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Portfolio Risk & Capital Strategy Specialist

gateway capital financeMadison, WI

today

Occupations

Financial and Investment AnalystsFinancial Risk SpecialistsInvestment Fund Managers

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities

$125,000–$145,000

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About the role

Company Description: Gateway Capital Finance, founded in 2009, is a growth-oriented investment and fund management company focused on empowering both new and experienced investors. The firm helps clients navigate the investment market by managing securities that aim to deliver strong dividends over relatively short time horizons. Built from the ground up to address the need for a trusted, reliable fund manager, Gateway Capital Finance expanded its services internationally in 2014 to better serve a global client base. As of 2014, the company managed a monthly notional volume of approximately 200 million USD and assets under management just under 80 million USD, with these figures continuing to grow. The founders emphasize innovation and invention, drawing on years of experience operating private funds and trading independently.
Role Description: Gateway Capital Finance is seeking a Portfolio Risk & Capital Strategy Specialist to support portfolio risk management, capital allocation, investment strategy, and market research across multi-asset portfolios. The role combines portfolio analytics, risk assessment, capital deployment strategy, market intelligence, and investment research. The specialist will evaluate portfolio exposures, market conditions, liquidity, volatility, concentration, and downside risks while developing structured frameworks for capital allocation and portfolio optimization. The role may also cover digital assets and blockchain-related investment opportunities alongside traditional financial markets.
Responsibilities:
  • Analyze portfolio exposure, concentration, volatility, liquidity, drawdowns, correlations, and overall risk
  • Develop capital allocation frameworks across equities, bonds, forex, funds, commodities, real estate, and digital assets
  • Monitor portfolio performance and identify opportunities for improving risk-adjusted returns
  • Conduct market research across global financial markets and emerging investment sectors
  • Evaluate Bitcoin, Ethereum, blockchain-related investment products, and digital-asset opportunities
  • Develop portfolio diversification and position-sizing frameworks
  • Conduct scenario analysis, sensitivity analysis, and portfolio stress testing
  • Monitor macroeconomic developments, interest rates, inflation, currencies, commodities, and geopolitical factors affecting portfolios
  • Assess liquidity, market, credit, operational, technology, and counterparty risks
  • Research investment opportunities and prepare structured investment assessments
  • Develop portfolio dashboards, risk reports, allocation models, and market intelligence reports
  • Track capital flows, market cycles, volatility regimes, and changes in investor positioning
  • Evaluate portfolio performance against strategic objectives and risk parameters
  • Identify opportunities for portfolio optimization and capital reallocation
  • Conduct due diligence on funds, securities, digital assets, and emerging investment opportunities
  • Monitor blockchain and digital-asset developments where relevant to portfolio strategy
  • Prepare investment committee materials, portfolio reviews, and strategic recommendations
  • Collaborate with portfolio managers, investment researchers, traders, and senior management
  • Maintain accurate investment, risk, and portfolio analysis documentation
Qualifications:
  • 2+ years of experience in portfolio analysis, investment research, risk management, asset management, financial markets, trading, or a related field
  • Strong understanding of portfolio construction, capital allocation, diversification, and risk management
  • Knowledge of multiple asset classes including equities, fixed income, forex, funds, commodities, or digital assets
  • Strong understanding of volatility, liquidity, correlations, drawdowns, and portfolio risk
  • Experience with financial modeling, investment analysis, or portfolio analytics
  • Familiarity with digital assets, blockchain investments, or crypto markets is a strong advantage
  • Advanced Excel or Google Sheets skills; Python, SQL, or quantitative-analysis experience is a plus
  • Strong analytical and quantitative problem-solving abilities
  • Ability to interpret financial-market data and translate it into actionable portfolio insights
  • Excellent written and verbal communication skills
  • Ability to prepare professional investment reports and presentations
  • Strong attention to detail and ability to work with complex financial information
  • Ability to work independently in a remote environment
  • Bachelor's degree in Finance, Economics, Mathematics, Business, Accounting, or a related field preferred
  • CFA, FRM, CAIA, or equivalent investment/risk qualifications are a plus
Benefits:
  • Fully remote position available across the USA
  • Opportunity to work across multi-asset investment and portfolio strategy
  • Exposure to traditional financial markets and emerging digital-asset opportunities
  • Opportunity to contribute to portfolio risk, capital allocation, and investment strategy initiatives
  • Flexible remote working environment
  • Collaboration with portfolio managers, traders, researchers, and investment professionals
  • Professional development across portfolio management, risk, markets, and digital assets
  • Exposure to international investment markets and evolving financial technologies Compensation
Salary range: $125,000–$145,000 USD per year, depending on experience, qualifications, and role scope.

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JOB OVERVIEW

Salary

$125,000–$145,000

Experience level

Senior

Location

Madison, WI

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

today

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