Portfolio Optimization Strategist

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

Job summary

A leading investment solutions firm is seeking an Investment Optimization Specialist based in New York, NY. The role involves analyzing portfolio allocations and developing models to optimize capital deployment. Applicants should hold a Bachelor's degree in a relevant field, with strong skills in investment strategies and quantitative analysis. Familiarity with tools like Excel and programming languages such as Python or R is a plus. The position offers an estimated compensation of $140,000 – $185,000 annually and emphasizes collaboration with investment teams.

Qualifications

• Strong understanding of investment optimization principles.
• Experience with quantitative analysis and financial modeling preferred.
• Ability to work in a high-stakes environment.

Responsibilities

• Analyze portfolio allocations for optimization opportunities.
• Develop models and dashboards for tracking performance.
• Conduct scenario analysis and risk modeling.

Skills

Investment strategies

Portfolio management

Quantitative analysis

Financial modeling

Attention to detail

Education

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

Tools

Excel

Python

R

SQL

Job description

A leading investment solutions firm is seeking an Investment Optimization Specialist based in New York, NY. The role involves analyzing portfolio allocations and developing models to optimize capital deployment. Applicants should hold a Bachelor's degree in a relevant field, with strong skills in investment strategies and quantitative analysis. Familiarity with tools like Excel and programming languages such as Python or R is a plus. The position offers an estimated compensation of $140,000 – $185,000 annually and emphasizes collaboration with investment teams.