Trading Portfolio Analyst
3Degrees Group, Inc.
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Benefits offered by this job
Job summary
3Degrees is hiring a Trading Portfolio Analyst in Portland, ME, to analyze portfolios, develop internal reporting tools, and enhance our environmental markets strategy. You will translate complex data for portfolio managers and non-technical stakeholders, building automated solutions with Python, Power BI, and Excel.
The role emphasizes cross-functional collaboration, process optimization, and a drive to decarbonize North America through rigorous data analysis and strategic insights.
Qualifications
- 2+ years of experience in quantitative data analysis.
- Knowledge of reconciliations, trial balances, or fund accounting logic (valuation stacks, balance checks, dataset matching).
- Advanced Excel with reporting templates and troubleshooting.
- Proficiency in Python for data manipulation and automation.
- Familiarity with Power BI and DAX (or Tableau with willingness to migrate to Power BI).
- Awareness of AI tools and low-code platforms to automate workflows.
- Attention to data accuracy; ability to detect anomalies and run sensitivity analysis.
- Excellent communication to translate complex data for non-technical stakeholders.
- Willingness to work in-person at the Portland, ME office.
Responsibilities
- Improve portfolio valuation, reporting processes, and strategic decision-making.
- Develop and maintain weekly valuation reports for stakeholders.
- Troubleshoot and support downstream Excel workbooks used by traders and portfolio managers.
- Design and execute reconciliations to ensure accurate reporting across tools.
- Explain valuation movements to non-technical audiences and resolve data questions.
- Audit workflows to identify automation opportunities using AI and low-code tools.
- Leverage Python and Power BI to build scalable, automated reports.
- Collaborate with teams to analyze risks and opportunities in North American REC markets.
Skills
Education
Tools
Job description
Every day, we work together for what matters - bold, swift, and equitable climate action.
At 3Degrees, we are committed to advancing a decarbonized future through bold, swift, and equitable climate action. We do this work by originating, marketing, selling, and trading environmental commodities. As a member of our Research and Analysis team within the Environmental Markets (EM) division, you'll apply your analytical and strategic expertise to conduct portfolio analysis, develop reporting tools and processes used by multiple stakeholders, and enhance our informational capabilities.
As a Trading Portfolio Analyst, you'll play a critical role in shaping our approach to the environmental commodities market while driving real-world impact. You will apply strong quantitative and communication skills to the analysis of our portfolios, positions, and commodity pricing in order to deliver insights that sharpen our trading edge. Your responsibilities will include developing internal reporting and reconciliation tools, as well as translating complex datasets into actionable insights for both portfolio managers and non-technical stakeholders. In a word, you will help shape what we know and how we know it. Your expertise will go beyond supporting the trading desk. You'll challenge conventional thinking, identify strategic gaps, and introduce innovative solutions to improve cross-functional performance.
This is a full-time opportunity within the 3Degrees Environmental Markets division, based in Portland, ME. Exceptional candidates within commuting distance to our office hubs in San Francisco, CA; Portland, Oregon; or New York, NY will also be considered.
Please Note: 3Degrees does not provide sponsorship or work authorization assistance; therefore, pre-existing right-to-work status is a prerequisite to be considered for this position.
You will work cross-functionally to improve portfolio valuation, internal reporting processes, and strategic decision-making. Your work will focus on three key areas:
- Reporting & Portfolio Valuation & Reconciliation
- Manage, execute, and deliver weekly portfolio valuation reports and performance updates for key front-office stakeholders, portfolio managers, and executive leadership
- Maintain, troubleshoot, and support critical downstream Excel workbooks used by Trading Associates and Portfolio Managers to track positions and market values
- Design, maintain, and execute financial reconciliations (e.g., trial balances, valuation stacks, exchange-to-system position matching) to ensure accurate reporting across tools
- Act as a responsive communication bridge between non-technical stakeholders, traders, and risk management to explain valuation movements and resolve data questions
- Process Optimization & AI Automation
- Audit existing workflows to identify manual steps, streamline processes, and eliminate redundant clicks across workbooks
- Identify, pilot, and deploy low-code AI interventions and agentic tools (e.g., Copilot Studio, Glean, RPA) to automate routine tasks like report generation and distribution
- Utilize Python and modern data platforms (such as Power BI, Databricks, or Microsoft Fabric) to transition manual reports into scalable, automated solutions
- Portfolio Analysis & Quantitative Modeling
- Support the development and refinement of proprietary models using Python, Excel, and Power BI to analyze portfolio positioning and performance
- Translate complex quantitative outputs and datasets into clear, actionable reports for trading decision-makers
- Bandwidth permitting, partner with internal teams to analyze risks and opportunities across North American REC and clean fuel markets (e.g., LCFS, CCA)
You are an analytical thinker with a strong foundation in quantitative analysis, financial concepts, and research. You excel at interpreting complex trends, identifying opportunities, and delivering actionable insights. Your strategic mindset and problem-solving skills enable you to proactively refine processes and optimize portfolio performance.
