Portfolio Analytics / Investment Research (Alternative Investments)

Coda Search│Staffing; New York (NY); On-site; USD 110,000 - 185,000; Full time

Job summary

A leading Fund based in NYC seeks a Senior Associate for their Portfolio Analytics Team. Responsible for data-driven insights and financial modeling, the ideal candidate excels in Python and SQL. Join this dynamic environment to support innovative solutions while collaborating with executive leadership.

Qualifications

• Bachelor’s Degree required; CFA or in progress preferred.
• Advanced proficiency in Python/SQL, data analysis tools.
• Outstanding communication skills; detail oriented.

Responsibilities

• Conduct in-depth analysis of financial market data using Python/SQL.
• Review and analyze portfolio/market data and benchmark performance.
• Prepare financial models and enhance risk monitoring processes.

Skills

Data analysis

Python

SQL

VBA

Excel

Communication

Education

Bachelor's Degree

CFA (in progress preferred)

Tools

Factset

Bloomberg

Salesforce

Job description

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This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$110,000.00/yr - $185,000.00/yr

Our client is a leading, well known, Fund (Buy-Side) based in NYC seeking a Senior Associate to join their growing Portfolio Analytics Team. This individual will be responsible for working with Firms' Data/ Trading Analytics and providing insightful data bases models to support recommendations. Ideal candidate must possess superior Data skills (Python/VBA/SQL), or other data analysis tools with ability to use market data to create market research

RESPONSIBILITIES

• Review and analyze portfolio/market data, benchmark performance and risk statistics (advanced Python and Excel)
• Conduct in-depth analysis of financial market data using Python/SQL, providing actionable recommendations
• Provide data-driven Insights for Leadership team
• This role will be responsible for continuously enhancing firm's risk monitoring process
• Prepare financial models and data using specialized tools; SQL/PYTHON
• Partner with executive leadership to deliver actionable insights through dashboards and reports, supporting the development of innovative, market-leading solutions
• Work with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systems
• Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner
• Provide various ad hoc data research and analysis as needed.

Desired Skills and Experience

• Bachelor’s Degree required
• CFA or CFA in progress preferred
• Advanced Proficiency in PYTHON/SQL
• Technical knowledge using market data analytics tools (Factset/Bloomberg/IDC etc) and prior experience using CRMs (Salesforce)
• Outstanding communication skills, proven ability to effectively work with all levels of Management
• Comfortable working in a fast-paced, dead-line driven dynamic environment
• Innovative and creative thinker
• Must be detail oriented

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Information Technology, and Analyst

• Industries

  Investment Management, Research Services, and Capital Markets

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