Quantitative Portfolio Strategy 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 investment products for institutional clients in New York.

You will perform quantitative research, portfolio design, risk analysis, and client communications, gaining exposure to product research, evaluation, and explanation alongside portfolio strategy colleagues. This is ideal for an early-career professional aiming to grow across research and client-facing work.

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

Python basics

Technical writing

Presentation skills

Numerical methods

Education

Bachelor's degree in quantitative/finance/engineering

Job description

Referment is seeking a technically oriented strategist to join a portfolio strategy team that develops active equity and multi-asset investment products for institutional clients in New York.

You will perform quantitative research, portfolio design, risk analysis, and client communications, gaining exposure to product research, evaluation, and explanation alongside portfolio strategy colleagues. This is ideal for an early-career professional aiming to grow across research and client-facing work.