We are seeking a Portfolio Analytics Manager to lead and advance our portfolio analysis efforts. This strategic leader will oversee a specialized team focused on delivering high-impact insights, risk analysis, and performance measurement to drive investment decisions and enhance our portfolio strategies.
Responsibilities
Direct the portfolio analytics function, ensuring the effective design, deployment, and optimization of quantitative models and analytics tools. Lead comprehensive portfolio performance analysis, attribution reviews, and risk evaluation for all asset classes. Work closely with portfolio managers and executive leadership to empower investment decisions through advanced data analysis and scenario planning. Build and manage dashboards and analytic platforms, delivering timely, actionable insights to stakeholders. Uphold high standards of data quality and consistency, collaborating with technology and data management teams. Communicate complex analytical outcomes in an understandable and actionable way for both technical and non-technical audiences. Monitor industry trends, best practices, and regulatory guidelines to ensure the analytics function remains innovative and compliant. Recruit, mentor, and develop analytics professionals, nurturing a culture of creativity, growth, and excellence. Report findings and recommendations to executive committees, clients, and external partners as required. Requirements
Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Statistics At least 10 years’ experience in portfolio analytics, investment management, or a quantitative role, including 3+ years as a manager. Deep expertise in portfolio construction, performance attribution, risk modeling, and investment analytics. Strong financial modeling skills Knowledge of financial statements and reporting standards preferred. Strong Microsoft Excel and PowerPoint skills.
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Direct the portfolio analytics function, ensuring the effective design, deployment, and optimization of quantitative models and analytics tools. Lead comprehensive portfolio performance analysis, attribution reviews, and risk evaluation for all asset classes. Work closely with portfolio managers and executive leadership to empower investment decisions through advanced data analysis and scenario planning. Build and manage dashboards and analytic platforms, delivering timely, actionable insights to stakeholders. Uphold high standards of data quality and consistency, collaborating with technology and data management teams. Communicate complex analytical outcomes in an understandable and actionable way for both technical and non-technical audiences. Monitor industry trends, best practices, and regulatory guidelines to ensure the analytics function remains innovative and compliant. Recruit, mentor, and develop analytics professionals, nurturing a culture of creativity, growth, and excellence. Report findings and recommendations to executive committees, clients, and external partners as required. Requirements
Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Statistics At least 10 years’ experience in portfolio analytics, investment management, or a quantitative role, including 3+ years as a manager. Deep expertise in portfolio construction, performance attribution, risk modeling, and investment analytics. Strong financial modeling skills Knowledge of financial statements and reporting standards preferred. Strong Microsoft Excel and PowerPoint skills.
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