Position
MIO’s Portfolio Analytics Group seeks a Senior Portfolio Analyst to own investment and risk management-related firm-level analytics. The PAG team is responsible for developing and maintaining our analytics platform underlying our manager selection activities (i.e., it is central to our alpha engine). This includes conceptual/framework ownership, data management, systems development, and putting in place robust processes and support for our Portfolio Managers. As a Senior Analyst, the successful candidate will be able to get up to speed quickly and to take a proactive role in shaping and managing priorities, deadlines, and structuring analysis, reliably delivering quality output, setting ambitious yet realistic and meeting deadlines.
Primary responsibilities
The new hire will be primarily responsible for three broad areas:
1. Core routine analytics.
- Own and enhance existing manager selection, market risk, attribution and reporting analyses, and related processes
- Ensure consistency and accuracy of system outputs and reports published by the PAG team
- Thought partner and design solutions with Quant Dev team to implement enhancements in our calculations and reports to reflect framework refinements, portfolio changes, or additional reporting requirements
- Expect to work on multiple projects simultaneously; these projects may include ad-hoc analyses, data visualization, and calculating metrics concerning current portfolio and risk issues
- Create documentation of calculation frameworks, output data, and report generation
- Provide recommendations to the team to improve calculations, methodologies, and systems and automate processes
- Mentor analysts on the team and take on some less complex managerial responsibilities (e.g., owning and executing a small project)
2. Projects for improvements and updates to analytics: Own and execute projects for improvements to the analytics frameworks outlined above (collaborating with Investments/Risk/PAG/IT teams)
3. Ad-hoc research and analyses: Be a thought partner and provide analytical support to CIO/CRO/PMs in ad-hoc custom research analyses (either executing independently or working with analysts); recommend solutions, keep stakeholders informed upon execution, and utilize analyst assistance when it makes sense.
This role requires an extreme ownership mentality (including building a deep conceptual understanding and meticulous execution) of the routine analytics produced by the team and ensuring high-quality control of outputs delivered. In addition to routine analytics, we anticipate increasing project work to improve existing analytics and create new analytics. The candidate must rapidly grasp new concepts since the team is expected to work on various analytics. The role also requires intellectual curiosity and a mindset for problem-solving to consider continuous improvements to routine tasks and to execute projects that will require collaboration with many stakeholders.
Profile of the successful candidate
The ideal candidate will possess the following capabilities:
- Innate Curiosity and Meticulousness: We seek a candidate whose natural curiosity drives them to understand the intricacies of systems at a fundamental level. This individual does not merely complete tasks but delves into the mechanics of processes. Our complex risk and exposure reporting framework, built on diverse data sources, assumptions, and mathematical calculations, requires this depth of curiosity and attention to detail to preemptively identify and address potential inaccuracies.
- Exceptional Communication and Relationship-Building Skills: The ideal candidate must possess strong communication skills and the ability to foster relationships, catering to the needs of demanding stakeholders across Investments, Risk, Finance, and IT. This role requires proactive engagement and continuous dialogue with stakeholders to ensure their concerns are acknowledged and addressed.
- Analytical Problem-Solving Expertise: We value candidates with a proven analytical and conceptual problem-solving track record, essential for navigating our risk framework. The ability to embark on research-driven mini-projects, define clear objectives, break down issues systematically, and determine the most effective analyses to resolve these challenges is crucial.
- Project Management Proficiency: The role involves managing numerous mini-projects, requiring an inherently organized candidate adept at project management. The successful candidate will set realistic yet ambitious milestones to ensure timely project progression.
- Foundational Investment Theory Knowledge: A deep understanding of investment theory is essential, particularly relevant to a macro-oriented asset management context. Candidates should have substantial experience and knowledge in calculating and managing "beta" and "alpha."
- Ownership and outcome-oriented mindset: The successful candidate will have a strong ownership mindset around their outputs and the calculation frameworks and systems producing them.
Desired background
- 5-8 years of relevant experience in portfolio construction, manager selection, or portfolio analytics at a first-class investment firm.
- Graduate degree in financial engineering, computational finance, economics, statistics, computer science, finance, mathematics, or related quantitative field.
- Strong conceptual understanding of Finance/Risk concepts; ability to absorb new concepts quickly.
- Strong analytical and quantitative skills (comfort in sophisticated economic analyses).
- Strong communication skills.
- Strong knowledge of Excel/VBA, Tableau, Python.
- Participation in CFA / FRM program is a plus.
Certain US states require MIO Partners, Inc. to include a reasonable estimate of the salary range for this role. A reasonable estimate of the range for new joiners for this role in the United States is $150,000-$150,000.
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