Portfolio Operations & Analytics Associate

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

Job summary

A financial services firm is seeking a Portfolio Operations Associate based in New York, NY. The role involves supporting portfolio managers and operations teams by managing portfolio data and investment processes. Candidates should possess a Bachelor’s degree in Finance or a related field, along with strong analytical skills and proficiency in Excel. Competitive compensation ranging from $140,000 to $185,000 annually is offered for this full-time position.

Qualifications

• Experience with investment reporting, reconciliation, or portfolio monitoring is preferred.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong proficiency in Excel.

Responsibilities

• Assist with portfolio monitoring, position reconciliations, and investment tracking.
• Prepare performance reports, P&L analyses, and operational dashboards.
• Identify and resolve discrepancies, operational inefficiencies, and data issues.

Skills

Analytical skills

Attention to detail

Excel proficiency

Education

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

Tools

Portfolio management platforms

Job description

A financial services firm is seeking a Portfolio Operations Associate based in New York, NY. The role involves supporting portfolio managers and operations teams by managing portfolio data and investment processes. Candidates should possess a Bachelor’s degree in Finance or a related field, along with strong analytical skills and proficiency in Excel. Competitive compensation ranging from $140,000 to $185,000 annually is offered for this full-time position.