Portfolio Analytics Specialist

Arcanaanalytics; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

Arcana Analytics embeds analysts in a portfolio intelligence platform crafted for hedge funds and asset managers. You will partner with product, engineering, and data science to shape institutional-grade financial software used by professional investors.

You will analyze portfolio- and security-level performance, risk, and attribution; decompose returns to identify drivers of alpha and beta; and conduct market research to support client workflows and product insights.

Qualifications

• 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, 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.

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

Analytical thinking

Communication skills

Education

Bachelor's or Master's degree with First-Class Honours

Tools

Excel

Python

R

Bloomberg

FactSet

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