What are the responsibilities and job description for the Portfolio Specialist position at BW Services?
Quantitative Portfolio Specialist
Position Overview :
New York, NY.
The Customized Managed Account Solutions team seeks a Quantitative Portfolio Specialist to optimize various Equity Separately Managed Accounts (SMAs) and multi-asset model portfolios for retail clients.
This role reports to the Head of Customized Account Solutions and is part of the fastest-growing platform in the Asset Management division.
Job Responsibilities :
Partner with portfolio management teams to create frameworks for optimizing retail distribution portfolios, maintaining similar risk and return profiles while accommodating lower minimums.
Collaborate with sales and intermediaries to adjust portfolios based on specific platform constraints.
Work with Portfolio Managers, implementation teams, and research teams to enhance the optimization logic for Tax Smart Active SMAs.
Support the Tax-Smart team in developing risk monitoring tools for actively managed tax-efficient strategies.
Design approaches for glide path model portfolios that regularly rebalance to different allocations as they mature, while retaining the strategy's tactical positioning.
Required Qualifications, Skills, and Attributes :
5-7 years of experience in the financial services sector.
Previous experience in building quantitative models within the investment management industry.
Intermediate proficiency in at least one programming language, such as C, C , Java, or Python.
Creative thinker with the ability to independently analyze data and communicate complex ideas effectively.
Strong analytical skills with a focus on leveraging intelligent automation tools
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