Who We Are:
Irrational Capital is an investment analytics and research firm quantifying the statistical link between corporate culture and equity performance.
We seek to transform the anecdotal views about the corporate culture into investable and systematic strategies based on what we’ve coined the Human Capital Factor®. Our rigorous and data-driven research demonstrates that sustainable equity growth can be achieved by empowered, engaged workers operating in a supportive and collaborative environment. Independent J.P. Morgan quantitative research confirmed that a sector-neutral index created using The Human Capital Factor generates “the highest returns and lowest volatility among all U.S. investment styles, with very low correlation to other factors.”
Title: Portfolio Analyst
We are seeking a highly skilled Portfolio Analyst who will be responsible for managing and optimizing our investment portfolios with a focus on US and European equities. The ideal candidate should possess proficiency in Morningstar, a deep understanding of equity indexes and index construction methodologies, performance reporting, automation, as well as expertise in ETFs and manager selection. This role requires meticulous attention to detail, strong analytical abilities, and a proactive approach to portfolio research.
Location: Remote
While Irrational Capital is a fully distributed team, we do leverage in-person meetings as needed (both for internal planning purposes and client-facing commitments). Occasional work travel will be required and expected.
Responsibilities:
Portfolio Management:
o Manage and monitor investment portfolios focused on US and European equities.
o Conduct regular performance analysis and risk assessment to ensure portfolio alignment with strategic goals.
o Implement trades and rebalancing strategies based on portfolio objectives.
Research and Analysis:
o Utilize Morningstar and other financial tools to conduct in-depth research on individual securities, indexes, ETFs, mutual funds, sectors, and asset classes.
o Analyze equity indexes and index construction methodologies to optimize portfolio construction.
o Evaluate ETFs for competitive analysis and business intelligence
Strategy Development:
o Develop and refine investment strategies based on proprietary and public data.
o Collaborate with the investment team to propose process improvements.
Reporting and Communication:
o Prepare and present investment performance reports to stakeholders, highlighting key insights and recommendations.
o Communicate portfolio strategy, rebalancing activity, and investment decisions to internal teams and clients as needed.
o Support business development activities.
Compliance and Risk Management:
o Ensure compliance with regulatory guidelines and internal policies throughout the portfolio management process.
o Proactively identify and mitigate portfolio risks, proposing appropriate risk management techniques.
Qualifications:
Experience + Attributes:
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Proven experience as a Portfolio Analyst or similar role within asset management or financial services industry.
- Keen understanding of return, risk, attribution, and comparative manager analysis.
- Strong proficiency in Morningstar Direct or similar investment analysis tools.
- In-depth knowledge of equity indexes, index construction methodologies, and ETFs.
- Familiarity with US and European equity markets and regulatory frameworks.
- Excellent quantitative and qualitative analytical skills.
- Ability to work collaboratively in a team environment and independently when necessary.
- Ability to communicate effectively and frequently with multiple stakeholders working remotely across the organization.
- Progress towards relevant certifications (CFA, CAIA, etc.) is a plus.
Technical Skills/Familiarity:
- Microsoft Office Suite (with an advanced Excel Skill Set)
- Familiarity with or ability to adopt our operational tech stack (Slack, Zoom, SharePoint, Dropbox, etc.)
Compensation and Benefits:
- $60,000 base salary along with profit sharing and opportunities for discretionary bonuses.
- Competitive benefits including unlimited PTO program.
- Participation in Irrational Capital’s synthetic equity / profit sharing plan.
- Annual professional development stipend.
- 401K Plan. Irrational Capital contributes 3% of an eligible team member’s compensation towards their 401k plan of their behalf (regardless of employee contribution).
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Parental leave
- Professional development assistance
Experience level:
Schedule:
Application Question(s):
- Do you have a economics, finance, business, or related degree?
- Do you have or are you working towards a CFA certification?
Education:
Experience:
- Mutual fund/ETF manager reporting/analysis: 1 year (Required)
- Microsoft Excel: 2 years (Required)
Work Location: Remote