Financial Service Analyst

Continuus Technologies LLC; Town of Germantown (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Continuus Technologies LLC in Wisconsin is seeking a Financial Services Analyst to support investment and portfolio management operations through rigorous financial analysis, data management, and reporting.

You will build dashboards with Tableau and Power BI, query large datasets with SQL, monitor performance and risk metrics, and partner with teams to ensure data accuracy and actionable insights for leadership.

Qualifications

• Requires bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field.
• Experience in portfolio management or financial services environment.
• Strong SQL querying skills.
• Hands-on with Tableau and/or Power BI.

Responsibilities

• Analyze financial, investment, and portfolio data to support PMs and leadership.
• Develop, maintain, and enhance dashboards and reports using Tableau and Power BI.
• Query and manage large datasets using SQL or similar tools.
• Monitor portfolio performance, asset allocation, and risk metrics.
• Collaborate with portfolio management, operations, and compliance teams for data accuracy.
• Support ad hoc financial analysis, forecasting, and trend analysis.
• Document data definitions, reporting logic, and analytical methodologies.

Skills

SQL querying

Tableau / Power BI

Financial statement analysis

Portfolio management exposure

Data visualization storytelling

Education

Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field

Tools

Tableau

Power BI

Job description

Position Summary

The Financial Services Analyst will support investment and portfolio management operations through financial analysis, data management, and reporting. This role requires experience in a portfolio management or investment services environment, strong database querying skills, and the ability to build clear, actionable insights using data visualization tools such as Tableau and Power BI.

Key Responsibilities

• Analyze financial, investment, and portfolio data to support portfolio managers, investment teams, and leadership

• Develop, maintain, and enhance dashboards and reports using Tableau and Power BI

• Query and manage large datasets using SQL or similar database tools to support financial analysis and reporting needs

• Monitor portfolio performance, asset allocation, and risk metrics

• Partner with portfolio management, operations, and compliance teams to ensure data accuracy and consistency

• Support ad hoc financial analysis, forecasting, and trend analysis

• Assist in data validation, reconciliation, and quality control across financial systems

• Document data definitions, reporting logic, and analytical methodologies

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field

• Experience working in a portfolio management firm, asset management firm, or financial services environment

• Strong database skills with the ability to query data (SQL or similar)

• Hands-on experience with Tableau and/or Power BI

• Solid understanding of financial statements, investment data, and portfolio metrics

• Strong analytical, problem-solving, and attention-to-detail skills

Preferred Qualifications

• Experience working with portfolio management systems or investment data platforms

• Knowledge of securities, asset classes, and investment performance reporting

• Experience integrating data from multiple financial systems

• Ability to communicate technical and financial insights to non-technical stakeholders

Key Competencies

• Financial analysis and reporting

• Data visualization and storytelling

• Database querying and data integrity

• Collaboration across investment and operations teams

• Ability to manage multiple priorities in a fast-paced environment