Senior Associate, Portfolio Analysis & Risk


Financial Services


New York, New York

Employment Type



A leading Boutique Investment Firm founded in more than 30 years ago and thrives today as a leading Equity Research & Trading firm is seeking to hire an Equity Trading Associate on to a team of ~40 research analysts & traders. This top-performing Fund has built a dynamic and supportive culture that enables them to attract and retain top professionals on Wall St.   

Job Description:

Compensation : $115000 - $125000
Job ID : 14932


The ideal professional will have a thorough understanding of Equities and assimilate into the team working with PMs to understand what drives the individual strategies and return objectives. This hire will be trained specifically to understand the Fund’s unique and proven processes.



  • proficiency using & understanding portfolio risk & analysis tools including but not limited to FactSet, API, Bloomberg, APX as well as our client’s proprietary
  • Provide detailed portfolio analyses ie, performance contributions & attribution, exposures, characteristics & additional metrics including risk to aid in the developing RFPs & DDQs
  • Support Sales & Marketing in preparing materials for client meetings including running reports, compiling performance & portfolio data and results
  • Manage ad-hock projects & portfolio analytic and time-sensitive requests
  • Prepare quarterly portfolio & performance-based reports and upload into client/consultant database
  • Work with research & portfolio teams to optimize and improve research coverage and performance processes
  • Partner with P&RA team on various and sometimes ongoing internal projects & initiatives
  • Lead on research and analysis projects working with internal dBase & external sources
  • Partner with departments across the firm to forge a strong working relationships and maintain the highly collaborative working culture

Job Requirements:


  • Bachelor's degree preferably in Finance or STEM background
  • 5 to 8 years experience in portfolio & performance analytics and risk reporting within asset management supporting Equities
  • Advanced knowledge of MSO with an emphasis on Excel/VBA & PowerPoint
  • Excellent communication skills—written & oral
  • Attention to detail with ability to multitask while maintaining transparency & order
  • Experience with FactSet, Bloomberg, Morningstar Direct, eVestment desirable
  • Software languages and other applications: Some knowledge of statistical software packages and data visualization tools (Microsoft Power BI and Tableau) preferred


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.