Business Analyst, Portfolio Construction & Tax-Efficient Investing
Contract Corp To Corp
Contract W2
Contract Independent
12 Months
No Travel Required
Remote
Depends on Experience
Fitment
Dice Job Match Score™
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Job Details
Skills
- Business Analyst
- Portfolio Construction
Summary
Role : Business Analyst, Portfolio Construction & Tax-Efficient Investing
Location : Anywhere in USA
Duration : 6-Month Contract
The role
Business Analyst embedded on an Agile team supporting client's portfolio management technology group. Writes detailed user stories and acceptance criteria for portfolio construction, optimization, and tax-efficient investing capabilities, working directly with Portfolio Managers.
Must-haves (all three)
- Portfolio construction and optimization. Candidate must be able to talk about constraints and objective functions: turnover limits, position bounds, sector caps, tracking error budgets, rebalancing logic.
- Tax-efficient portfolio management. Tax-loss harvesting, wash sale rules, lot treatment, direct indexing, or tax-managed SMAs.
- BA craft. Personally writes user stories and acceptance criteria on an Agile team. Not a PM, not a Scrum Master, not someone who governs people who write stories.
Plus: hands-on SQL or Python used in analysis. OCIO or discretionary investment management experience is a strong plus, not required.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
- Dice Id: 10504943
- Position Id: 4093-12901-1785536302
- Posted 6 hours ago
Company Info
About DKMRBH Inc.
Do Know Me Right Before Hiring knows the value of transparency & constant communication between the client & the project resources to build a trustworthy foundation of our name. A commitment made is a commitment honored. Our clients experience the commitment during our intensive project delivery engagements. We believe in building a reputation that will serve as a positive reflection on our clients & candidates. We measure our success by the strength of the relationships we cultivate.
At DKMRBH Inc. we understand the importance of work to our clients & aspire to honor all of our commitments to them. Deep technical & functional expertise in every aspect of the Enterprise management: Our senior management team brings a wealth of experience in leading companies, delivering a consistent record of positive results. This stems directly from our devotion to sustain, mutually benefit & build long-term relationships with our clients,
At DKMRBH Inc. we understand the importance of work to our clients & aspire to honor all of our commitments to them. Deep technical & functional expertise in every aspect of the Enterprise management: Our senior management team brings a wealth of experience in leading companies, delivering a consistent record of positive results. This stems directly from our devotion to sustain, mutually benefit & build long-term relationships with our clients,
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