Portfolio Analytics Senior: Data-Driven Insights & Dashboards

Coda Search│Staffing; United States; On-site; USD 115,000 - 175,000; Full time

Job summary

A leading investment management firm in the United States is seeking a Senior Associate for their Portfolio Analytics Team. This role requires expertise in Python and SQL to analyze portfolio data and provide actionable insights. The ideal candidate will have a Bachelor's degree, preferably with a CFA, and possess strong communication skills. This is a full-time position offering competitive compensation based on experience and skills.

Qualifications

• Bachelor's Degree required.
• CFA or CFA in progress preferred.
• Advanced proficiency in Python and SQL is mandatory.

Responsibilities

• Review and analyze portfolio/market data, benchmark performance and risk statistics.
• Conduct in-depth analysis of financial market data using Python/SQL.
• Provide data-driven insights for the leadership team.

Skills

Advanced Proficiency in PYTHON

Advanced Proficiency in SQL

Data analysis tools

Market data analytics tools

Outstanding communication skills

Education

Bachelor’s Degree

CFA or CFA in progress

Tools

Factset

Bloomberg

Salesforce

Job description

A leading investment management firm in the United States is seeking a Senior Associate for their Portfolio Analytics Team. This role requires expertise in Python and SQL to analyze portfolio data and provide actionable insights. The ideal candidate will have a Bachelor's degree, preferably with a CFA, and possess strong communication skills. This is a full-time position offering competitive compensation based on experience and skills.