Role Description
The Portfolio Analytics Associate sits within the Office of the CIO, providing quantitative and analytical support. This role is central to the development and evolution of GEM's portfolio construction and management capabilities, including portfolio analytics, forward return analysis, risk modeling, and quantitative research. The individual will bring quantitative rigor to how the firm thinks about risk, return, and portfolio design, surfacing insights that improve decision-making and serving as a go-to resource for the CIO and portfolio managers.
Key Duties & Responsibilities
Key responsibilities include, but are not limited to:
- Portfolio Construction
- Refine and maintain forward-looking capital market assumptions, including expected returns, volatilities, and correlation structures across asset classes and return factors
- Design and run optimization frameworks, scenario analyses, and stress tests to evaluate portfolio positioning under a range of market environments
- Conduct financial time series analysis to identify trends, regime shifts, and factor exposures relevant to portfolio decision-making
- Risk Analysis & Modeling
- Build and maintain risk analytics infrastructure, including factor decomposition, currency exposure, market exposure, liquidity, and more
- Produce quantitative analyses for CIO, Risk Committee, and client-specific requests, translating complex outputs into actionable insights
- Tool Development & Automation
- Design, build, and maintain quantitative tools and models to automate and improve the accuracy and efficiency of portfolio analytics workflows
- Leverage AI and large language models (e.g., Claude, ChatGPT) to accelerate research, automate repetitive analytical tasks, and explore new approaches to investment analysis
- Collaborate with the Data & Systems Integration team and Fund Operations to maintain data integrity across systems
- Thought Leadership & Knowledge Sharing
- Serve as an internal quantitative resource for the CIO and client portfolio managers, proactively surfacing insights, identifying analytical gaps, and recommending improvements to existing frameworks
- Monitor and synthesize industry research
Qualifications
Successful candidates will display traits inherent in GEM’s collegial and team-oriented culture, including enthusiasm, honesty, humility, integrity, and curiosity:
- Undergraduate degree in finance, mathematics, statistics, computer science, economics, or a related field with a track record of strong academic performance
- 2–5 years of experience in investment management, risk analysis, quantitative research, or a related analytical role
- Proficiency in SQL preferred; working knowledge of Python or similar programming languages for data analysis and workflow automation is a plus
- Advanced Excel skills (VBA, Solver) strongly preferred
- Comfort with and enthusiasm for using AI tools (e.g., Claude, ChatGPT) to enhance analytical workflows
- Experience with financial time series analysis, statistical modeling, or econometric methods
- Solid understanding of portfolio theory, factor-based investing, and institutional asset allocation concepts
- Familiarity with Bloomberg, performance attribution tools, and portfolio management systems preferred
- Intellectual curiosity, strong problem-solving orientation, and the ability to communicate quantitative concepts to non-technical audiences
Benefits
- Competitive, market-based compensation
- 401(k) retirement plan with employer contribution
- Comprehensive medical, dental, and vision health insurance
- Life insurance; short- and long-term disability insurance
- Flexible Spending Account / Health Savings Account
- Education assistance, including certifications, membership reimbursements, and more
- Wellness reimbursement program
- Paid time off
