Senior Fund Analyst: Strategic Portfolio Insights

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

Job summary

A financial services firm is seeking a Senior Fund Analyst to conduct in-depth analyses of fund performance and portfolio management. This role requires strong analytical skills, proficiency in Excel, and familiarity with financial modeling. Candidates should possess a relevant Bachelor's degree, and advanced qualifications like a CFA are preferred. The analyst will collaborate with various teams to monitor and optimize fund performance. Competitive compensation is offered for skilled candidates.

Qualifications

• Bachelor’s degree in a relevant field is required.
• Experience or coursework in fund analysis is preferred.
• Strong understanding of fund structures and investment products.

Responsibilities

• Analyze fund performance including returns and fees.
• Conduct due diligence on fund investments.
• Develop financial models and performance reports.
• Prepare presentations for senior management.

Skills

Strong analytical skills

Proficiency in Excel

Familiarity with Python

Strong communication skills

Education

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

Advanced degree or CFA

Tools

Excel

PowerPoint

Python

R

SQL

Job description

A financial services firm is seeking a Senior Fund Analyst to conduct in-depth analyses of fund performance and portfolio management. This role requires strong analytical skills, proficiency in Excel, and familiarity with financial modeling. Candidates should possess a relevant Bachelor's degree, and advanced qualifications like a CFA are preferred. The analyst will collaborate with various teams to monitor and optimize fund performance. Competitive compensation is offered for skilled candidates.