Senior Associate, Portfolio Analytics
Tasks
- Facilitate governance meetings
- Identify process gaps and recommend improvements
- Improve documentation and knowledge sharing
- Lead third-party vendor oversight
- Manage vendor queries and issue resolution
- Manage vendor related risks and controls
- Partner with technology and data teams
- Perform targeted quality reviews with sampling
- Review engagement data and identify trends
- Support workflow automation and system integration
- Validate and reconcile data for quality
Perks/Benefits
- Health insurance
- Hybrid work arrangement
- Paid time off
- Remote workdays per quarter
- Retirement benefits
- Wellness programs
Skills/Tech-stack
Capital IQ | Cash Flow | Cash flow analysis | Data Governance | Data Quality | Data Validation | EFront | Financial Statement Analysis | Flow analysis | Pitchbook | Power Automate | Process Improvement | Quality Control | Reconciliation | Risk Management | S and P | S and P Capital IQ | SharePoint | Statement Analysis | Workflow automation
Regions
Countries
States
Cities
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