Portfolio Analytics Strategy Senior Associate

Social Capital Resources; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

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

The role involves working with portfolio managers, risk teams, and client-facing professionals to develop modeling tools, dashboards, and presentations that drive informed investment decisions.

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 is preferred.
• Familiarity with investment research, portfolio analysis, and market data platforms.
• Proficient in Python, SQL, evestment, Morningstar, Factset, Bloomberg, and advanced Excel.
• Strong analytical skills and the ability to translate data into actionable insights.
• Excellent communication and project management skills.

Responsibilities

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

Skills

Portfolio analytics

Investment performance

Equity research

Risk management

Communication

Tools

Python

SQL

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.