Senior Portfolio Strategy Analyst

Investure; Charlottesville (VA); On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

Group health insurance

Employer 401k contribution

Bonus potential

Job summary

Investure, based in Charlottesville, VA, seeks a skilled Investment Team professional to support Portfolio Management and asset allocation. You will contribute to risk/return analysis, modeling, and research, and help with budgeting, monitoring, and tooling.

This is a full-time role with opportunities for merit bonuses and 401(k) contributions. The ideal candidate has a strong quantitative background, experience in investments, and a meticulous attention to detail, with the ability to work

Qualifications

• 2–4 years of investment or adjacent experience.
• Bachelor's degree in finance, math, or other quantitative field.
• Genuine interest in financial markets and institutional investing.
• Exceptional attention to detail and strong quantitative aptitude.

Responsibilities

• Own recurring workflows crucial to the Portfolio Management Team, keeping reporting and portfolio data accurate and consistent.
• Monitor and communicate portfolio risk measures: exposures, illiquidity budgeting, concentration, and resilience; surface rebalancing opportunities.
• Support market and asset-allocation research and translate findings into actionable decisions.
• Help connect manager-level decisions to portfolio-level implications.
• Assist with performance attribution and return decomposition to inform sizing and rebalancing.
• Help build and improve tools, dashboards, and processes using Excel, SQL, Python, Bloomberg, MSCI, Capital IQ, FRED, and other tools.

Job description

Investure, based in Charlottesville, VA, seeks a skilled Investment Team professional to support Portfolio Management and asset allocation. You will contribute to risk/return analysis, modeling, and research, and help with budgeting, monitoring, and tooling.

This is a full-time role with opportunities for merit bonuses and 401(k) contributions. The ideal candidate has a strong quantitative background, experience in investments, and a meticulous attention to detail, with the ability to work