What are the responsibilities and job description for the Portfolio Optimization Specialist position at Arrow Search Partners?
About The Company
Our client is a global investment firm with over $75 billion in AUM that uses creative strategies to generate attractive returns for its clients through syndicated leveraged loans, high yield bonds, asset-based leasing, and private equity.
Responsibilities
$100,000-$175,000
Our client is a global investment firm with over $75 billion in AUM that uses creative strategies to generate attractive returns for its clients through syndicated leveraged loans, high yield bonds, asset-based leasing, and private equity.
Responsibilities
- Run, monitor, and confirm portfolio compliance testing on a daily basis
- Run hypothetical trading and portfolio optimization analysis using in-house as well as third party software and systems
- Interact daily with the portfolio management and operations team as well as key counterparties to execute day-to-day tasks as well as manage independent projects
- Assist in trade allocation process where needed
- Assist in running multiple hypothetical trades and their impact on compliance test levels as well as returns
- Respond to ad-hoc internal client requests for information or particular data on existing holdings
- Bachelor’s degree required
- 2-5 years of relevant work experience
- Previous experience with CLOs and/or rated financings
- Excellent quantitative analysis and financial modeling skills
- Experience with INTEX and Sky Road systems preferred
$100,000-$175,000
Salary : $100,000 - $175,000
