Portfolio Analyst Jobs

Our client, a Boston-based, quant driven systematic trading firm with more than 40 billion in managed assets, is seeking a Portfolio Analyst to join the funds equities team.

You will work with a team of Portfolio Managers and other Portfolio Analysts to implement investment strategies. This involves both validating the inputs to models as well as the output from the quantitative signals used to make buy/sell decisions. You will also monitor portfolio risk and country/sector exposures, analyze portfolio returns, and conduct analysis for client communications.

Responsibilities include, but are not limited to:

• Work with Portfolio Managers to validate the inputs and outputs of investment signals and assist with the day-to-day management of the portfolio
• Assist research and portfolio management teams with enhancing existing signals and creating new signals
• Design tools for evaluating portfolio implementation and performance
• Conduct analysis for client communication and presentations
• Work with large data sets and liaise with outside data vendors to identify data quality issues
• Analyze the output of portfolio construction process to ensure the integrity of our investment philosophy

In order to qualify:

• Recent Graduates encouraged to apply
• Previous coding experience in Python, Matlab or R necessary
• Minimum of undergraduate and/or graduate coursework in finance, mathematics, statistics, computer science, economics, or accounting
• Solid understanding of accounting and financial statement analysis
• Detail oriented, good verbal and written communication skills and a collaborative personality
• Strong programming and statistical analysis skills
• 0-5 years of quantitative analysis experience preferred