Portfolio Data Analyst — Drive Portfolio Insights

TEEMA Solutions Group; New York (NY); Hybrid; USD 140,000 - 185,000; Full time

Benefits offered by this job

Career support and interview preparation

Access to curated job board

Automated application tools

Job summary

A financial services provider is looking for a Portfolio Data Analyst to support data collection, reporting, and analytics focused on investment performance. The ideal candidate should have a Bachelor’s degree and strong Excel skills, with familiarity in SQL and BI tools. Responsibilities include analyzing data to identify trends and preparing recommendations for investment teams. This role offers exposure to private market decision-making and collaboration with investment professionals, making it a great opportunity for early-career analysts.

Qualifications

• Strong analytical skills and ability to identify trends and insights.
• Prior internships or experience in private equity or investment banking preferred.
• High attention to detail and a proactive problem-solver.

Responsibilities

• Collect, clean, and standardize financial and operational data.
• Build and maintain recurring portfolio reporting.
• Design and maintain KPI dashboards tailored to portfolio companies.
• Analyze portfolio data to identify trends and performance drivers.

Skills

Strong Excel skills

Experience with SQL

Data visualization platforms

Strong data hygiene instincts

Ability to communicate insights

Education

Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Analytics, Computer Science, or related field

Job description

A financial services provider is looking for a Portfolio Data Analyst to support data collection, reporting, and analytics focused on investment performance. The ideal candidate should have a Bachelor’s degree and strong Excel skills, with familiarity in SQL and BI tools. Responsibilities include analyzing data to identify trends and preparing recommendations for investment teams. This role offers exposure to private market decision-making and collaboration with investment professionals, making it a great opportunity for early-career analysts.