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Portfolio Management Analyst

2 months ago


La Jolla, California, United States StepStone Group Full time
Job Title: Portfolio Management Analyst

We are seeking a highly skilled Portfolio Management Analyst to join our team at StepStone Group. As a Portfolio Management Analyst, you will play a critical role in dynamically evaluating investments for risk, return, liquidity, and allocation targets for multi-asset class portfolios.

Key Responsibilities:
  • Building and managing complex Excel models using VBA for portfolio management functions.
  • Understanding and exploring concepts of risk, return, and liquidity to better manage portfolios.
  • Model building and analysis using built-in functions and models developed from scratch in Python/R.
  • Data retrieval and wrangling using MySQL and Python/R. Knowledge of PowerBI a plus.
  • Communicating the output of models internally, including assumptions and limitations.
  • Discussing internally the merits of the models and analyses.
  • Independent and efficient working style: ability to develop big picture ideas and translate them into code and actionable model output.
  • Creating presentations for internal and external stakeholders articulating portfolio plans and investment decisions.
Requirements:
  • Bachelor's, Master's degree or Ph.D. in Mathematics, Statistics, Biostatistics, Econometrics, or a related field.
  • Excellent written communication and presentation skills.
  • Experience in a financial environment. Knowledge of private markets a plus.
What We Offer:
  • Competitive compensation package including salary and incentive compensation for all full-time hires.
  • Comprehensive benefits package.
  • Opportunity to work with a global team of professionals who are passionate about anticipating changes, solving problems, and working together to make it all happen.