Front Office Investment Tools Analyst

JSR Tech Consulting; Newark (NJ); Hybrid; USD 120,000 - 150,000; Full time

Job summary

A major consulting firm in Newark, NJ is seeking an experienced professional for a long-term contract in investment technology services. The candidate will work closely with investment teams to design tools for portfolio management and improve workflows. 7+ years in portfolio management and expertise in tools such as Python and SQL are essential, along with strong analytical and communication skills. This role requires onsite work 2–3 days a week.

Qualifications

• 7+ years of experience delivering portfolio management and/or quantitative tools in fixed income.
• Strong understanding of the investment process: portfolio construction, allocation, risk management.
• Excellent analytical skills and ability to analyze current tools and workflows.
• Excellent communication skills across verbal and written forms.

Responsibilities

• Engage with investment teams to understand current tooling and challenges.
• Collaborate to design and deliver investment tools.
• Prototype portfolio management tools using Power BI, Python, and SQL.
• Drive automation solutions using generative AI.

Skills

Portfolio management

Quantitative analysis

Communication skills

Attention to detail

Technical aptitude in Python

Technical aptitude in SQL

Technical aptitude in Power BI

Education

Bachelor's degree in Finance, Economics, Mathematics, Statistics, or Computer Science

Tools

Power BI

Python

SQL

Job description

Long term contract with a major financial firm in Newark, NJ. 2 -3 days per week onsite are required.

We are seeking a highly motivated and experienced candidate to join our client's dynamic investment technology services team. The ideal candidate will possess a deep understanding of Fixed Income asset management across all asset classes and have a strong background in portfolio management and trading technology. Additionally, the candidate should be able to drive the execution of product development, analyze and document investment workflows effectively, and stay updated on industry tools.

Key Responsibilities

• Engage with the investment teams, portfolio managers, portfolio analysts, risk, and quantitative research to understand current investment tooling, data and challenges. This includes documenting workflows and processes.
• Collaborate across multiple teams and work closely with portfolio managers, quantitative research and engineers to design and deliver investments tools.

• Prototype portfolio management tools using Power BI, Python, and SQL.

• Drive investment solutions to enhance productivity through automation and leveraging generative AI to drive efficiencies.

• Coordinate with the development team to execute on product development.
• Provide day-to-day support for portfolio management team in their use of internal tools and platforms.

Required Qualifications

• 7+ years of experience delivering portfolio management and/or quantitative tools in the fixed income asset management industry.
• Strong understanding of the investment process – portfolio construction, portfolio allocation, risk management
• Excellent analytical skills with the ability to deep-dive into current tools and workflows.
• Excellent communication skills across verbal, written emails and PowerPoints (e.g. visualizations, diagrams, etc).
• Exceptional attention to detail and organizational skills to document requirements.
• Strong technical aptitude in Python, SQL, Power BI.
• Ability to work collaboratively with the investment team, other stakeholders, and technology teams to design and implement effective solutions.

Preferred Qualifications

• Bachelor's degree with concentration(s) in Finance, Economics, Mathematics, Statistics, or Computer Science
• CFA, FRM or relevant designation
• Industry experience in Aladdin and Bloomberg.
• Experience in trading or portfolio specialist role.
• Hands on experience in coding – SQL, Python, Power BI, UX Design