Investment Planning Analyst

Apex Systems; New York (NY); Ibrido; USD 129.000 - 138.000; Tempo pieno

Descrizione del lavoro

Everforth Apex Systems in New York City is seeking a senior Investment Planning Analyst to own portfolio analytics, data management and reporting end-to-end. The role requires advanced Excel skills, Power BI proficiency, and the ability to lead data discussions with senior leadership.

The successful candidate will manage dashboards, perform investment and forecast analyses, and ensure data accuracy across multiple systems in a hybrid New York environment.

Competenze

• Bachelor's degree in Finance, Business, Information Technology, or related field, or equivalent military experience.
• 7+ years of relevant IT, investment planning, portfolio management or financial analysis experience with ownership of complex analytics.
• Expert-level Excel capabilities with complex formulas, pivot tables and reconciliations; strong Power BI experience.

Mansioni

• Own recurring dashboard extracts, analytics and data refresh timelines.
• Perform detailed investment, budget, forecast, headcount and dollar analyses.
• Independently build and adapt analyses in Excel with complex formulas and data manipulation.
• Analyze data to identify changes, trends, inconsistencies and items needing investigation.
• Ensure data accuracy and reconcile information across multiple systems.

Conoscenze

Excel

Power BI

Jira

Formazione

Bachelor's degree

Descrizione del lavoro

## Job Description# Investment Planning AnalystApply**Job#: 3059226****Job Description:**Investment Planning Analyst**Location:** NEW YORK, New York (Hybrid)**Alternate Location:** Charlotte, DelawareRole OverviewThis organization is seeking a senior, self-sufficient analyst to support the Investment Planning team. The successful candidate will take full ownership of portfolio analytics, data management, reporting, and investment tracking from end to end. This hands-on role requires a professional who is highly experienced in structuring complex analyses, working through intricate datasets, and resolving data discrepancies independently. The individual will serve as the team's primary authority on the underlying data, preparing clear and accurate insights for senior leadership.Key Responsibilities* Own recurring dashboard extracts, analytics, reporting, and data refresh timelines.* Perform detailed investment, budget, forecast, headcount, and dollar analysis.* Independently build and adapt analysis in Excel, utilizing complex formulas, pivot tables, reconciliations, and data manipulation.* Analyze data to identify changes, trends, inconsistencies, and items requiring investigation.* Ensure data accuracy and reconcile information across multiple systems and sources.* Maintain investment, portfolio, OKR, and action trackers, incorporating detailed changes and assumptions from planning discussions.* Build reporting and analytics using Excel, Power BI, and internal planning tools.* Provide accurate analytical inputs for executive reporting and investment planning.* Lead internal team discussions related to reporting and data updates, collaborating with partners to resolve data questions.* Consult as an expert to develop or influence initiatives and resources for highly complex business and technical needs.Required Qualifications**Education:** Bachelor's degree in Finance, Business, Information Technology, or a related field of study, or equivalent military experience or training.**Experience:** 7+ years of relevant experience in Information Technology supporting business services, investment planning, portfolio management, financial analysis, or business case analysis, with demonstrated ownership of complex analytics and reporting.**Technical Skills:** Expert-level Excel capabilities, including complex formulas, pivot tables, and reconciliations, along with strong Power BI proficiency and experience utilizing Word.Preferred Qualifications* Experience supporting technology investment planning or portfolio management within a large, complex organization.* Experience supporting senior-management reporting and collaborating with multiple stakeholders.* Proficiency with Jira. *Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.**Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy**Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.**Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.**If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.**UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.***Employee Type:** Contract**Remote:** Yes**Location:** New York, NY, US**Job Type:****Date Posted:** November 12, 2026**Pay Range:** $94 - $100 per hour