You thrive in fast-paced environments, balancing independent research with collaborative teamwork. You are detail-oriented, capable of building robust processes that ensure data precision, and can effectively communicate complex findings to key stakeholders. You are also self-motivated, with a strong desire to drive environmental market growth in North America and beyond.
We believe an individual who possesses the following skills will thrive in this role:
- 2+ years of experience in quantitative data analysis
- Demonstrated financial or accounting literacy, with an understanding of reconciliations, trial balances, or fund accounting logic (e.g., valuation stacks, balance checks, and dataset matching)
- Advanced proficiency in Excel, with proven experience building, maintaining, and troubleshooting complex downstream workbooks and reporting templates
- Functional proficiency in Python for data manipulation, process automation, and general scripting
- Familiarity with Power BI and DAX (or strong proficiency in Tableau accompanied by a willingness to transition to Power BI)
- Familiarity or strong interest in leveraging AI tools (LLMs) and low-code platforms (e.g., Copilot Studio, Glean, RPA) to automate routine workflows and streamline reporting processes. Knowledge of Databricks or Microsoft Fabric is a plus
- Meticulous attention to detail, with a strong ability to detect data anomalies, perform sensitivity analysis, and ensure absolute reporting accuracy
- Excellent communication skills, with a proven ability to translate complex, dense data into clear, digestible formats for non-technical stakeholders and leadership
- Highly collaborative, stakeholder-first approach (\"How can I help?\") with the ability to manage multiple projects simultaneously and process feedback quickly
- Ability and willingness to work in-person at our office in Portland, Maine
- BA/BS degree in economics, finance, statistics, computer science, or a related quantitative field preferred
- Gain a thorough understanding of 3Degrees' portfolio and trading objectives through onboarding assessments and participation in strategy meetings
- Build meaningful relationships with stakeholders across trading, risk, regulatory affairs, sales, and data management by attending at least three collaborative discussions
- Provide at least two data-backed insights during weekly performance reviews, contributing to strategy discussions
- Complete training on key reporting tools (Power BI, Python, Excel) to improve forecasting accuracy and automation
- Take full ownership of routine reporting and performance reviews for the North America Trading team, ensuring timely and accurate delivery with minimal supervision
- Produce at least three actionable insights using Power BI, Python, and Excel, successfully integrating them into trading strategies with feedback from the trading team
- Design and automate at least three solutions for reports on positions, performance, and pricing, establishing yourself as an authority on our informational processes
- Complete a pilot of an agentic AI solution to enhance workflow efficiency
- Take full ownership of the tool suite underpinning the reconciliation and summary of our positions as well as the weekly portfolio valuation
- Facilitate the consolidation of fragmented valuation inputs into enterprise storage
- Develop an internal reporting environment in Power BI to clearly surface multiple dimensions of the portfolio in a comprehensive, near-real-time view
- Deliver and implement at least five strategic process improvements, establishing yourself as a trusted thought partner for the trading teams and middle office
- Contribute to at least two cross-functional projects that enhance market insights and trading strategies, driving progress toward decarbonization goals
- Compensation: The starting base salary for this position is $91,000.00-$104,000.00 in the US. The level of pay within the range will depend on a variety of job-related factors that may include location, role requirements, relevant prior experience and/or education, or particular skills and expertise
- Benefits: This position is eligible for a benefits package that includes medical, dental, vision, 401k, flexible paid time off, and more. Additional information regarding the benefits available for this position can be found here
- Supplemental Pay: This position may be eligible to participate in discretionary bonus programs based on personal, department and company goals
(This compensation and benefits information is based on 3Degree's good faith estimate as of the date of publication and may be modified in the future)
3Degrees is an equal opportunity employer. We are committed to creating an inclusive environment where different perspectives contribute to better solutions. 3Degrees welcomes people regardless of race, color, religion, national origin, gender, gender identity or gender expression, age, sex, pregnancy, marital status, ancestry, disability, military or veteran status, sexual orientation, genetic information, or any other category protected by law.
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