Send resumes to philip.rajarathna@3i-infotech.com
Position: Tableau Developer with CFA
Location: Greenwich, CT
Duration: 12+ months (Will extend)
Job Description
The Data Visualization Engineer (Front Office) will work hand in hand with the product management teams playing a key role in Client portfolio management.
The two primary objectives: portfolio monitoring and client communication.
You will build tools to aid in many stages of the investment process, including new business presentations, new account onboarding, performance monitoring and analysis, and portfolio review meetings with clients. Product management teams are ultimately responsible for the accuracy and delivery of information to clients and are expected to do so in a professional, poised, and consultative manner. As a result, the teams interact closely with the rest of the firm including research, portfolio management, trading, business development, legal, compliance, risk and marketing. Through this collaboration, product management teams have in-depth knowledge of the strategies they cover and are expected to be in-house experts of their respective products. They are integral part of initiatives to create and sell new products, run competitor analyses, and produce market commentary as needed.
Your Role
Portfolio monitoring:
· Analyze portfolio exposures and performance using existing tools, and drive the development of new tools for monitoring
· Conduct portfolio analysis and present results to product and portfolio teams in a logical, comprehensive manner
· Be familiar with fund's investment parameters, and review these on a regular basis
· Additional department specific tasks such as: oversee fund's onboarding, including launch and post-launch analysis, and build, maintain and present competitor analysis reports
Client communication:
· Prepare review materials on quarterly and yearly performance
· Create, review and approve presentations used by business development
· Complete bespoke portfolio analysis to answer client queries
· Develop tools to enhance and streamline data used in client portfolio reviews
Sample projects:
· Build-out tools for, and run, returns-based style analysis using multivariate regression
· Create a dashboard of tactical asset allocation views for client use
· Analyze the impact of a surprise currency devaluation on portfolio returns and risk
Skills / Requirements
· 2+ years' of working with or analyzing data
· 2+ years' of programming experience
· Proven track record and portfolio of successful work
Experience with the following tools:
· SQL with advanced analytic functions
· Python (pandas, NumPy, SciPy) or any other programming languages
· Experience with consuming and building APIs
· Ability to design database schemas
· Strong coding skills with knowledge of software design patterns
· Excellent problem solving and communication skills
· Working experience in finance is a plus
· Experience with Tableau or any other BI tool is a plus
· Experience in an Agile environment is a plus
· Master's Degree or Bachelor's Degree with equivalent experience in Computer Science, Data Science, Statistics or equivalent quantitative field
Warm Regards
Philip | HRMG.
Desk - 732-347-8728 | Cell - 908-812-2633
450 Raritan Center Pkwy B, Edison, NJ 08837
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