Portfolio Analyst


Financial Services - Front Office


New York, New York

Employment Type



An SEC-registered asset management firm founded in 2005 with its head quarters in midtown Manhattan is seeking an analyst with strong quantitative skills to report up into the Portfolio/Fund Management group which is led by the Deputy CIO. This position will report directly into the senior analyst who himself has contributed greatly to the Fund’s growth. Their strategy focuses on structured credit & private equity investments and have ~$ 9.8Bil AUM deployed across their five core strategies which focus on High Yield, High Yield Loans, Public REITs, Private Equity & Commercial Real Estate. The team is critically focused on optimizing the various Funds & Investments working across the organization, providing insights into the Funds performances to deliver real-time transparency to the CIO & Senior Investment Professionals. 

Job Description:

Compensation : $125000 - $17500
Job ID : 13156


The primary responsibility include real-time monitoring & forecasting based on the portfolios’ positions, performance attributions, overnight liquidity and then identifying relative value opportunities. You would also help develop scalable portfolio tools to enhance investment decisions. This role requires a collaborative mind-set in a professional who is also capable of being mission focused on solo projects.



  • Overnight reporting on all of the Fund’s vehicles & strategies
  • Help prepare presentations & marketing materials for both internal & external stakeholders including senior management, internal committees & investors
  • Develop & maintain real-time tools for portfolio monitoring across risk, liquidity, performance metrics & forecasting


Job Requirements:


  • 3 – 5 years’ experience at Buy-Side institution preferably working in a Fund, Asset Manager in a portfolio management role
  • Bachelor’s degree from an accredited university preferably with a strong STEM quantitative background
  • CFA strongly preferred; FRM an added plus
  • Knowledgeable of Fixed Income Products importantly, structured credit, corporate debt, loans and hedging instruments
  • Understanding of portfolio construction & core investment concepts
  • Expertise in Excel/VBA and PowerPoint
  • Familiarity with data science languages ie, Python, SQL, R
  • Excellent communication skills—written & oral as
  • Highly organized and good problem-solving skills are keys to success


Disclosure:  The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.