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Innovating Wealth Technology
Portfolio Operations Analyst
Location
United States
Posted
85 days ago
Salary
$90K - $95K / year
Seniority
Senior
Job Description
Portfolio Operations Analyst
Vestmark
• 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
Job Requirements
- 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
Benefits
- company-paid medical premiums of 90%
- equity-based grants for all new hires
- competitive time-off program
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