Senior Fund Analyst: Strategic Portfolio Insights

TEEMA Solutions Group; San Francisco (CA); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services firm is seeking a Senior Fund Analyst to support investment and fund management by performing in-depth analysis of fund performance and risk exposures. The ideal candidate will have a Bachelor's degree in Finance or a related field, strong analytical skills, and proficiency in tools like Excel and PowerPoint. Responsibilities include conducting due diligence, developing financial models, and preparing reports for management. Join a fast-paced team focused on optimizing fund strategies and operations.

Qualifications

• Bachelor’s degree in a relevant field is required; advanced degree or CFA preferred.
• Experience in fund analysis, private capital, or investment operations is a plus.
• Strong written and verbal communication skills are essential.

Responsibilities

• Analyze fund performance, including returns and fees.
• Conduct due diligence on fund investments.
• Develop financial models and performance attribution reports.
• Monitor liquidity and compliance metrics.
• Prepare presentations and recommendations for management.

Skills

Fund analysis

Financial modeling

Quantitative analysis

Communication skills

Excel proficiency

Education

Bachelor's degree in Finance, Economics, or related field

CFA or advanced degree

Tools

Excel

PowerPoint

Python

R

SQL

Job description

A financial services firm is seeking a Senior Fund Analyst to support investment and fund management by performing in-depth analysis of fund performance and risk exposures. The ideal candidate will have a Bachelor's degree in Finance or a related field, strong analytical skills, and proficiency in tools like Excel and PowerPoint. Responsibilities include conducting due diligence, developing financial models, and preparing reports for management. Join a fast-paced team focused on optimizing fund strategies and operations.