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A well-established Asset Manager is seeking to add to their Portfolio Solutions team.
Key responsibilities include: conducting in-depth analysis of advisors' current portfolios, creating proposed portfolio solutions, and supporting the firm's standard models.
Qualifications: 7+ years of experience preferred, with strong analytical skills including proficiency in Morningstar Direct, Bloomberg, Python, and R.
Knowledge areas: understanding of advanced investments, portfolios, and funds, including portfolio characteristics, style analysis, performance measurement, Modern Portfolio Theory (MPT), tactical portfolio management, and volatility targeting.
Expertise in: portfolio construction, research, and analysis of funds.
Competitive compensation package and comprehensive benefits.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance
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Inferred benefits
Medical insurance, vision insurance, 401(k).
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Location: Chicago, IL | Salary: $100,000 - $130,000 | Posted: 1 week ago
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