Portfolio Analytics & Performance Analyst

TEEMA Solutions Group; San Francisco (CA); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services company is seeking a Portfolio Analytics Associate to analyze portfolio performance and provide actionable insights. This role involves monitoring investment positions and developing analytical models as well as collaborating closely with various investment teams. Ideal candidates will hold a relevant bachelor's degree and possess strong analytical and quantitative skills. Proficiency in Excel and familiarity with SQL or Python are highly desirable. This position is a full-time opportunity based in New York, NY.

Qualifications

• Bachelor's degree in a relevant field is required.
• Understanding of portfolio management and investment analytics is a plus.
• Experience with private equity, hedge funds, or investment operations is preferred.

Responsibilities

• Monitor portfolio positions and cash flows.
• Develop reports and analytical models.
• Conduct attribution analysis and performance benchmarking.
• Prepare reporting packages for management.

Skills

Analytical skills

Problem-solving

Quantitative skills

Communication skills

Education

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

Tools

Excel

SQL

Python

R

Job description

A financial services company is seeking a Portfolio Analytics Associate to analyze portfolio performance and provide actionable insights. This role involves monitoring investment positions and developing analytical models as well as collaborating closely with various investment teams. Ideal candidates will hold a relevant bachelor's degree and possess strong analytical and quantitative skills. Proficiency in Excel and familiarity with SQL or Python are highly desirable. This position is a full-time opportunity based in New York, NY.