Portfolio Analytics Associate

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

Job summary

A financial services company in New York is seeking a Portfolio Analytics Associate to analyze portfolio performance and support investment teams. The role involves developing dashboards, conducting attribution analysis, and preparing reporting packages for senior management. Candidates should have a Bachelor’s in a related field and strong analytical skills. Proficiency in Excel and familiarity with data analytics tools like SQL or Python is preferred. This position offers an opportunity to impact investment decisions in a fast-paced environment.

Qualifications

• Understanding of portfolio management and investment analytics.
• Experience or coursework in private equity, hedge funds, or investment operations.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Monitor portfolio positions, cash flows, and investment performance across asset classes.
• Develop and maintain dashboards and reports to support portfolio analysis.
• Conduct attribution analysis and performance benchmarking.
• Support portfolio risk monitoring and P&L tracking.
• Prepare reporting packages for senior management and investors.

Skills

Analytical skills

Problem-solving

Quantitative skills

Communication skills

Interest in portfolio analytics

Education

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

Tools

Excel

SQL

Python

R

Job description

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Portfolio Analytics Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in portfolio management, investment analytics, and performance reporting.

Actual openings may vary depending on employer focus, including private equity, private credit, real estate, hedge funds, and other alternative investments.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Portfolio Analytics Associates support investment teams by analyzing portfolio performance, monitoring positions, and providing actionable insights to inform investment decisions. The role blends quantitative analysis, portfolio monitoring, and reporting to support portfolio managers and senior investment professionals.

These roles often involve close collaboration with portfolio managers, investment operations, risk teams, and quantitative analysts to ensure accurate performance reporting, risk tracking, and portfolio analytics.

Key Responsibilities

Monitor portfolio positions, cash flows, and investment performance across multiple asset classes

Develop and maintain dashboards, reports, and analytical models to support portfolio analysis

Conduct attribution analysis and performance benchmarking

Support portfolio risk monitoring, P&L tracking, and exposure analysis

Assist in portfolio rebalancing, scenario analysis, and stress testing

Prepare detailed reporting packages and presentations for senior management and investors

Identify trends, anomalies, and opportunities to improve portfolio performance and analytics processes

Collaborate with investment operations, fund accounting, and external service providers to ensure data accuracy

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field

Understanding of portfolio management, investment analytics, and financial instruments

Experience or coursework in private equity, hedge funds, private credit, or investment operations

Strong analytical, problem-solving, and quantitative skills

Advanced proficiency in Excel; familiarity with SQL, Python, R, or other data analytics tools is a plus

Ability to manage multiple priorities in a fast-paced, detail-oriented environment

Clear written and verbal communication skills

Strong interest in portfolio analytics, performance measurement, and investment strategy

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching

Resume and profile optimization

Guidance on outreach to investment teams and fund managers

Interview preparation for portfolio analytics, investment operations, and reporting roles

To learn more or express interest in portfolio analytics roles, visit:
https://www.careerlaunch.ai/