Portfolio Performance Lead: Analytics & Reporting

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

Job summary

A leading financial services firm located in New York is seeking a Portfolio Performance Manager to analyze and communicate portfolio performance across various investment strategies. The role emphasizes quantitative analysis and collaboration with portfolio managers to deliver insights that support investment decisions. Ideal candidates possess a degree in finance or related fields, strong analytical skills, and proficiency in financial analysis tools. The estimated compensation ranges from $140,000 to $185,000 annually.

Qualifications

• Bachelor’s degree required.
• Strong understanding of portfolio performance measurement and attribution methodologies.
• Experience or coursework in performance analysis or investment reporting preferred.

Responsibilities

• Monitor and analyze portfolio performance across strategies.
• Conduct performance attribution and contribution analysis.
• Develop and maintain performance dashboards and reporting tools.

Skills

Strong understanding of portfolio performance measurement

Advanced analytical skills

Proficiency in Excel

Strong written and verbal communication skills

Education

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

Tools

Python

R

SQL

FactSet

Bloomberg

Aladdin

Job description

A leading financial services firm located in New York is seeking a Portfolio Performance Manager to analyze and communicate portfolio performance across various investment strategies. The role emphasizes quantitative analysis and collaboration with portfolio managers to deliver insights that support investment decisions. Ideal candidates possess a degree in finance or related fields, strong analytical skills, and proficiency in financial analysis tools. The estimated compensation ranges from $140,000 to $185,000 annually.