Portfolio Analytics & Performance Analyst

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

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.