Portfolio Analytics Pro: Performance, Risk & Insights

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services company based in New York is seeking a Portfolio Analytics Specialist to support investment teams in analyzing portfolio performance and risk exposures. This role requires a Bachelor’s degree and strong analytical skills, with familiarity in data visualization and programming tools such as Python, R, and SQL being a plus. The ideal candidate will thrive in a fast-paced environment while collaborating with various teams to ensure robust reporting and investment strategies.

Qualifications

• Strong understanding of portfolio management and asset allocation.
• Experience in investment analysis or quantitative finance is preferred.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Analyze portfolio performance and risk exposures.
• Build and enhance portfolio analytics dashboards and tools.
• Prepare performance reports and conduct scenario analysis.

Skills

Quantitative analysis

Data management

Excel proficiency

Communication skills

Education

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

Tools

Python

R

SQL

VBA

Job description

A financial services company based in New York is seeking a Portfolio Analytics Specialist to support investment teams in analyzing portfolio performance and risk exposures. This role requires a Bachelor’s degree and strong analytical skills, with familiarity in data visualization and programming tools such as Python, R, and SQL being a plus. The ideal candidate will thrive in a fast-paced environment while collaborating with various teams to ensure robust reporting and investment strategies.