Job Description

Can you please provide 2-3 sentences on an overview of the project to sell to candidates?

• Candidates will work on Tier 1, business-critical Equity and Fixed Income Portfolio Management applications, owning end-to-end delivery of features requested by investors.

Can you provide the top 3 skill sets/experiences required for this role?

• Asset Management experience.
• Capital Markets domain understanding
• Experience of leveraging AI within day to day work.

Will any specific project or industry experience be required?

• Asset Management Industry

Job Description

• Partner directly with portfolio managers and research analysts to understand portfolio analytics, risk, performance, and investment decision-making workflows.
• Lead analysis for portfolio analysis initiatives and platform enhancements, translating complex investor needs into clear functional requirements, user stories, and acceptance criteria.
• Lead end-to-end analysis for complex initiatives spanning multiple systems, including investment data, analytics, and user experience.
• Collaborate with engineers, architects, and product teams to evaluate solution approaches, tradeoffs, and implementation impacts.
• Drive alignment across stakeholders by facilitating discussions between investment professionals and technology teams.
• Support delivery from concept through release, including solution design reviews, testing, and rollout readiness.
• Identify opportunities to enhance investor workflows, improve analytical capabilities, and increase platform usability and performance based on direct investor feedback.
• Drive high quality Agile practices, including well formed epics and user stories, clear acceptance criteria, backlog readiness, and active participation in sprint planning, reviews, and retrospectives.

Preferred Qualifications

• Experience working directly with portfolio managers, research analysts, or investment teams.
• Experience working on investment analytics platforms supporting portfolio analysis, risk, or performance.
• Working familiarity with Python, SQL and data analysis tools.
• Experience with AI-enabled tooling ecosystems (e.g. Copilot) and adoption patterns

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