Associate, Investor Analytics (Investor Research/Analytics & Portfolio Analytics) Investment Management recruitment
Several new headcount still available!
These are not entry level positions and do require a minimum of 6 months (for a super star) to a maximum of 5 years "total" full-time work experience given the level of these positions.
NOTE: SAT or ACT Math scores (OR) GMAT/GRE Quant scores are required for this position. Please ensure you list these on your resume or entry questionnaire. All applications without this information will be considered incomplete.
Strong quant and analytical skills are sought for three challenging positions:
1) Investor Research/Consultancy team: this mid-level position will be on the investor Research/consultancy team that is responsible for researching and answering complex investor questions that pertain to risk, market movements, market performance, portfolio construction, etc. This team is heavily relied on by numerous investment and client facing personnel. Position requires well honed quantitative and analytical skills as well as a client service bend. Candidates with 1 - 5 years total max work experience w/background from quantitatively focused college programs quant focused employment history sought for this challenging learning opportunity. (Investment consulting, portfolio or investment analysts, structuring, capital markets, P/E, etc.)
2) Portfolio Analytics: These positions will create custom analytics for institutional investors as well as research and answer institutional investor questions about portfolio performance and allocation. These positions play a tremendously large role in ensuring transparency and communicating understanding about how each portfolio performed and why it performed the way that it did, i.e. - communicating a full understanding of what happened in the markets. These positions are also heavily relied upon by company executives to communicate overall portfolio performance across all asset classes, strategies, global markets. Candidates for this position must have a knack for communicating complex terminology in simplistic terms to ensure understanding, strong quant focused background, and an keen desire to analyze large data sets to convey understanding. (1 - 5 years max total work experience)
We are looking for collaborative, creative, goal oriented individuals that easily see the big picture, but can also put all the pieces together and execute. Seeking those that are looking for an exceptionally quantitative and analytical growth and learning opportunity.
Extensive global markets, financial instrument (nearly all), portfolio structure, and risk management training is provided for these positions.
QUALIFICATIONS
- **Sorry, we are unable to provide sponsorship or a visa transfer for these positions now or in the future.
- Degree from a top tier 1 university. Highly competitive cumulative GPA required. SAT Math scores of 700 or above (OR) ACT Math score of 31 or above - required.
- Degrees from quantitative programs highly preferred: mathematics, engineering, financial engineering, financial mathematics, economics, statistics, operations research, hard sciences; however, background or coursework in finance is required.
- Candidates with consulting experience are encouraged to apply.
- 1 - 5 years "total" work experience in a quantitative and analytically rigorous position: investment management, (risk management, portfolio structuring or optimization, investment/quant/research analyst); investment banking (MA, due diligence, structured finance/structured products, securitization, etc.); or consulting; however, we may also consider candidates transitioning from other areas such as insurance, pharma, or Biotech that have some experience or coursework in finance. NOTE: Candidates with more than 5 years full-time work experience will not be considered at this time.
- Quick, logical decision maker with proven ability to solve complex problems (exceptional quantitative and analytical skills required).
- Intermediate to advanced Excel skills (logic statements, pivot tables) required. Experience with SQL and VBA or other programming language preferred but not required.
- Must work extremely well under pressure, and tight deadlines.
- Client service mentality required. Prior experience directly interfacing with clients highly preferred.
NOTE: Compensation will greatly vary depending on qualifications.
Key words: securitization, structuring, capital markets, investment management, fund analysis, portfolio performance, data analytics, performance measurement, investment banking, buy side, chief operations officer, programming, operations research, consulting, management consulting, strategy consulting, technology consulting, portfolio allocation, hedge fund, investment consulting, performance reporting, Mckenzie, Booz Allen, Oliver Wyman, accenture, deloitte, project management, portfolio management, client services, relationships management, transition management.