VP of Portfolio Analytics & Insights

Dalio-Family-Office; New York (NY); Hybrid; USD 300,000 - 405,000; Full time

Benefits offered by this job

100% company paid medical premiums

Hybrid work environment

Gym reimbursement

Generous PTO

401(k) match up to 150%

Free catered food on in‑office days

Friday summer hours

Monthly community happy hours

Casual dress code

Job summary

The Dalio Family Office seeks a senior leader to define how the organization measures and communicates portfolio performance across public and private markets. The role builds a world‑class analytics function with direct visibility to the Board and senior leadership, shaping performance, risk, and portfolio construction for years ahead.

Expect hands‑on governance, automation, and scalable reporting. Regular in‑office presence is required as the team integrates data from multiple partners and

Qualifications

• 7+ years of progressive experience in investment performance reporting.
• 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.
• Bachelor's degree in finance, mathematics, computer science, or a related field.
• Ability to travel internationally approximately 10% of the time.
• Preferred qualifications include CFA CIPM designation and prior experience at a family office or similarly complex institutional asset owner.

Responsibilities

• Own and maintain 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.
• Maintain automated data pipelines, calculation engines, validation frameworks, and report generation workflows.
• Own the attribution framework for public market strategies and private markets reporting across asset classes.
• Manage data collection and reporting with partners and the privates team across funds and co-investments.
• Oversee private markets cash flow and commitment reporting and recallable capital.
• Oversee data partnerships with third-party providers and AI integration initiatives.
• Integrate private markets data into total-portfolio analytics including liquidity forecasting and risk monitoring.
• Support the Valuation Committee with private asset valuation reviews and CFA/GIPS alignment.

Skills

Investment reporting

Data pipelines

Executive communication

Python

Education

Bachelor’s degree

Tools

Python

Job description

The Dalio Family Office seeks a senior leader to define how the organization measures and communicates portfolio performance across public and private markets. The role builds a world‑class analytics function with direct visibility to the Board and senior leadership, shaping performance, risk, and portfolio construction for years ahead.

Expect hands‑on governance, automation, and scalable reporting. Regular in‑office presence is required as the team integrates data from multiple partners and