Senior Portfolio Analytics Strategist

Social Capital Resources; New York (NY); Sur place; USD 110 000 - 180 000; Plein temps

Résumé du poste

Social Capital Resources in New York, NY, seeks a Senior Associate for Portfolio Analytics Strategy to support portfolio analysis and investment strategy initiatives. You will work with investment professionals and partners to evaluate portfolio results, assess risk, and translate data into actionable insights.

The role emphasizes building analytical models, reporting tools, and dashboards, collaborating with portfolio managers and risk teams to maintain consistent methodologies and drive

Qualifications

• 3+ years of portfolio analytics, investment performance, or related field experience.
• Experience in an investment management firm preferred.
• Familiarity with investment research, portfolio analysis, and market data platforms.
• Working knowledge of Python, SQL, evestment, Morningstar, FactSet, Bloomberg and Advanced Excel.

Responsabilités

• Analyze equity portfolios to identify performance drivers, positioning, risk exposures, and market developments.
• Evaluate returns, attribution, factor exposures, and portfolio characteristics against benchmarks.
• Partner with portfolio managers to provide analysis supporting investment discussions and construction.
• Build and improve models, reporting tools, and dashboards across strategies.
• Prepare materials for investment teams, clients, and senior stakeholders.
• Identify opportunities to automate recurring analysis and improve reporting.

Outils

Python

SQL

Bloomberg

Morningstar

FactSet

Advanced Excel

Description du poste

Social Capital Resources in New York, NY, seeks a Senior Associate for Portfolio Analytics Strategy to support portfolio analysis and investment strategy initiatives. You will work with investment professionals and partners to evaluate portfolio results, assess risk, and translate data into actionable insights.

The role emphasizes building analytical models, reporting tools, and dashboards, collaborating with portfolio managers and risk teams to maintain consistent methodologies and drive