Portfolio Optimization Specialist

Greenwich, Connecticut • $100,000-$175,000

About the Company:

Our client is a global investment firm with over $75 billion in AUM that uses creative strategies to generate attractive returns for its clients through syndicated leveraged loans, high yield bonds, asset-based leasing, and private equity.



  • Run, monitor, and confirm portfolio compliance testing on a daily basis
  • Run hypothetical trading and portfolio optimization analysis using in-house as well as third party software and systems
  • Interact daily with the portfolio management and operations team as well as key counterparties to execute day-to-day tasks as well as manage independent projects
  • Assist in trade allocation process where needed
  • Assist in running multiple hypothetical trades and their impact on compliance test levels as well as returns
  • Respond to ad-hoc internal client requests for information or particular data on existing holdings



  • Bachelor’s degree required
  • 2-5 years of relevant work experience
  • Previous experience with CLOs and/or rated financings
  • Excellent quantitative analysis and financial modeling skills
  • Experience with INTEX and Sky Road systems preferred


Salary Range:





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