Buy-Side: Investment Strategy/Portfolio Analytics Associate

Job

WTECH Search

West New York, NJ (In Person)

Full-Time

Posted 1 week ago (Updated 10 hours ago) • Actively hiring

Expires 6/28/2026

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Job Description

Buy-Side:

Investment Strategy/Portfolio Analytics Associate at

WTECH Search Buy-Side:

Investment Strategy/Portfolio Analytics Associate at WTECH Search in West New York, New Jersey Posted in 5 days ago.

Type:

full-time

Job Description:

Job Title:

Investment Strategy/Portfolio Analytics Associate Location:

New York - Midtown Position Overview A prestigious quant investment manager is seeking an analytical and client-focused Investment Strategy Associate to join its growing team in New York. This individual will work closely with investment professionals and external, institutional clients and family offices to support portfolio customization, investment analysis, and strategic implementation across accounts. The ideal candidate is intellectually curious, detail-oriented, and comfortable operating in a dynamic, fast-paced investment environment. This role requires strong communication skills, quantitative aptitude, and the ability to translate complex investment concepts into actionable insights. Key Responsibilities Serve as a key liaison between clients and internal investment teams regarding portfolio-related inquiries and customized requests Partner with portfolio managers and trading teams to implement client-specific investment objectives and portfolio adjustments Perform portfolio analytics, attribution analysis, and investment reporting for internal and external stakeholders Support ongoing monitoring of client portfolios to ensure alignment with investment mandates and objectives Develop presentations, analyses, and reporting materials for senior leadership and clients Collaborate cross-functionally with research, trading, operations, and client coverage teams to enhance investment processes and client experience Minimum Qualifications Bachelor's Degree completed in Finance, Economics, Mathematics, Statistics, or other related quantitative disciplines from a top program 2+ years of relevant experience in a client-facing capacity within asset management, investment consulting, wealth management, or a related financial services environment Experience working with a variety of asset classes (equities, fixed income, structured products, etc.) Strong analytical and problem-solving capabilities with the ability to synthesize complex information Experience working with Python and data analysis tools such as Pandas Excellent verbal and written communication skills with the ability to present technical concepts clearly to diverse audiences Ability to thrive in a collaborative, entrepreneurial, and fast-moving environment