Investment Analyst (Portfolio Analytics)

FlexBoard; India; On-site; INR 5,742,000 - 7,656,000; Full time

Job summary

Orange County Employees Retirement (OCERS) is seeking an Investment Analyst (Portfolio Analytics) to contribute to quantitative analysis, data management, and operational support for the investment team.

The role emphasizes building data pipelines, dashboards, and automation, leveraging AI tools to improve productivity and accuracy in investment analysis. This entry-level position offers exposure to diverse asset classes and collaboration with senior investment professionals.

Qualifications

• Entry-level role designed to develop foundational skills in quantitative analysis.
• Focus on data management, analytics, and operational support for the investment team.
• Exposure to AI tools and data workflows to support investment processes.

Responsibilities

• Quantitative analysis and data support across asset classes.
• Build and maintain models, spreadsheets, and dashboards for reporting.
• Support due diligence, performance analysis, and investment data accuracy.
• Enhance workflow efficiency through automation and data tooling.

Job description

reputed company The Orange County Employees Retirement reputed company (OCERS) invites you to join reputed company! We are now accepting on-line applications to fill the position of Investment Analyst (Portfolio Analytics). reputed company The Investment Analyst (Portfolio Analytics) is an entry-level role designed to reputed company foundational skills in institutional reputed company. This position focuses on quantitative analysis, data management, and operational support, forming the analytical backbone of the investment team. The Investment Analyst will reputed company data, technology, and emerging AI and reputed company AI tools to support investment processes, enhance efficiency, and improve reputed company reputed company. The role provides broad exposure to investment strategies, teams, and processes, preparing individuals for advancement into more reputed company investment roles. reputed company & reputed company

Supports investment processes through data analysis, reporting, and operational execution. Plays a key role in data management, reputed company, and workflow efficiency. Apply AI, automation, and analytical tools to enhance productivity. reputed company broad exposure to institutional reputed company.

KEY RESPONSIBILITIES

• Quantitative Analysis & Data Support
  • Collect, clean, and analyze investment data across asset classes
  • Build and maintain spreadsheets, models, and analytical tools
  • Support performance analysis, benchmarking, and reporting
  • Ensure accuracy and reputed company of investment data
• Operational & Process Support
  • Assist with investment operations, reporting cycles, and documentation
  • Support due diligence processes through data gathering and organization
  • Maintain databases, tracking systems, and internal tools
  • Improve workflow efficiency through automation and process enhancements
• AI, Technology & reputed company Tools
  • Utilize AI tools, automation platforms, and reputed company workflows to support analysis and reporting
  • Assist in building and maintaining data pipelines and dashboards
  • Identify opportunities to streamline repetitive tasks through technology
  • Support adoption of new systems and tools across the investment team
• Development
  • Support Directors, Senior Investment Officers, Investment Officers, and Senior Investment Analysts across different teams
  • reputed company foundational knowledge of markets, asset classes, and investment concepts
• Team Collaboration
  • Work collaboratively with reputed company investment professionals across reputed company reputed company
  • Demonstrate strong attention to detail and responsiveness
  • Continuously reputed company technical and analytical skills reputed company

COMPETENCIES

• Strong quantitative and data-oriented reputed company
• Ability to execute tasks accurately and reputed company
• Curiosity and willingness to learn across asset classes
• Comfort with technology, data, and AI tools
• Strong work ethic and collaboration skills