Investment Performance Analyst: Portfolio Analytics

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading investment firm in New York is seeking an Investment Performance Specialist to analyze and report on the performance of funds and portfolios. The role requires a Bachelor's degree in Finance or related fields, along with strong analytical skills and proficiency in Excel. Responsibilities include monitoring performance across asset classes, conducting quantitative analyses, and collaborating with cross-functional teams to enhance investment reporting processes. Competitive compensation package offered.

Qualifications

• Bachelor’s degree in a relevant field preferred.
• Understanding of investment performance metrics required.
• Clear communication skills are necessary.

Responsibilities

• Monitor fund and portfolio performance across multiple asset classes.
• Conduct quantitative analysis and prepare performance dashboards.
• Validate portfolio and fund data for accuracy.

Skills

Analytical skills

Data management

Performance reporting

Excel proficiency

Communication skills

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field

Tools

Excel

Python

R

SQL

VBA

Job description

A leading investment firm in New York is seeking an Investment Performance Specialist to analyze and report on the performance of funds and portfolios. The role requires a Bachelor's degree in Finance or related fields, along with strong analytical skills and proficiency in Excel. Responsibilities include monitoring performance across asset classes, conducting quantitative analyses, and collaborating with cross-functional teams to enhance investment reporting processes. Competitive compensation package offered.