Portfolio Value Architect | Data-Driven Investment Growth

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

Job summary

A financial consulting firm is seeking a Value Enhancement Specialist in New York, NY, to analyze portfolio performance and recommend enhancements. The ideal candidate will possess a Bachelor’s degree in a quantitative field and have strong analytical and communication skills. Responsibilities include developing models and collaborating with investment teams to drive value creation and improve performance. This position offers a full-time role with an estimated compensation of $140,000 – $185,000 annually.

Qualifications

• Bachelor's degree in a quantitative field required.
• Experience with financial modeling or investment analysis is a plus.
• Strong analytical skills with a focus on actionable insights.

Responsibilities

• Analyze portfolio and investment performance to identify value opportunities.
• Develop and maintain models to track investment efficiency.
• Conduct stress tests and financial modeling for strategic decisions.
• Recommend enhancements to portfolio allocation and operational practices.
• Collaborate with various teams to implement value-enhancing strategies.

Skills

Analytical skills

Communication skills

Collaboration

Attention to detail

Strategic thinking

Education

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

Tools

Excel

Python

R

SQL

Job description

A financial consulting firm is seeking a Value Enhancement Specialist in New York, NY, to analyze portfolio performance and recommend enhancements. The ideal candidate will possess a Bachelor’s degree in a quantitative field and have strong analytical and communication skills. Responsibilities include developing models and collaborating with investment teams to drive value creation and improve performance. This position offers a full-time role with an estimated compensation of $140,000 – $185,000 annually.