Strategic Portfolio Architect

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

Job summary

A financial services firm in New York is seeking a Portfolio Strategy Manager to work closely with portfolio managers and investment teams. This role involves analyzing portfolio positioning, evaluating strategy performance, and supporting portfolio construction decisions. Candidates should possess a background in finance or a related field, strong analytical skills, and proficiency in tools like Excel. This position offers an opportunity to optimize investment strategies and collaborate in a fast-paced investment environment.

Qualifications

• Strong understanding of portfolio construction, asset allocation, and risk management principles.
• Experience or coursework in investment strategy, portfolio analysis, or quantitative research preferred.
• Ability to synthesize complex data into actionable insights.

Responsibilities

• Analyze portfolio composition, positioning, and exposures across asset classes.
• Support portfolio construction and rebalancing decisions using quantitative analysis.
• Monitor portfolio performance, attribution, and risk metrics.

Skills

Portfolio construction

Risk management

Analytical skills

Attention to detail

Communication skills

Education

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

Tools

Excel

Python

R

SQL

Job description

A financial services firm in New York is seeking a Portfolio Strategy Manager to work closely with portfolio managers and investment teams. This role involves analyzing portfolio positioning, evaluating strategy performance, and supporting portfolio construction decisions. Candidates should possess a background in finance or a related field, strong analytical skills, and proficiency in tools like Excel. This position offers an opportunity to optimize investment strategies and collaborate in a fast-paced investment environment.