Portfolio Insights Analyst: Data-Driven Investment Growth

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

Job summary

A leading investment analytics firm in New York is seeking an Investment Insights Specialist to provide data-driven insights and analyze portfolio performance. This role supports investment teams by producing reports and recommendations that guide strategic decision-making. The ideal candidate will possess a Bachelor's degree in finance or a related field, with advanced analytical skills and proficiency in Excel. This full-time position offers a competitive salary range of $140,000 to $185,000 depending on experience and employer variations.

Qualifications

• Bachelor’s degree in a relevant field.
• Strong understanding of investment performance metrics.
• Experience or coursework in investment analytics is a plus.

Responsibilities

• Analyze investment performance across portfolios and asset classes.
• Build and enhance dashboards, reports, and analytics tools.
• Prepare investment reports for senior management and investors.

Skills

Analytical skills

Communication skills

Attention to detail

Data visualization

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related field

Tools

Excel

Python

R

SQL

VBA

Job description

A leading investment analytics firm in New York is seeking an Investment Insights Specialist to provide data-driven insights and analyze portfolio performance. This role supports investment teams by producing reports and recommendations that guide strategic decision-making. The ideal candidate will possess a Bachelor's degree in finance or a related field, with advanced analytical skills and proficiency in Excel. This full-time position offers a competitive salary range of $140,000 to $185,000 depending on experience and employer variations.