Lead Analyst, Portfolio Construction

A company is looking for a Lead Analyst, Investment Solutions, Portfolio Constructions. Key Responsibilities Collaborates with lead analysts and relationship managers to understand client needs and strategic vision Performs analyses to support guidance on targeted portfolio construction and investment solutions Conducts research and market reviews to inform the development of tools and methodologies Required Qualifications Bachelor's degree or equivalent combination of education and relevant experience AND 5+ years of relevant work experience Passion for financial markets and familiarity with Modern Portfolio Theory concepts Preference for an investment generalist comfortable with all asset classes Experience with Morningstar Direct and demonstrated ability with Excel, preferably in building financial models Knowledge of coding languages such as Python and/or R is a plus

Apr 16, 2025 - 22:01

A company is looking for a Lead Analyst, Investment Solutions, Portfolio Constructions. Key Responsibilities Collaborates with lead analysts and relationship managers to understand client needs and strategic vision Performs analyses to support guidance on targeted portfolio construction and investment solutions Conducts research and market reviews to inform the development of tools and methodologies Required Qualifications Bachelor's degree or equivalent combination of education and relevant experience AND 5+ years of relevant work experience Passion for financial markets and familiarity with Modern Portfolio Theory concepts Preference for an investment generalist comfortable with all asset classes Experience with Morningstar Direct and demonstrated ability with Excel, preferably in building financial models Knowledge of coding languages such as Python and/or R is a plus