Senior Vice President, Investments and Analytics

Job Duties:

This position plays a central role in the firm’s investment strategy and client advisory services. The SVP of Investments and Analytics leads portfolio strategy development and execution across public and private asset classes. Responsibilities include:

Specific Responsibilities: 

· Managing multi-asset portfolios including a $934M+ GARP strategy and fixed income mandates.

· Delivering economic outlook presentations that shape the investment approach for $30B+ AUM.

· Conducting advanced macro-economic and sector research to identify investment opportunities and risks.

· Creating quantitative models (e.g., regression-based analytics, Brinson attribution, Black Litterman) to enhance portfolio construction and asset allocation.

· Training and mentoring analysts and junior portfolio managers to support scalable client service.

· Partnering with advisors to translate complex strategy into client-friendly insights and materials.

Educational and Experience Requirements

Bachelor’s degree in business, finance or related, Chartered Financial Analyst Certification, and 2 years as a financial analyst.

Experience or skills must include:

· Multi-factor regression modeling for fund and asset analysis.

· Conditional Value-at-Risk (CVaR) for risk assessment.

· Excel strategy modeling for options and portfolio returns.

· Sector rotation analysis based on macroeconomic indicators.

· Portfolio construction integrating GARP and factor-based frameworks.

· Interfacing with Eikon, FactSet, and Addepar for investment reporting.