DescriptionOwn the analytics lifecycle for Trade & Working Capitalshaping problems testing hypotheses and delivering productiongrade models that drive portfolio strategy from origination through distribution.
As Portfolio Analytics Development Lead within the Portfolio Management team you will partner with Product Sales Risk and Portfolio Management to build analytics applications that support portfolio management across origination pricing limit setting renewals and distribution. You will work across the datascience lifecyclefrom data acquisition and feature engineering to model development and insight deliveryframing business problems testing hypotheses and translating analysis into embedded solutions and clear recommendations within a global team.
Job Responsibilities
- Build analytical tools and interfaces to measure exposure flows and market drivers; enhance performance attribution; systematically surface opportunities and portfolio actions
- Translate business needs into requirements and technical designs; define design and develop automated data solutions to create analysisready datasets and streamline reporting that produces actionable insights
- Rapidly prototype solutions lead structured testing with clear success criteria and drive initiatives from pilot to full rollout with appropriate approvals and controls
- Embed realtime insights and model outputs into sales and product workflows with Technology and Product partners via APIs and flexible decision tools
- Present recommendations to management and business partners with strong datavisualization practices; champion data quality validation lineage and documentation standards
- Build evaluation packages (offline benchmarks A/B or holdout tests) to demonstrate efficacy reliability and fairness; communicate results and go/nogo decisions; stay current on AI/ML and act as an internal SME
Required Qualifications Capabilities and Skills
- Advanced degree (MS or PhD) in a quantitative/STEM discipline or equivalent industry experience
- Commercial experience applying advanced analytics to highimpact use cases (e.g. semantic search information extraction question answering personalization classification recommendation forecasting)
- Proficiency in Alteryx SQL Python and BI tools to automate data solutions and flexible reporting
- Solid grounding in ML fundamentals and practical implementations (e.g. timeseries analysis clustering decision trees deep learning)
- Strong knowledge of NLP language modeling prompt engineering and domain adaptation for LLM applications
- Track record of taking solutions from prototype to production including structured testing with defined success criteria and changecontrolled implementation
- Ability to communicate to technical and nontechnical audiences
Preferred Qualifications Capabilities and Skills
- Experience in performance attribution or trading/decision analytics; frontoffice finance experience
- Familiarity with incorporating unstructured data into portfolio analytics and product development
- Knowledge of the alternative data landscape
- CFA designation or progress toward it
Required Experience:
Exec
DescriptionOwn the analytics lifecycle for Trade & Working Capitalshaping problems testing hypotheses and delivering productiongrade models that drive portfolio strategy from origination through distribution.As Portfolio Analytics Development Lead within the Portfolio Management team you will partne...
DescriptionOwn the analytics lifecycle for Trade & Working Capitalshaping problems testing hypotheses and delivering productiongrade models that drive portfolio strategy from origination through distribution.
As Portfolio Analytics Development Lead within the Portfolio Management team you will partner with Product Sales Risk and Portfolio Management to build analytics applications that support portfolio management across origination pricing limit setting renewals and distribution. You will work across the datascience lifecyclefrom data acquisition and feature engineering to model development and insight deliveryframing business problems testing hypotheses and translating analysis into embedded solutions and clear recommendations within a global team.
Job Responsibilities
- Build analytical tools and interfaces to measure exposure flows and market drivers; enhance performance attribution; systematically surface opportunities and portfolio actions
- Translate business needs into requirements and technical designs; define design and develop automated data solutions to create analysisready datasets and streamline reporting that produces actionable insights
- Rapidly prototype solutions lead structured testing with clear success criteria and drive initiatives from pilot to full rollout with appropriate approvals and controls
- Embed realtime insights and model outputs into sales and product workflows with Technology and Product partners via APIs and flexible decision tools
- Present recommendations to management and business partners with strong datavisualization practices; champion data quality validation lineage and documentation standards
- Build evaluation packages (offline benchmarks A/B or holdout tests) to demonstrate efficacy reliability and fairness; communicate results and go/nogo decisions; stay current on AI/ML and act as an internal SME
Required Qualifications Capabilities and Skills
- Advanced degree (MS or PhD) in a quantitative/STEM discipline or equivalent industry experience
- Commercial experience applying advanced analytics to highimpact use cases (e.g. semantic search information extraction question answering personalization classification recommendation forecasting)
- Proficiency in Alteryx SQL Python and BI tools to automate data solutions and flexible reporting
- Solid grounding in ML fundamentals and practical implementations (e.g. timeseries analysis clustering decision trees deep learning)
- Strong knowledge of NLP language modeling prompt engineering and domain adaptation for LLM applications
- Track record of taking solutions from prototype to production including structured testing with defined success criteria and changecontrolled implementation
- Ability to communicate to technical and nontechnical audiences
Preferred Qualifications Capabilities and Skills
- Experience in performance attribution or trading/decision analytics; frontoffice finance experience
- Familiarity with incorporating unstructured data into portfolio analytics and product development
- Knowledge of the alternative data landscape
- CFA designation or progress toward it
Required Experience:
Exec
View more
View less