Analyst, Portfolio Management
StepStone is a global private markets specialist delivering tailored investment solutions and impactful insights to investors. The Portfolio Management Analyst will support the Daily Valuation Engine and work with investment teams to evaluate investments, manage data feeds, and develop models for portfolio management.
Responsibilities
- Building and managing complex excel models using VBA for portfolio management functions
- Understanding and exploring concepts of risk, return and liquidity to better manage portfolios
- Model building and analysis using built-in functions and models developed from scratch in Python/R
- Data retrieval and wrangling using MySQL and Python/R. Knowledge of PowerBI a plus
- Communicating the output of models internally, including assumptions and limitations
- Discussing internally the merits of the models and analyses
- Independent and efficient working style: ability to develop big picture ideas and translate them into code and actionable model output
- Creating presentations for internal and external stakeholders articulating portfolio plans and investment decisions
Skills
- Bachelors, Master's degree or Ph.D. in Mathematics, Statistics, Biostatistics, Econometrics, or a related field
- Excellent written communication and presentation skills
- Experience in a financial environment. Knowledge of private markets a plus
- Some knowledge of financial modeling
- Strong background in Python and MS Excel; experience in SAS, R or Matlab
- Deep understanding of statistical model building and data analysis; numerical algorithms expertise
- MySQL or other database expertise
- Knowledge of financial instruments and Bloomberg a strong advantage
- Extremely strong attention to detail to maintain code and data integrity
- Positive attitude, curious mindset, and strong team collaboration
- Willingness to work a flexible schedule
- High level of confidentiality
Company Overview
Company H1B Sponsorship