Vice President Investment Technology & Portfolio Solutions

Vice President Investment Technology & Portfolio Solutions
Location: Hybrid New York Metro Area

We are partnering with a leading asset management firm to identify a seasoned professional to join their investment technology team as Vice President, Portfolio Solutions. This role is ideal for someone with extensive experience across fixed income asset classes and a background in either front-office technology or direct investment roles such as trading or portfolio strategy.

Key Responsibilities:

• Partner closely with portfolio managers, analysts, risk, and quantitative teams to assess and map existing investment processes, tools, and areas for enhancement.
• Lead the design of next-generation tools to support investment decision-making, with a focus on alpha generation, risk insights, and productivity optimization.
• Define and document functional workflows, requirements, and solution architecture in collaboration with stakeholders.
• Coordinate with software development teams to translate product designs into scalable solutions.
• Champion the adoption of automation and emerging technologies including AI/ML to modernize portfolio workflows.

Candidate Profile:

• 10+ years of experience within institutional fixed income, preferably in asset management or an investment advisory environment.
• Background in either investment technology leadership or a front-office function such as trading or portfolio analytics.
• Strong grasp of fixed income markets, instruments, and portfolio construction methodologies.
• Skilled in analyzing workflows and defining technical requirements; comfortable working across business and technical teams.
• Excellent verbal and written communication skills with a proven ability to convey complex ideas clearly.

Preferred Qualifications:

• Advanced certifications such as CFA or FRM are highly desirable.

• Familiarity with platforms such as Aladdin or Bloomberg is a strong plus.

• Experience with SQL, Python, data visualization tools (e.g., Power BI), or UI/UX design is advantageous.