Portfolio Analytics Analyst | Tableau + SQL + Power BI

Continuus Technologies LLC

Town of Germantown (WI)

On-site

USD 65,000 - 95,000

Full time

14 days+

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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.