VP, Hybrid Portfolio Analytics & Strategic Reporting

DFO Referrals; Westport (CT); On-site; USD 243,000 - 405,000; Full time

Benefits offered by this job

100% company paid medical premiums

Hybrid work environment

Gym reimbursement

Generous PTO offering

401(k) match program

Monthly community happy hours

Job summary

The Dalio Family Office (DFO) invites a strategic VP, Portfolio Analytics & Reporting to design and lead performance, risk, and portfolio construction narratives across public markets, private equity, venture capital, real estate, and alternatives. You will build automated pipelines and governance with direct visibility to the Board and senior leadership.

This senior-builder role requires deep investment analytics expertise, executive presence, and a hands-on mindset to scale systems while

Qualifications

• 7+ years of progressive experience in investment performance reporting or related field at institutional asset owner, asset manager, hedge fund, or fund administrator.
• Production-quality Python and demonstrable experience building automated data pipelines, calculation engines, and reporting systems.
• Experience with multi-custodian data environments and complex automated data pipelines.
• Familiarity with GIPS 2020 and CFA Institute Standards of Professional Conduct.

Responsibilities

• Own and maintain the institution's investment position and performance reporting methodology and governance documentation across public and private investments.
• Oversee daily, monthly, and quarterly position and performance reporting across all asset classes and strategies, ensuring accuracy and timely delivery.
• Maintain automated data pipelines, calculation engines, validation frameworks, and report generation workflows with a version-controlled Python codebase.
• Own the attribution framework for public market strategies and private markets reporting across asset classes and strategy types.
• Manage private markets cash flow and commitment reporting and collaborate with the privates team for consolidated reporting.

Skills

Investment performance reporting

Executive presence

Data storytelling

Education

Bachelor's degree in finance, mathematics, computer science, or related field

CFA/CIPM designation preferred

Tools

Python

Job description

The Dalio Family Office (DFO) invites a strategic VP, Portfolio Analytics & Reporting to design and lead performance, risk, and portfolio construction narratives across public markets, private equity, venture capital, real estate, and alternatives. You will build automated pipelines and governance with direct visibility to the Board and senior leadership.

This senior-builder role requires deep investment analytics expertise, executive presence, and a hands-on mindset to scale systems while