Portfolio Management Analyst

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* Support the CIO in the implementation and ongoing management of asset allocation methodology across client portfolios and model strategies.
* Monitor portfolio positioning, allocation targets, drift, and rebalance requirements.
* Assist in portfolio construction decisions through quantitative and analytical support.
* Ensure consistent execution of investment strategy across accounts.
* Develops and directs client-specific investment programs to achieve stated objectives.
* Participate in CIO discussions related to portfolio positioning, risk considerations, and strategy implementation.
* Prepare analysis that directly informs investment decisions and portfolio adjustments.
* Demonstrate independent thinking and sound judgment, with the ability to challenge assumptions thoughtfully and constructively.
* Designs and continuously adjusts investment strategies in close coordination with the client service team to align with evolving goals and opportunities.
* 3–6 years of experience in:  + Portfolio management support  + Investment analysis  + Asset management, wealth management, or family office environments
* Direct exposure to live portfolio management and execution.
* Strong understanding of asset allocation methodology and portfolio construction.
* Solid grounding in macroeconomics and quantitative methods.
* Working knowledge of equity markets, factors, and risk dynamics.
* Exceptional attention to detail and comfort operating in a high-accountability environment.
* CFA designation or meaningful progress toward CFA strongly preferred.
* Experience with portfolio management and reporting systems (e.g., Tamarac or similar platforms) is a plus.
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