Vice President Investment Technology & Portfolio Solutions

10xTalents; Newark (NJ); On-site; USD 190,000 - 230,000; Full time

Job summary

A leading asset management firm is seeking a Vice President for Investment Technology & Portfolio Solutions in Newark, NJ. The ideal candidate will have over 10 years of experience in institutional fixed income and a strong background in investment technology or front-office roles. Responsibilities include enhancing investment processes, designing next-generation tools, and collaborating with diverse teams. Advanced certifications such as CFA or FRM are preferred. This position offers opportunities to innovate using AI and automation.

Qualifications

• 10+ years of experience within institutional fixed income, preferably in asset management.
• Proven ability to lead investment technology or front-office functions.
• Strong understanding of portfolio construction methodologies.
• Ability to map workflows and define technical requirements across business/tech teams.
• Excellent verbal and written communication skills.

Responsibilities

• Partner closely with portfolio managers and analysts to enhance investment processes.
• Lead design of tools supporting investment decision-making.
• Document functional workflows and collaborate with stakeholders.
• Coordinate with software teams to translate designs into scalable solutions.
• Champion automation and AI/ML to modernize portfolio workflows.

Skills

Extensive experience in fixed income

Investment technology leadership

Strong grasp of fixed income markets

Workflow analysis

Excellent communication skills

Education

Advanced certifications such as CFA or FRM

FRM designation

Tools

SQL

Python

Power BI

Aladdin

Bloomberg

UI/UX design

Job description

Vice President Investment Technology & Portfolio Solutions

We are partnering with a leading asset management firm to identify a seasoned professional to join their investment technology team as Vice President, Portfolio Solutions. This role is ideal for someone with extensive experience across fixed income asset classes and a background in either front‑office technology or direct investment roles such as trading or portfolio strategy.

Key Responsibilities:

• Partner closely with portfolio managers, analysts, risk, and quantitative teams to assess and map existing investment processes, tools, and areas for enhancement.
• Lead the design of next‑generation tools to support investment decision‑making, with a focus on alpha generation, risk insights, and productivity optimization.
• Define and document functional workflows, requirements, and solution architecture in collaboration with stakeholders.
• Coordinate with software development teams to translate product designs into scalable solutions.
• Champion the adoption of automation and emerging technologies including AI/ML to modernize portfolio workflows.

Candidate Profile:

• 10+ years of experience within institutional fixed income, preferably in asset management or an investment advisory environment.
• Background in either investment technology leadership or a front‑office function such as trading or portfolio analytics.
• Strong grasp of fixed income markets, instruments, and portfolio construction methodologies.
• Skilled in analyzing workflows and defining technical requirements; comfortable working across business and technical teams.
• Excellent verbal and written communication skills with a proven ability to convey complex ideas clearly.

Preferred Qualifications:

Advanced certifications such as CFA or FRM are highly desirable.

Familiarity with platforms such as Aladdin or Bloomberg is a strong plus.

Experience with SQL, Python, data visualization tools (e.g., Power BI), or UI/UX design is advantageous.