Portfolio Analyst
Portfolio Analyst
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Job Description
Portfolio Analyst
55ips Quantitative Research & Development (R&D) team is seeking a dedicated professional to support the teams testing and operational needs. The ideal candidate will possess a strong understanding of market and portfolio data with the ability to analyze and investigate investment outcomes. This role requires ensuring that portfolios are strategically aligned with investment strategies and perspectives while also guaranteeing that organizational and infrastructure capabilities are robust enough to support the portfolio management process.
The successful candidate will be highly motivated adept at problem-solving and an effective team player eager to make a significant impact within the organization.
Responsibilities
- Collaborate with quantitative researchers and software developers to enhance investment algorithms and optimize research data. Facilitate the advancement of back-testing simulation and data visualization platforms to support strategic investment decisions. Analyze trade suggestions positioning risk metrics etc. to ensure alignment with investment thesis and process and recognize evaluate and reconcile any results that are inconsistent with strategy objectives.
- Establish execute and oversee both historical and forward-looking simulations to ensure robust analysis and accuracy in investment strategies.
- Develop comprehensive analysis and visualization reports utilizing Excel Tableau and other advanced analytical tools to effectively communicate insights and support data-driven decision-making processes.
- Investigate and resolve inquiries and issues arising from trade operations and investment teams ensuring seamless execution and alignment with strategic financial objectives.
- Collaborate closely with product management portfolio managers and technology teams to launch refine and test both existing and new investment strategies ensuring alignment with market trends and organizational goals.
- Engage in governance practices to oversee and enhance investment methodologies ensuring compliance with industry standards and optimizing performance outcomes.
- Utilize JIRA to efficiently manage and assign work items and issues ensuring streamlined workflow and effective resolution within project timelines.
- Thoroughly document operational procedures processes and workflows to ensure clarity consistency and compliance across all financial operations.
Requirements
- Bachelors degree in Finance Accounting or Economics.
- Deep passion for financial markets and the investment management process.
- Strong attention to detail with the ability to conceptualize and comprehend complex financial data.
- Demonstrated interest in pursuing CFA and/or FRM certifications.
- Team player with a strong work ethic and a diligent responsible personality.
- Collaborative nature thriving on challenges in fast-paced dynamic environments.
- Collaborative and cooperative approach with employees and management at all levels.
- Highest degree of integrity motivation and intellectual curiosity.
- Solid understanding of basic statistics strong Excel skills and quantitative capabilities.
- Ability to work with basic Python and statistical analysis.
- Proven ability to manage multiple tasks and work under pressure handling large workloads and tight deadlines.
- Strong verbal and written communication skills.
- Proficient in Microsoft PowerPoint Word.
- Proficient in investigating data issues using SQL.
- Familiarity with financial tools such as BarraOne Factset and Bloomberg is a plus.
About 55ip
55ip is a financial technology company whose purpose is to break down barriers to financial management enterprises andfinancial advisors use 55ips tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ips intuitive experience and intelligent automation elevate portfolio design and delivery helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ips ActiveTax Technology which includes tax-smart transitions management and withdrawals.55ip is becomingthe industry standard by connecting to platforms where advisorsmanage theirclient accountsenhancing workflow andreducingthe needto move the information is available at Experience:
IC
Employment Type
Full-Time
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