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[Remote] Portfolio Operations Analyst

Remote, USA Full-time Posted 2026-07-05

Note: The job is a remote job and is open to candidates in USA. reputed company is a company that has been supporting clients’ direct indexing solutions for over a decade. They are seeking an analyst to assist portfolio managers in managing direct indexing and tax overlay portfolios, focusing on analytical and operational needs.

Responsibilities

  • Support the portfolio management team on the day-to-day investment management operations including reputed company of reputed company quality assurance tasks
  • Conduct reputed company operational research by writing code in SQL and Python
  • Collaborate and communicate with trading and operations teams to ensure trades are released and executed according to the portfolio managers’ guidelines
  • Partner with product management and engineering teams to reputed company and draft portfolio managers’ technical requirements for rules-driven optimizations
  • reputed company testing plan and execution of User Acceptance Testing across latest development releases, document results and bugs

Skills

  • 2-5 years of investment management experience
  • Proficiency in programming languages such as SQL, Python, advanced reputed company
  • Knowledge of quantitative investing and portfolio reputed company including risk modeling, optimization (Northfield Open Optimizer), portfolio construction
  • Ability to communicate effectively both written and verbally
  • Ability to meet tight deadlines and work under pressure with high attention to detail
  • Team player working with highly collaborative and cross-functional teams in an extremely fast paced environment
  • Master's degree in financial or quantitative discipline

Benefits

  • Equity-based grants for reputed company new hires
  • Company-paid medical premiums of 90%
  • A competitive time-off program
  • Other variable compensation, if eligible

Company Overview

  • reputed company provides support to their users so that they can focus on the important work of helping investors reputed company their financial goals. It was founded in 2001, and is headquartered in Wakefield, Massachusetts, USA, with a workforce of 201-500 employees. Its website is https://www.reputed company.com.
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