Senior Investment Analyst - Risk amp Strategy

Profile

The Senior Investment Analyst – Strategy and Allocation provides a significant level of support (e.g., research, recommendations, analysis, etc.) for the Portfolio Managers (PMs) and the Managing Directors. He/She researches and analyzes data to support the senior Investments staff in making critical investment, portfolio management, and strategic planning decisions. This position researches and analyzes derivative strategies and structures and in support of portfolio management and due diligence activities and provides recommendations (e.g., investment strategies, managers, tools, etc.) to senior Investments staff.
The Senior Investment Analyst - Strategy and Allocation position is part of the Strategy and Allocation Team within the Investments Group and will support efforts related to strategic asset allocation, derivative overlay management, hedging, and risk management. The role provides support in all aspects of the Strategy and Allocation Team: data management, model construction and maintenance, portfolio construction, portfolio monitoring etc. The role provides opportunity to be creative and work on novel investment ideas and new data sources from professional publications and sell-side research.
Responsibilities and Duties
Works with Portfolio Manager in managing all facets of multi-asset derivative portfolio including portfolio construction, strategy selection, performance monitoring and reporting, as well as compliance with financial reporting, legal and regulatory requirements
Develops and/or maintains systems for downloading market data from various sources and managing the data repository and automating the process
Monitors, and reports requirements for derivative overlay portfolio, including, but not limited to: monthly performance reports, regular updates with external managers, investment due diligence, and regular industry updates
Assists Portfolio Manager in performing a variety of projects and tasks related to analyzing the risk profile of the Group Trust’s assets and liabilities in Bloomberg, Aladdin, and/or custom platforms
Gathers, verifies, adjusts, and summarizes research information
Provides support for data and research requests from the broader investment team
Knowledge and Skills
Good understanding of portfolio theory, quantitative research and analysis
Good knowledge of econometric principles is desired
Ability to work in a team environment and individually as well
Ability to think critically with high degree of attention to detail
REQUIRED QUALIFICATIONS:
Bachelor's Degree (or internationally comparable degree) in Economics, Financial Engineering, Mathematics or similar discipline
1-5 years of relevant investment and analytical experience in a quantitative role
Knowledge in statistical modeling within Python or similar coding language
PREFERRED QUALIFICATIONS
Advanced degree - Preferred 
CFA – Preferred
Familiarity with Bloomberg, BlackRock Aladdin and other Risk Systems
OTHER CRITERIA
Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer
Employer will not sponsor a visa for this or future positions
Must be currently located in the same geographic location as the job or willing to relocate yourself
UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law
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