Senior Portfolio Analytics Specialist

Bellwether; El Segundo (CA); On-site; USD 66,000 - 110,000; Full time

Job summary

Bellwether is seeking a Portfolio Analytics Senior Analyst to join our Portfolio Management Team. This role involves producing highly leveraged analytical reports and interacting with multiple stakeholders across asset classes, fundraising and marketing initiatives.

The successful candidate will conduct portfolio analysis, create new client reporting, and lead production efforts across teams, with a strong focus on delivering insight-driven investor materials.

Qualifications

• Bachelor's degree required, preferably in Finance, Economics or Engineering.
• 2-3 years of financial services and/or real estate investment experience.
• Advanced Excel and PowerPoint required.
• Experience in Big Data Management, MRI and Tableau is a plus.

Responsibilities

• Compile investment-level financial information and assist in creating investor reports.
• Build, maintain and automate analytical dashboards for multiple clients.
• Analyze portfolio-level metrics for KPIs across client strategies.
• Coordinate deliverables with Asset and Portfolio management teams.
• Assist with Due Diligence Questionnaires for fundraising.
• Create and develop marketing and investor reports for new clients.

Skills

Advanced Excel

PowerPoint

Big Data

Tableau

Financial analysis

Education

Bachelor’s degree in Finance, Economics or Engineering

Tools

MRI

Tableau

Job description

Bellwether is seeking a Portfolio Analytics Senior Analyst to join our Portfolio Management Team. This role involves producing highly leveraged analytical reports and interacting with multiple stakeholders across asset classes, fundraising and marketing initiatives.

The successful candidate will conduct portfolio analysis, create new client reporting, and lead production efforts across teams, with a strong focus on delivering insight-driven investor materials.