Portfolio / Performance Analytics Professional

Landing Point; New York (NY); On-site; USD 125,000 - 200,000; Full time

Job summary

Landing Point, a leading investment management firm in New York, is seeking a Portfolio/Performance Analytics Professional to enhance analytics capabilities. You will work with large datasets to generate insights for management and support data-driven decision making.

The role requires strong SQL, Excel, and Power BI skills and experience with financial data platforms such as FactSet, Bloomberg, Intex, WSO, and iLevel. Prior portfolio/performance analytics experience is ideal.

Qualifications

• Strong SQL skills and proficiency with MS Excel and Power BI.
• Experience with financial data platforms like FactSet, Bloomberg, Intex, WSO, and iLevel.
• Previous portfolio/performance analytics experience is ideal.

Responsibilities

• Analyze and distill large and complex datasets to generate insights for management.
• Work cross-functionally to answer data-driven questions and strategize on projects.
• Utilize SQL, Excel, and Power BI for data analysis.

Skills

SQL

Excel

Power BI

MS Office

Tools

FactSet

Bloomberg

Intex

WSO

iLevel

Job description

Company Overview:

A leading investment management firm is seeking a Portfolio / Performance Analytics Professional to enhance their analytics capabilities. The role involves working with complex datasets to generate insights for management.

Job Responsibilities:

• Analyze and distill large and complex datasets to generate insights for management


• Work cross-functionally to answer data-driven questions and strategize on projects


• Utilize SQL, Excel, and Power BI for data analysis


• Engage with financial data platforms such as FactSet, Bloomberg, Intex, WSO, and iLevel

Qualifications:

• Proficiency in SQL and strong skills in Microsoft Suite, including Excel, PowerPoint, and Power BI


• Experience with financial data platforms like FactSet, Bloomberg, Intex, WSO, and iLevel


• Previous experience in a portfolio, fund, or performance analytics role is ideal

Compensation:

Salary: $125,000 - $200,000, Plus Bonus