Senior Analyst, Monitoring Group, Portfolio Solutions Department

Introduction

We are seeking a highly skilled and motivated Senior Analyst to join a leading financial services firm’s Portfolio Solutions division. This role offers the opportunity to contribute to the monitoring and evaluation of investment portfolios, working closely with multiple teams across the organization in a dynamic and evolving environment.

About the Role

The Senior Analyst will be part of the Monitoring Group within the Portfolio Solutions division. This team is responsible for analyzing investment performance, supporting portfolio governance, and providing quantitative insights to ensure the effectiveness and integrity of the firm’s investment strategies. The position provides exposure to multi-asset portfolios and both domestic and international investment products.

Responsibilities

• Monitor portfolio performance and produce fundamental information for marketing and reporting purposes.
• Analyze asset allocation and performance of individual funds and investment strategies.
• Conduct quantitative screening of domestic and international investment products.
• Support and organize performance evaluation meetings, providing critical insights to relevant departments.
• Evaluate investment strategies quantitatively, monitor portfolio risk, and provide recommendations as part of the firm’s control and oversight functions.
• Assist related teams with portfolio analysis and governance tasks, ensuring adherence to quality standards and investment strategy guidelines.

Requirements

• Experience in quantitative investment, performance evaluation, or risk analysis within an asset management firm, trust bank, or insurance company. Multi-asset experience is a plus.
• Exposure to investment middle-office roles, such as client portfolio management, product specialist, or investment planning.
• Proficiency with portfolio analysis tools (e.g., Barra, FactSet) and strong understanding of multi-factor models.
• High IT literacy from a financial perspective.
• Undergraduate degree or higher; advanced degrees in finance, economics, or related fields preferred.
• Professional certifications such as CFA or securities analyst license are advantageous.
• English proficiency at an intermediate or higher level is a plus.

Why Apply

• Join a stable, well-established financial services organization with strong corporate backing and low staff turnover.
• Work in a collaborative environment with colleagues from across the group, providing exposure to diverse perspectives and expertise.
• Participate in a dynamic team leading portfolio monitoring and investment strategy evaluation across a wide range of products.
• Opportunity to engage in exciting projects and organizational initiatives as the firm evolves and expands its business.
• Develop your career in a role that blends quantitative analysis, portfolio governance, and strategic insight, ideal for professionals seeking growth in investment management.