Financial Analyst

Company Description: Advisor Partners II, LLC (AP) has been at the forefront of the evolving investment management industry for over 20 years. The firm enhances investment management by precision-optimizing portfolios across various investment types, compositions, trades, and tax-loss harvesting—sometimes as frequently as daily. With approximately $7 billion in assets under management, AP collaborates with professional investment advisors to develop comprehensive, scalable, and customized portfolios. Their approach can not only improve the implementation of modern strategies but also build a platform for sustainable competitive advantages.

Additional information on Advisor Partners can be found at www.advisorpartners.com.

Position Summary/Responsibilities:

Advisor Partners, LLC is seeking a Full-Time Financial Analyst to be responsible for:

• Daily rebalancing of portfolios
• Trading (includes trading in overseas markets)
• Daily account reconciliation. This includes overseeing the daily maintenance of standard and nonstandard custodial and vendor data feeds
• Assist with month-end/quarter-end operational and reporting processes
• Running portfolio/transition analysis as requested by clients
• Working directly with clients to answer questions on performance, portfolio implementation, and how the strategies are constructed
• Working with senior management to analyze and test various aspects of the portfolio construction process
• Spend time on understanding the firm’s portfolio construction process along with the strategies the firm has created
• Over time, the analyst will be responsible for coming up with new ideas to add customizable capabilities to the portfolio construction process and to enhance the trading/operational workflow
  
  

Minimum Qualifications:

• Bachelor’s degree in Statistics, Mathematics, Finance, Economics, Physics, Engineering, or related STEM field
• Working knowledge of portfolio optimizations and statistical modeling
• Strong programming skills (Python preferred)
• Trading experience using FIX connectivity a plus. Must be open to trading in evenings/mornings in overseas markets.
• Experience with MS Office, including Excel
• Ability to communicate clearly and effectively with portfolio managers and clients
• Strong attention to detail; excellent organizational skills and a high work ethic
  
  

Preferred Qualifications:

• Familiarity with mean-variance optimizations a plus. Experience with applications such as Barra, Northfield, or Axioma a plus.
• Knowledge or familiarity with tax-aware optimizations, socially responsible investing, or factor-based investing
  
  

Advisor Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer.