Portfolio Analytics Associate

Primary Responsibilities:Maintain and refine internal models used for asset distribution, liquidity forecasting, portfolio exposure, and investment strategy planning.Collaborate with investment teams to uphold data integrity in portfolio planning while developing innovative tools to enhance forecast precision and timeliness.Generate in-depth reports and presentations on portfolio performance for client updates, investment committee discussions, and board meetings.Assist with risk and compliance monitoring, covering asset allocation, liquidity management, counterparty exposure, and regulatory constraints.Act as a liaison between the finance and investment teams to ensure seamless implementation of portfolio decisions.Conduct comprehensive research and analysis on various ad hoc topics requested by senior leadership, including peer comparisons, market developments, and performance benchmarking.Required Experience:Minimum of two years in investment research or portfolio analysis; familiarity with asset allocation strategies is a plus.Proficiency in Excel and PowerPoint is essential; experience with Python or R is a bonus but not mandatory.Strong interest in market trends, portfolio strategies, risk evaluation, and investment analytics.43105

Created: 2025-02-14