Senior Associate II, Investments

Job Summary

Supporting the Investments Team, the full-time Senior Associate II, Investments will manage portfolio analytics, forecasting, and investment decision support while developing models for asset allocation and performance measurement, with opportunities for remote work available for East Coast candidates.

Key responsibilities

• Develop and maintain portfolio optimization inputs, including capital market assumptions and tactical positioning analysis
• Build and maintain investment budget projections and long-term outlooks, integrating various financial data and assumptions
• Enhance and maintain the M&A pricing model, ensuring accuracy and adaptability to evolving market conditions

Required qualifications

• 6+ years of experience in investment forecasting, portfolio analytics, or a quantitative investment role
• Strong understanding of investment management, capital markets, and portfolio construction
• Proficient in programming tools such as Python, SQL, or VBA for automating investment analytics
• Undergraduate degree in finance, economics, statistics, mathematics, or a related quantitative discipline
• Experience building and maintaining asset-level forecasting models