Senior Investment Portfolio Analyst Jobs

Assist with portfolio management, construction, optimization, and analysis.

Provide recommendations and improvements for the portfolio through a quantitative lens.

Lead internal and external discussions with team members & investors regarding portfolio performance and initiatives.

Find patterns in data and make predictions about future market movements

Designing, researching, and managing sophisticated investment strategies through the creation of advanced quantitative models

Bachelor's degree from a top university with a strong GPA

Actual salary offered may vary depending on geography, experience, education, internal pay alignment, or other bona fide factors

Lead as the finance single point of contact for the investment business case, centralizing accounting, tax, treasury, and corporate finance requirements

Knowledge of Tax Equity structures and IRS requirements

Manage multiple parties including banks, consultants, lawyers as well as internal stakeholders to bring transactions to successful close

Bachelor’s degree in Finance, Business, Economics, Accounting, or Engineering

Masters, MBA, CFA, CPA, and/or equivalent certifications are an advantage

Experience building new functions and setting up new processes. Experience with ICD, Clearwater, treasury management systems a plus

Develop and implement a global investment management strategy to enhance overall portfolio returns while maintaining adequate liquidity

Implement system solutions to enhance in-house trading capabilities and reporting automation

Manage money market fund portfolio and other in-house investments solutions

Select, partner with, and oversee external investment managers on separately managed accounts

5-7 years of experience in corporate treasury functions managing cash & investment portfolio

Well-developed quantitative, analytical, and financial skills with an interest in portfolio management and trading.

Develop and maintain spreadsheets and quantitative analyses for a variety of financial applications, including financial statements, management reporting, budgets, and forecasts.

Prepare reports and presentations for internal committees, management decision-making and for regulatory agencies.

Participate in the design and implementation of management reporting systems, internal controls, and accounting policies.

Work with Derivative Analytics and Accounting teams to develop and analyze FAS133 derivative hedging capabilities and reporting, and monitor hedge effectiveness.

Bachelors degree in Finance, Economics, Statistics, Accounting, or similar areas of study