Quantitative Portfolio Strategist (Associate)

Referment; New York (NY); On-site; USD 95,000 - 150,000; Full time

Job summary

Referment is partnering with a global investment and technology firm to recruit a technically oriented strategist for a portfolio strategy team that develops active equity and multi-asset investment products for institutional clients.

You will combine quantitative research, portfolio design, risk analysis, and client communication, gaining exposure to how investment products are researched, enhanced, evaluated, and explained while working closely with portfolio strategy and investment colleagues

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.

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

Python

Quantitative analysis

Risk modelling

Data analysis

Education

Bachelor's degree (quantitative/finance/economics)

Tools

Pandas

NumPy

Job description

Referment is partnering with a global investment and technology firm to recruit a technically oriented strategist for a portfolio strategy team that develops active equity and multi-asset investment products for institutional clients.

You will combine quantitative research, portfolio design, risk analysis, and client communication, gaining exposure to how investment products are researched, enhanced, evaluated, and explained while working closely with portfolio strategy and investment colleagues