Key Responsibilities

Portfolio & Strategy Oversight

• Serve as a senior analytics partner to Portfolio Managers and Quant Research, providing independent challenge and validation of portfolio positioning, risk, and performance relative to strategy objectives.
• Lead analysis of trade recommendations, exposures, constraints, and risk metrics (e.g., factor/sector/country/style) to confirm alignment with the investment thesis and systematic process.
• Conduct research and produce decision-driving findings around portfolio behavior and construction.
• Diagnose and reconcile performance and attribution anomalies; drive root-cause analyses and ensure issues are addressed through durable process, data, or model improvements.

Research Enablement, Simulation & Testing Leadership

• Own and evolve historical and forward-looking simulation practices (back-testing, scenario analysis, stress testing), setting standards for reproducibility, accuracy, and controls.
• Partner with researchers and developers to enhance investment algorithms, improve data quality/coverage, and accelerate research-to-production workflows.
• Define and prioritize platform enhancements for back-testing, simulation, and visualization capabilities; translate business needs into clear requirements and acceptance criteria.

Operational Excellence & Stakeholder Management

• Act as a senior point of escalation for trade operations and investment teams on issues impacting execution, data integrity, and portfolio construction; drive timely resolution and post-incident prevention.
• Establish and maintain operating rhythms across Product, PM, Research, and Technology to launch, refine, and monitor strategies and releases.
• Lead governance routines to ensure methodologies, changes, and exceptions are reviewed, documented, and compliant with applicable standards and internal controls.

Reporting, Communication & Documentation

• Produce executive-ready insights (dashboards, recurring reports, ad hoc deep dives) using tools such as Excel and Tableau to support investment decision-making and oversight.
• Create and maintain high-quality documentation for operational procedures, workflows, controls, and key decision logs to ensure clarity, consistency, auditability, and scalability.

Delivery & Workflow Management

• Manage and triage work intake using JIRA; assign, track, and report on work items across stakeholders, ensuring predictable delivery against timelines.
• Drive forward group projects as a leader, ensuring alignment, momentum, and accountability across contributors.
• Mentor junior analysts and contribute to team standards for analytical rigor, documentation quality, and stakeholder communication.