Portfolio Performance Analytics Specialist

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

Job summary

A financial services company seeks a Portfolio Performance Specialist to support investment teams by analyzing portfolio performance and providing actionable insights. Responsibilities include monitoring performance across asset classes, conducting performance attribution, and preparing detailed reports. Ideal candidates will have a bachelor's degree in a related field, strong analytical skills, and proficiency in Excel. Opportunities exist for professionals interested in portfolio analytics and reporting within a collaborative environment.

Qualifications

• Strong interest in portfolio performance, analytics, and investment management.
• Understanding of portfolio theory, risk-adjusted returns, and performance attribution.
• Ability to manage multiple performance reporting timelines.

Responsibilities

• Monitor portfolio performance across asset classes and individual investments.
• Conduct performance attribution and variance analysis relative to benchmarks.
• Support performance reporting for internal stakeholders and external investors.

Skills

Analytical skills

Attention to detail

Communication skills

Collaboration

Education

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

Tools

Excel

PowerPoint

Python

R

SQL

Job description

A financial services company seeks a Portfolio Performance Specialist to support investment teams by analyzing portfolio performance and providing actionable insights. Responsibilities include monitoring performance across asset classes, conducting performance attribution, and preparing detailed reports. Ideal candidates will have a bachelor's degree in a related field, strong analytical skills, and proficiency in Excel. Opportunities exist for professionals interested in portfolio analytics and reporting within a collaborative environment.