Strategic Portfolio Optimizer

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

Job summary

A leading financial services firm is seeking a Portfolio Enhancement Specialist in New York, NY, to analyze portfolio performance and identify opportunities for optimization. This role focuses on working closely with investment teams to develop actionable strategies that maximize returns. Ideal candidates have a bachelor's degree in a related field and possess strong analytical and communication skills. The position offers a competitive salary package and opportunities for professional growth.

Qualifications

• Strong understanding of portfolio management, asset allocation, and investment strategy.
• Experience with financial modeling, investment analysis, or portfolio optimization is preferred.
• Interest in strategic portfolio management and performance improvement.

Responsibilities

• Analyze portfolio performance and identify areas for enhancement and value creation.
• Develop and maintain dashboards, models, and reports.
• Conduct scenario analyses, stress testing, and financial modeling.

Skills

Analytical skills

Attention to detail

Collaboration

Communication skills

Education

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

Tools

Excel

Python

R

SQL

Job description

A leading financial services firm is seeking a Portfolio Enhancement Specialist in New York, NY, to analyze portfolio performance and identify opportunities for optimization. This role focuses on working closely with investment teams to develop actionable strategies that maximize returns. Ideal candidates have a bachelor's degree in a related field and possess strong analytical and communication skills. The position offers a competitive salary package and opportunities for professional growth.