Tech Stack

Description

You will oversee portfolio construction for client portfolios across asset classes, manage cash flow and risk, and engage with various teams to implement improvements. You'll work on process automation and AI projects while collaborating with investment professionals to enhance the firm's capabilities.

Requirements

• Bachelor’s degree in quantitative or technical field; Master’s degree and/or CFA progression/designation a plus
• 10+ years of relevant experience within the investment industry, preferably in equity, fixed income, and foreign exchange markets
• Strong analytical and mathematical skills, including optimization techniques and familiarity with quantitative investment models, techniques and a demonstrated understanding of a quantitative trading processes and tools
• Experience developing enhancements and automation for proprietary portfolio management platform
• Prior experience with an order management system, preferably Charles River Development (CRD)
• Strong Python programming skills; Experience applying AI techniques, including large language models (LLMs), to investment use cases
• Excellent analytical and problem-solving skills to conceptualize and build analytical tools
• Demonstrated willingness and ability to learn and maintain relevant technical and/or investment skills
• Willingness and ability to work in a collegial, results-oriented environment, must be a strong team player
• Drive to work in a fast-paced environment and meet daily deadlines, while ensuring a high level of attention to detail

Responsibilities

• Oversee portfolio construction for firm-wide client portfolios, across asset classes
• Responsible for portfolio cash flow, transition, and risk management and adherence to client guidelines
• Critically think about portfolio optimization and keep informed of industry best practices
• Engage with portfolio managers, operations, compliance, business development, and client service teams as needs arise relating to portfolio oversight
• Communicate portfolio insights and research to the broader investment team and senior management
• Engage in project work aimed at process and workflow improvements and automation, including AI
• Work with other departments to understand and address potential conflicts and process improvements