Support the portfolio management team on the day-to-day investment management operations including oversight of all quality assurance tasks
Conduct ad hoc operational research by writing code in SQL and Python
Collaborate and communicate with trading and operations teams to ensure trades are released and executed according to the portfolio managers’ guidelines
Partner with product management and engineering teams to articulate and draft portfolio managers’ technical requirements for rules-driven optimizations
Perform testing plan and execution of User Acceptance Testing across latest development releases, document results and bugs

2-5 years of investment management experience
Master’s degree in financial or quantitative discipline preferred
Proficiency in programming languages such as SQL, Python, advanced Excel
Knowledge of quantitative investing and portfolio management concepts including risk modeling, optimization (Northfield Open Optimizer), portfolio construction
Ability to communicate effectively both written and verbally
Ability to meet tight deadlines and work under pressure with high attention to detail
Team player working with highly collaborative and cross-functional teams in an extremely fast paced environment

Portfolio Operations Analyst

Key skills