Lead Investment Analyst - hybrid

Lead Investment Analyst – Hybrid

Category:
Accounting |

Employment Type:

Direct Hire | Reference: BH-391623

• Design and implement portfolio analytics to monitor overall risk, including exposure reports, VaR, stress tests, and liquidity metrics.
• Provide risk management oversight through quantitative assessment of market exposures.
• Develop standardized internal risk reporting tools.
• Evaluate total fund performance attribution and identify active and structural risk sources.
• Monitor and analyze liquidity needs, build cash flow forecast models, and stress test portfolio liquidity.
• Lead group discussions on potential portfolio impacts.
• Perform and lead quantitative due diligence across all asset classes, supporting investment decisions with data‑driven research.
• Develop and maintain models for portfolio managers to understand outcome distributions under market conditions.
• Research investment strategies, predictive analytics, and risk management best practices.
• Perform qualitative and quantitative investment and risk analysis for potential and existing investments across all asset classes.
• Participate in due diligence of investment managers and prepare presentation materials.
• Automate and enhance quarterly board book production, including reporting on performance, allocation, and exposures.
• Evaluate and research portfolio management and risk systems, ensuring alignment with industry best practices.
• Assists in design and implementation of information databases and investment systems.
• Build automated programs for data aggregation, cleansing, and transformation for risk systems and analytics.
• Identify patterns, assess data quality, and support improvements in analytic techniques.
• Automate, audit, and reconcile data collections from multiple sources.

• Bachelor’s degree in a quantitative discipline (Business Administration, Engineering, Math, Statistics, Econometrics, Finance, Economics, Computer Science).
• 6+ years of investment/market related experience with deep understanding of financial markets.
• Proficiency in analytical and financial applications (Python, SQL, Matlab, etc.).
• Knowledge of probabilities, statistics, and empirical analysis.
• Experience managing portfolio risk across multi‑asset classes using external holdings‑based risk systems.
• General knowledge of risk management principles and practices.

• Master’s degree or PhD in a quantitative discipline.
• Experience with risk systems (MSCI Hedge Platform, MSCI Barra, Aladdin, Tru View, etc.).
• Advanced Excel / Power BI skills.
• Proficiency in Excel, Python, Matlab, VBA, or other programming languages (C++, Gauss, Stata, R, SAS).
• Experience with financial data tools (Fact Set, Bloomberg, Rimes).
• Experience with investment data analytics platforms (Backstop, LPAnalyst, Axioma, MSCI Burgiss, eFront, Venn).
• Experience with performance systems (Clearwater, Solovis, State Street system).
• Knowledge of index families and benchmarking (MSCI, Bloomberg, S&P Global, HFR Database, Barclays Live, Preqin).

• Chartered Financial Analyst (CFA)
• Chartered Alternative Investments Analyst (CAIA)
• Financial Risk Manager (FRM)
• Certificate in Investment Performance Measurement (CIPM)

Min: $ | Max: $

• Medical, Vision, Dental, Prescription (20+ hrs/week)
• Health Savings Account (HSA) (20+ hrs/week)
• Life & Disability Insurance (20+ hrs/week)
• Met Life Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly e‑payroll
• Referral Bonus Programs
• Certification and training opportunities

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

To contact us if you are an individual with a disability and require accommodation in the application process, visit  All other applicants are welcome to apply.