Portfolio Research & Data Analytics (Alternative Investments)

Coda Search│Staffing; United States; On-site; USD 115,000 - 175,000; Full time

Job summary

A leading investment management firm in the United States is seeking a Senior Associate for their Portfolio Analytics Team. This role requires expertise in Python and SQL to analyze portfolio data and provide actionable insights. The ideal candidate will have a Bachelor's degree, preferably with a CFA, and possess strong communication skills. This is a full-time position offering competitive compensation based on experience and skills.

Qualifications

• Bachelor's Degree required.
• CFA or CFA in progress preferred.
• Advanced proficiency in Python and SQL is mandatory.

Responsibilities

• Review and analyze portfolio/market data, benchmark performance and risk statistics.
• Conduct in-depth analysis of financial market data using Python/SQL.
• Provide data-driven insights for the leadership team.

Skills

Advanced Proficiency in PYTHON

Advanced Proficiency in SQL

Data analysis tools

Market data analytics tools

Outstanding communication skills

Education

Bachelor’s Degree

CFA or CFA in progress

Tools

Factset

Bloomberg

Salesforce

Job description

Base pay range

$115,000.00/yr - $175,000.00/yr

Our client is a leading, well known, Fund (Buy‑Side) based in NYC seeking a Senior Associate to join their growing Portfolio Analytics Team. This individual will be responsible for working with Firms' Data/ Trading Analytics and providing insightful data bases models to support recommendations. Ideal candidate must possess superior Data skills (Python/VBA/SQL), or other data analysis tools with ability to use market data to create market research

RESPONSIBILITIES

• Review and analyze portfolio/market data, benchmark performance and risk statistics (advanced Python and Excel)
• Conduct in-depth analysis of financial market data using Python/SQL, providing actionable recommendations
• Provide data-driven Insights for Leadership team
• This role will be responsible for continuously enhancing firm's risk monitoring process
• Prepare financial models and data using specialized tools; SQL/PYTHON
• Partner with executive leadership to deliver actionable insights through dashboards and reports, supporting the development of innovative, market‑leading solutions
• Work with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systems
• Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner
• Provide various ad hoc data research and analysis as needed.

Desired Skills and Experience

• Bachelor’s Degree required
• CFA or CFA in progress preferred
• Advanced Proficiency in PYTHON/SQL
• Technical knowledge using market data analytics tools (Factset/Bloomberg/IDC etc) and prior experience using CRMs (Salesforce)
• Outstanding communication skills, proven ability to effectively work with all levels of Management
• Comfortable working in a fast‑paced, dead‑line driven dynamic environment
• Innovative and creative thinker
• Must be detail oriented

Seniority level

Associate

Employment type

Full‑time

Job function

• Research
• Information Technology
• Analyst

Industries

• Investment Management
• Research Services
• Capital Markets