Portfolio Analytics Specialist

arcanaanalytics; United States; Remote; USD 90,000 - 140,000; Full time

Job summary

ArcanaAnalytics is seeking an analyst embedded in a portfolio intelligence platform for hedge funds and asset managers. You will partner with product, engineering, and data science to shape institutional-grade software used by professional investors.

Responsibilities include analyzing portfolio- and security-level performance, risk, and attribution; decomposing returns to identify drivers of alpha, beta, and idiosyncratic outcomes; and conducting market research to support client workflows and

Qualifications

• 2 to 4+ years in a front-office financial role such as investment banking, hedge fund, or asset management
• Strong analytical and Excel skills, with proven proficiency in financial modeling and interpreting large datasets
• Deep understanding of portfolio theory, risk attribution, yield, drawdown, correlation, and volatility
• Excellent communication with institutional audiences, including portfolio managers, CIOs, and risk managers
• Bachelor's or Master's degree in Finance, Economics, Engineering, or related field, with a First-Class Honours degree or international equivalent
• Self-starter mindset suited to working independently in a fast-paced, remote environment

Responsibilities

• Collaborate with product, engineering, and data science teams to build portfolio intelligence tools and analytics components
• Analyze portfolio- and security-level performance, risk, and attribution
• Decompose returns to identify drivers of alpha, beta, and idiosyncratic outcomes
• Conduct market, macroeconomic, and security-level research to support client workflows and product insights
• Validate, interpret, and clearly communicate financial metrics to both internal stakeholders and institutional clients

Skills

Advanced Excel

Financial modeling

Data analysis

Communication

Education

Bachelor's or Master's in Finance, Economics, Engineering

Tools

Bloomberg

FactSet

Python

R

Job description

Role overview

An analyst role embedded in a portfolio intelligence platform built for hedge funds and asset managers. Rather than producing memos in isolation, the analyst partners directly with product, engineering, and data science colleagues to shape institutional-grade financial software used by professional investors.

Responsibilities

• Collaborate with product, engineering, and data science teams to build portfolio intelligence tools and analytics components
• Analyze portfolio- and security-level performance, risk, and attribution
• Decompose returns to identify drivers of alpha, beta, and idiosyncratic outcomes
• Conduct market, macroeconomic, and security-level research to support client workflows and product insights
• Validate, interpret, and clearly communicate financial metrics to both internal stakeholders and institutional clients

Requirements

• 2 to 4+ years of experience in a front-office financial role such as investment banking, hedge fund, or asset management
• Strong analytical and Excel skills, with proven proficiency in financial modeling and interpreting large datasets
• Deep understanding of portfolio theory, risk attribution, yield, drawdown, correlation, and volatility
• Excellent communication with institutional audiences, including portfolio managers, analysts, CIOs, and risk managers
• Bachelor's or Master's degree from a top-ranked university in Finance, Economics, Engineering, or a related field, with a First-Class Honours degree or international equivalent required
• Self-starter mindset suited to working independently in a fast-paced, remote environment

Nice to have

• CFA, FRM, or MBA designation
• Familiarity with institutional research platforms such as Bloomberg or FactSet
• Experience with data programming languages such as Python or R
• Familiarity with institutional investment processes and financial data tools