Investment Data Analyst: Portfolio Analytics & Reporting

Continuus Technologies LLC; Town of Germantown (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services company in Wisconsin is seeking an Investment Data Analyst to support investment operations and portfolio analytics. The ideal candidate will have 3-7+ years of experience in financial services and solid skills in data analysis, portfolio systems, and advanced Excel. Responsibilities include analyzing investment data, developing reports, and collaborating with finance teams. This role is essential for ensuring data integrity and supporting decision-making in investment management.

Qualifications

• 3-7+ years of experience in financial services, asset management, or investment operations.
• Strong understanding of public markets (equities, fixed income, derivatives).
• Experience working with investment data, portfolio systems, or financial reporting.

Responsibilities

• Analyze and validate investment data across various portfolios.
• Support portfolio analytics, performance reporting, and attribution analysis.
• Develop dashboards and reports for portfolio insights.

Skills

Data analysis

Financial services knowledge

Portfolio analytics

Advanced Excel skills

Proficiency in SQL

Experience with BI tools

Cross-functional collaboration

Tools

Tableau

Power BI

SimCorp

Aladdin

Charles River

Geneva

Job description

A financial services company in Wisconsin is seeking an Investment Data Analyst to support investment operations and portfolio analytics. The ideal candidate will have 3-7+ years of experience in financial services and solid skills in data analysis, portfolio systems, and advanced Excel. Responsibilities include analyzing investment data, developing reports, and collaborating with finance teams. This role is essential for ensuring data integrity and supporting decision-making in investment management.