Portfolio Analytics Architect

GEM; Town of Charlotte (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) retirement plan with employer"

Comprehensive medical, dental, and视

Job summary

GEM seeks a Portfolio Analytics Associate within the Office of the CIO to provide quantitative support for portfolio construction, risk modeling, and research. You will surface insights to improve decision-making for the CIO and portfolio managers across asset classes, driving forward-looking analytics and automation.

The role emphasizes leveraging AI tools to accelerate research, maintaining data integrity across systems, and collaborating with Data & Systems Integration and Fund Operations to

Qualifications

• Undergraduate degree in finance, mathematics, statistics, computer science, or economics with a track record of strong academic performance.
• 2–5 years of experience in investment management, risk analysis, quantitative research, or a related analytical role.
• Proficiency in SQL preferred; working knowledge of Python or similar programming languages for data analysis and workflow automation is a plus.
• Advanced Excel skills (VBA, Solver) strongly preferred.
• Comfort with and enthusiasm for using AI tools (e.g., Claude, ChatGPT) to enhance analytical workflows.
• Experience with financial time series analysis, statistical modeling, or econometric methods.
• Solid understanding of portfolio theory, factor-based investing, and institutional asset allocation concepts.
• Familiarity with Bloomberg, performance attribution tools, and portfolio management systems preferred.

Responsibilities

• Portfolio Construction
• Refine and maintain forward-looking capital market assumptions, including expected returns, volatilities, and correlation structures across asset classes and return factors
• Design and run optimization frameworks, scenario analyses, and stress tests to evaluate portfolio positioning under a range of market environments
• Conduct financial time series analysis to identify trends, regime shifts, and factor exposures relevant to portfolio decision-making
• Risk Analysis & Modeling
• Build and maintain risk analytics infrastructure, including factor decomposition, currency exposure, market exposure, liquidity, and more
• Produce quantitative analyses for CIO, Risk Committee, and client-specific requests, translating complex outputs into actionable insights
• Tool Development & Automation
• Design, build, and maintain quantitative tools and models to automate and improve the accuracy and efficiency of portfolio analytics workflows
• Leverage AI and large language models (e.g., Claude, ChatGPT) to accelerate research, automate repetitive analytical tasks, and explore new approaches to investment analysis
• Collaborate with the Data & Systems Integration team and Fund Operations to maintain data integrity across systems
• Thought Leadership & Knowledge Sharing
• Serve as an internal quantitative resource for the CIO and client portfolio managers, proactively surfacing insights, identifying analytical gaps, and recommending improvements to existing frameworks
• Monitor and synthesize industry research

Skills

SQL

Python

Excel VBA

Statistical modeling

Education

Bachelor's degree in finance, mathematics, statistics, computer science, or economics

Tools

Bloomberg

Pandas

Job description

GEM seeks a Portfolio Analytics Associate within the Office of the CIO to provide quantitative support for portfolio construction, risk modeling, and research. You will surface insights to improve decision-making for the CIO and portfolio managers across asset classes, driving forward-looking analytics and automation.

The role emphasizes leveraging AI tools to accelerate research, maintaining data integrity across systems, and collaborating with Data & Systems Integration and Fund Operations to