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The Model Portfolio team within Multi-Asset Strategies & Solutions (MASS) is seeking a highly analytical Associate to support the ongoing management and continuous evolution of our model portfolio management platform. This position is designed as a hybrid role split between technology and portfolio management responsibilities. As an Associate, you will work at the intersection of portfolio management, financial analytics, and technology. The role involves supporting daily portfolio operations while owning scalable analytics across performance, attribution, and risk, with a strong emphasis on AI-enabled analytical workflows.
Job Responsibility:
Support the ongoing management of model portfolios, including monitoring portfolio positioning, facilitating rebalances, and evaluating implementation outcomes
Collaborate closely with Portfolio Managers to execute portfolio changes resulting from asset allocation updates and model enhancements
Utilize internal risk and compliance tools to ensure portfolios remain aligned with established investment objectives
Own performance analysis across model portfolios, with a focus on benchmark-relative returns and implementation effects
Design, maintain, and enhance multi-asset attribution and risk analytics to support robust portfolio evaluation
Translate complex analytical outputs into clear, actionable investment insights to support decision-making
Develop Python-based tools and automated workflows to support scalable portfolio analytics
Leverage internal data platforms, including Aladdin and SQL-based sources, to improve the efficiency and effectiveness of analytics
Explore and apply AI and machine learning techniques, including prompt engineering, to advance scalable analytics and generate new investment insights
Requirements:
Bachelor’s degree in a quantitative or finance-related field
Strong understanding of portfolio management, performance evaluation, attribution, and risk
Proficiency in Python and experience working with structured datasets, including SQL
Nice to have:
Experience with model portfolios or multi-asset strategies
Familiarity with Aladdin or factor risk models
Exposure to AI, machine learning, or AI-assisted analytics workflows
Progress toward a CFA or similar professional designation