Los Angeles, California, United States · On-site
Description Job Duties: This position plays a central role in the firm’s investment strategy and client advisory services. The SVP of Investments and Analytics leads portfolio strategy development and execution across pu…
Skills: Portfolio Strategy, Multi-asset Portfolio Management, Macro-economic Research, Quantitative Modeling, Regression-based Analytics
Los Angeles, California, United States • On-site
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Leads portfolio strategy development and execution across public and private asset classes for significant AUM. Responsible for managing multi-asset portfolios, conducting macro-economic research, and creating quantitative models to enhance asset allocation.
Requires a bachelor's degree in business or finance, a CFA certification, and at least 2 years of experience as a financial analyst. Must possess advanced skills in regression modeling, CVaR, and proficiency with investment tools like FactSet and Addepar.
Description
This position plays a central role in the firm’s investment strategy and client advisory services. The SVP of Investments and Analytics leads portfolio strategy development and execution across public and private asset classes. Responsibilities include:
· Managing multi-asset portfolios including a $934M+ GARP strategy and fixed income mandates.
· Delivering economic outlook presentations that shape the investment approach for $30B+ AUM.
· Conducting advanced macro-economic and sector research to identify investment opportunities and risks.
· Creating quantitative models (e.g., regression-based analytics, Brinson attribution, Black Litterman) to enhance portfolio construction and asset allocation.
· Training and mentoring analysts and junior portfolio managers to support scalable client service.
· Partnering with advisors to translate complex strategy into client-friendly insights and materials.
Bachelor’s degree in business, finance or related, Chartered Financial Analyst Certification, and 2 years as a financial analyst.
Experience or skills must include:
· Multi-factor regression modeling for fund and asset analysis.
· Conditional Value-at-Risk (CVaR) for risk assessment.
· Excel strategy modeling for options and portfolio returns.
· Sector rotation analysis based on macroeconomic indicators.
· Portfolio construction integrating GARP and factor-based frameworks.
· Interfacing with Eikon, FactSet, and Addepar for investment reporting.
Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide. We manage more than $40 billion in regulatory assets on behalf of entrepreneurs, executives, and multigenerational families whose needs have grown in complexity alongside their wealth. As fiduciaries, we help clients navigate complex, interconnected decisions with unbiased, coordinated advice. Our platform, Lido One, brings together specialists across investing, tax planning, and trust and estate planning, so every recommendation is rooted in integrity and attuned to your full financial picture. This way of working traces back to our founding. Greg Kushner started Lido Advisors in 1999 after years advising families within a consortium of family offices, where he saw that the best-served families were not just well-invested; they were well-coordinated. That family office heritage, not a brokerage or bank origin, still shapes how we think, favoring a long-term, coordinated, client-centered approach where planning comes first and investing follows. As wealth grows, so does complexity, and Lido provides the infrastructure, tax coordination, estate integration, risk management, alternative investments, and trust services that sophisticated clients require. Our platform is built for optionality: institutional quality alternatives, private credit, real assets, and custom solutions, with risk management embedded in every portfolio. We embrace technology as a force multiplier, but judgment, relationships, and accountability stay human. Today, Lido offers any family whose financial life demands such care the capabilities of a great family office: planning rigor, investment access, and coordinated advice across tax, estate, and risk.
Offices: 1875 Century Park East, Suite 950, Los Angeles, CA 90067, US · 39555 Orchard Hill Pl, Novi, Michigan 48375, US · 7047 East Greenway Pkwy., Suite 250, Scottsdale, AZ 85254, US · 11988 El Camino Real, San Diego, California 92130, US · 50 California St, San Francisco, California 94111, US
Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide. We manage more than $40 billion in regulatory assets on behalf of entrepreneurs, executives, and multigenerational families whose needs have grown in complexity alongside their wealth. As fiduciaries, we help clients navigate complex, interconnected decisions with unbiased, coordinated advice. Our platform, Lido One, brings together specialists across investing, tax planning, and trust and estate planning, so every recommendation is rooted in integrity and attuned to your full financial picture. This way of working traces back to our founding. Greg Kushner started Lido Advisors in 1999 after years advising families within a consortium of family offices, where he saw that the best-served families were not just well-invested; they were well-coordinated. That family office heritage, not a brokerage or bank origin, still shapes how we think, favoring a long-term, coordinated, client-centered approach where planning comes first and investing follows. As wealth grows, so does complexity, and Lido provides the infrastructure, tax coordination, estate integration, risk management, alternative investments, and trust services that sophisticated clients require. Our platform is built for optionality: institutional quality alternatives, private credit, real assets, and custom solutions, with risk management embedded in every portfolio. We embrace technology as a force multiplier, but judgment, relationships, and accountability stay human. Today, Lido offers any family whose financial life demands such care the capabilities of a great family office: planning rigor, investment access, and coordinated advice across tax, estate, and risk.
Offices: 1875 Century Park East, Suite 950, Los Angeles, CA 90067, US · 39555 Orchard Hill Pl, Novi, Michigan 48375, US · 7047 East Greenway Pkwy., Suite 250, Scottsdale, AZ 85254, US · 11988 El Camino Real, San Diego, California 92130, US · 50 California St, San Francisco, California 94111, US
