Client-Facing Portfolio Analytics Lead (Remote)

Arcana Analytics; New York (NY); Hybrid; USD 75,000 - 95,000; Full time

Job summary

Arcana Analytics is looking for a Portfolio Analytics Specialist who will work directly with clients and internal teams to onboard investment firms and address complex portfolio analytics challenges. The ideal candidate will possess 2–5 years of analytical experience in financial services and demonstrate excellent communication skills.

This role involves leading projects from start to finish, collaborating with various teams, and contributing to product improvements. Candidates should hold a relevant degree and excel in analytical tools.

Qualifications

• 2–5 years of experience in client-facing roles within financial services or investment technology.
• Familiarity with portfolio analytics concepts such as performance attribution and risk metrics.
• Strong academic performance with a GPA of 3.7 or above.

Responsibilities

• Lead onboarding and implementation projects for clients using Arcana’s portfolio intelligence platform.
• Collaborate with clients to understand workflows and analytical requirements.
• Troubleshoot client issues across analytical and technical domains.

Skills

Analytical problem solving

Project management

Communication

Data analysis

Financial concepts understanding

Education

Bachelor's or Master's degree in Finance, Economics, Engineering, Mathematics, or Computer Science

Tools

Excel

Python

SQL

Job description

Arcana Analytics is looking for a Portfolio Analytics Specialist who will work directly with clients and internal teams to onboard investment firms and address complex portfolio analytics challenges. The ideal candidate will possess 2–5 years of analytical experience in financial services and demonstrate excellent communication skills.

This role involves leading projects from start to finish, collaborating with various teams, and contributing to product improvements. Candidates should hold a relevant degree and excel in analytical tools.