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Dallas area investment advisr seeks a Portfolio Analyst. The fund is a SEC registered investment advisor managing several hedge funds. They also have established a high performance private equity business. The fund manages over US $3 billion in net assets and serves prestigious investors worldwide.
The Portfolio Analyst will report directly to the president, and will be based at the Firm’s headquarters in Texas. The principal duties and functions of the role will include:
• Work closely with the president to improve existing and develop new risk models for multiple trading strategies • Understanding a diverse portfolio of both quantitative and qualitative strategies using a diverse set of financial instruments such as derivatives, bonds, equities, and currencies • Advise investment professionals on risk guidelines and parameters for trading strategies • Be a key participant in the process of allocating capital among various potential strategies and positions • Monitor risk levels for all aspects of the portfolio which includes equities, fixed income, currencies, commodities, and credit Skills, Experience, and Training • 2 + years in the investment industry, preferable in a portfolio or risk analyst role supporting complex investment products/strategies • Undergraduate degree in financial or quantitative discipline with superior academic record • English fluency required, both oral and written • Ability to interface effectively with investment professionals and clearly articulate complex concepts • Advanced skill with Excel, Bloomberg, Reuters, VBA, and C++ would be a plus • Familiarity with various financial instruments Personal Qualities • Strong work ethic • Ability to work well with teams • Strong customer service orientation toward trading team, yet ability to stand ground to defend and uphold risk parameters • Ability to work on multiple projects independently, yet stay close to manager on perspective and shared thinking • Willing to think outside the box and challenge conventional wisdom • Excellent references and reputation
Please forward your resume to Jesse Marrus, jmarrus@streetadvisorgroup.com or apply directly from this page
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