Portfolio Analytics & Investor Relations Specialist

Attribution Search; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Attribution Search in New York seeks a Portfolio Specialist and Investor Relations professional who blends data analysis with marketing to bridge research and sales. You will support Research and Sales by delivering high-quality reporting and analyses across fund data, market data, and presentations.

Responsibilities include portfolio-level analytics, competitive insights, performance attribution, fundraising trends, and end-to-end client reporting.

Qualifications

• Experience in investment management or related financial services.
• Strong analytical and quantitative finance skills.
• Proficiency in Python for data analysis and reporting.

Responsibilities

• Develop product simulations and portfolio-level analytics to support sales.
• Prepare competitor and market insights for senior leadership.
• Perform performance attribution, investment flows, fundraising trends, investor demographics, and regional analyses.
• Identify growth opportunities and shifts in investor behavior.
• Produce investor-facing commentary and thought leadership content.
• Respond to investment due diligence requests from clients and prospects.
• Produce client reports and presentation materials end-to-end.
• Design and improve automated analytics and reporting workflows.

Skills

Python for data analysis

Analytical thinking

Financial concepts

Education

Bachelor’s degree in Finance/Economics/Math

Job description

Attribution Search in New York seeks a Portfolio Specialist and Investor Relations professional who blends data analysis with marketing to bridge research and sales. You will support Research and Sales by delivering high-quality reporting and analyses across fund data, market data, and presentations.

Responsibilities include portfolio-level analytics, competitive insights, performance attribution, fundraising trends, and end-to-end client reporting.