing cash flows.
- Contribute to performance reviews, investment research, and risk reporting.
- Bachelor's degree in mathematics, data science, statistics, or a related field.
- Commitment to ongoing learning and professional development.
- Strong attention to detail and excellent quantitative skills.
- Interest in international markets, ESG, and socially responsible investing.
- Proficiency in Excel, Python/MATLAB, SQL, or equivalent.
- Ability to work collaboratively in a fast-paced environment.
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