Portfolio Analytics & Investor Relations Lead

Attribution Search; New York (NY); In loco; USD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

Attribution Search in New York seeks a Portfolio Specialist and Investor Relations professional to bridge research and sales. You will deliver high-quality reporting, portfolio- and market-level analyses, and investor communications.

This role blends data analysis with marketing responsibilities, providing due-diligence responses, client reports, and thought leadership content as part of a high-visibility team. Strong analytics and Python skills are essential.

Competenze

• Experience in investment management, asset management, financial services, or a related field.
• Strong analytical and problem-solving abilities with foundation in quantitative/financial concepts (math, statistics, economics).
• Experience using Python for data analysis, reporting, or process automation.
• Familiarity with investment reporting, attribution, and performance analysis.

Mansioni

• Produce portfolio-level analytics and simulations to support sales efforts.
• Provide competitor and market positioning insights for senior leadership.
• Analyze performance, flows, fundraising trends, and investor demographics by region.
• Create investor-facing write-ups, reports, and thought leadership content.
• Respond to due diligence requests from clients and prospects with thorough analyses.
• Deliver end-to-end client reports and presentation materials.
• Design and enhance automated analytics and reporting workflows.

Conoscenze

Investment analytics

Quantitative analysis

Python for data analysis

Investment reporting & attribution

Descrizione del lavoro

Attribution Search in New York seeks a Portfolio Specialist and Investor Relations professional to bridge research and sales. You will deliver high-quality reporting, portfolio- and market-level analyses, and investor communications.

This role blends data analysis with marketing responsibilities, providing due-diligence responses, client reports, and thought leadership content as part of a high-visibility team. Strong analytics and Python skills are essential.