Quantitative Portfolio Strategist (Associate)

Referment; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Referment is seeking a technically oriented strategist to join a portfolio strategy team that develops active equity and multi-asset products for institutional clients. You will combine quantitative research, portfolio design, risk analysis, and client communication in a role that exposes you to product research, enhancement, evaluation, and explanation.

You will work with portfolio strategy and investment colleagues to produce rigorous analyses and communicate complex results to both

Qualifications

• Bachelor's degree in a quantitative, scientific, engineering, finance, or economics discipline.
• Basic Python or similar programming skills and interest in clean, testable code.
• A systematic approach to numerical problems and interest in financial markets.
• Strong technical writing and presentation skills.
• Knowledge of numerical and statistical methods is advantageous.

Responsibilities

• Contribute quantitative analysis and portfolio design to investment-product development and customisation.
• Research and help implement strategy enhancements focused on portfolio construction, risk modelling, and robustness.
• Analyse portfolios and risk to identify structural weaknesses, concentrations, and opportunities.
• Produce rigorous technical work and explain findings to quantitative and non-quantitative stakeholders.
• Support investor discussions, prepare materials, and answer technical questions on portfolio construction, risk, and performance.

Skills

Quantitative analysis

Portfolio design

Risk modelling

Technical writing

Presentation skills

Statistical methods

Education

Bachelor's degree in a quantitative/finance/economics field

Tools

Python

Job description

Referment is seeking a technically oriented strategist to join a portfolio strategy team that develops active equity and multi-asset products for institutional clients. You will combine quantitative research, portfolio design, risk analysis, and client communication in a role that exposes you to product research, enhancement, evaluation, and explanation.

You will work with portfolio strategy and investment colleagues to produce rigorous analyses and communicate complex results to both