Portfolio & Performance Analytics Specialist

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

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.