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Portfolio Specialist

bw.
New York, NY Full Time
POSTED ON 3/23/2025
AVAILABLE BEFORE 4/22/2025

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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