Portfolio Analytics Strategy Senior Associate

Social Capital Resources; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Social Capital Resources is seeking a Portfolio Analytics Strategy Senior Associate in New York to support portfolio analysis and investment strategy initiatives. You will work with investment professionals to evaluate portfolio results, assess risk, and translate investment data into actionable insights.

The role involves partnering with portfolio managers, building analytical models, and delivering clear materials for senior stakeholders.

Qualifications

• 3+ years of experience in portfolio analytics, investment performance, risk analysis or related field.
• Experience in an investment management environment preferred.
• Familiarity with investment research, portfolio analysis, and market data platforms.
• Proficient in Python, SQL, evestment, Morningstar, Factset, Bloomberg, and Advanced Excel.
• Ability to translate complex investment data into clear findings and practical recommendations.

Responsibilities

• Analyze equity portfolios to identify performance drivers, positioning, risk exposures and market developments.
• Evaluate returns, attribution, factor exposures and portfolio characteristics against benchmarks.
• Partner with portfolio managers to support discussions and portfolio construction.
• Build and improve analytical models, reporting tools and dashboards across strategies.
• Develop expertise in assigned portfolios including holdings, constraints and risk sources.
• Prepare clear presentations and analytical materials for investment teams and senior stakeholders.
• Contribute research to product initiatives, investor reporting and competitive assessments.
• Collaborate across analytics, risk and performance reporting to maintain consistent methodologies.
• Identify opportunities to automate recurring analysis and improve reporting processes.

Skills

Portfolio analytics

Risk awareness

Communication skills

Project management

Tools

Python

SQL

evestment

Morningstar

Factset

Bloomberg

Advanced Excel

Job description

Top-Tier Investment Management Firm in Midtown, Manhattan is seeking a Portfolio Analytics Strategy Senior Associate position!

An established investment management firm in New York City is seeking a Senior Associate to support portfolio analysis and investment strategy initiatives. This individual will work with investment professionals and business partners to evaluate portfolio results, assess risk, and translate investment data into useful insights.

Responsibilities:

• Analyze equity portfolios to identify performance drivers, portfolio positioning, risk exposures, and relevant market developments.
• Evaluate returns, attribution, factor exposures, and portfolio characteristics against benchmarks and comparable investment strategies.
• Partner with portfolio managers to provide analysis that supports investment discussions and portfolio construction.
• Build and improve analytical models, reporting tools, and dashboards across investment strategies and vehicles.
• Develop expertise in assigned portfolios, including their investment approach, holdings, constraints, and sources of risk and return.
• Prepare clear presentations and analytical materials for investment teams, client-facing professionals, and senior stakeholders.
• Contribute research and analysis to product initiatives, investor reporting, and competitive assessments.
• Work with colleagues across analytics, risk, and performance reporting to maintain consistent methodologies and accurate data.
• Identify opportunities to automate recurring analysis and improve reporting processes.

Qualifications:

• 3+ years of relevant experience in portfolio analytics, investment performance, equity research, investment risk, or a related field.
• Experience within an investment management firm preferred.
• Familiarity with investment research, portfolio analysis, and market data platforms.
• Working knowledge of Python, SQL, evestment, Morningstar, Factset, Bloomberg, and Advanced Excel
• Strong analytical skills and an understanding of performance attribution, portfolio risk, and equity investing.
• Ability to translate complex investment data into clear findings and practical recommendations.
• Strong communication skills, attention to detail, and the ability to manage projects independently while collaborating across teams.