Capital Optimization Strategist

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services firm in New York is seeking a Capital Optimization Specialist to support investment teams by analyzing capital deployment and maximizing efficiency across portfolios. The role involves quantitative analysis, monitoring liquidity, and collaboration with finance and risk management teams. Candidates should have a Bachelor’s degree in finance or a related field and strong analytical skills. Proficiency in Excel is essential, and familiarity with Python or SQL is a plus.

Qualifications

• Bachelor's degree in a related field is required.
• Strong understanding of capital allocation and portfolio management.
• Experience with quantitative analysis or investment operations is preferred.

Responsibilities

• Analyze capital allocation and identify opportunities to optimize efficiency.
• Develop and maintain analytical tools, dashboards, and models.
• Conduct scenario and stress testing to evaluate capital adequacy.

Skills

Capital allocation

Financial modeling

Quantitative analysis

Analytical skills

Problem-solving

Collaboration

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related field

Tools

Excel

Python

R

SQL

Job description

A financial services firm in New York is seeking a Capital Optimization Specialist to support investment teams by analyzing capital deployment and maximizing efficiency across portfolios. The role involves quantitative analysis, monitoring liquidity, and collaboration with finance and risk management teams. Candidates should have a Bachelor’s degree in finance or a related field and strong analytical skills. Proficiency in Excel is essential, and familiarity with Python or SQL is a plus.