Associate, Portfolio Analytics
New York, NY - PARK, United States
USD 100K-120K Mid-level Full Time
Tasks
- Analyze quarterly investment report valuations
- Analyze valuation changes drivers
- Assist portfolio monitoring
- Calculate performance returns
- Prepare quarterly investor reports with schedules
- Prepare support for quarterly investor reports
- Process investment amendments and consents
- Provide data for investor presentations and fundraising
Perks/Benefits
- 401k match
- Commuter benefits
- Dental insurance
- Disability insurance
- Education sponsorship program
- Employee assistance program
- Financial wellness program
- Flexible savings accounts
- HSA employer contribution
- Health insurance
- Life insurance
- Mindfulness and Wellbeing App
- New parent leave
- Reproductive and adoption assistance
- Vision insurance
Skills/Tech-stack
Financial Analysis | Financial Modeling | Fund Reporting | Investment Analysis | Microsoft Excel | Microsoft Word | Partnership accounting | Performance Metrics | Quarterly Reporting | Reporting | Valuation
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
Regions
Countries
States
Cities
Related jobs
-
Fulfillment Associate USD 34K-34KBasic computer | Basic computer skills | Computer Skills | Inventory Management | Inventory RecordsOn-the-job training | Overtime availabilityMid-level Full TimeEaston, Pennsylvania, United States13h ago
-
Barcode Scanning | Customer Service | Inventory Management | Microsoft Excel | Order fulfillment401k match | Colleague resource groups | Continuous learning | Employee assistance program | Health and wellness coverageEntry-level Full TimeWilmington, DE, United States3d ago
-
Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate USD 100K-170KC# | C++ | Excel | Financial Analysis | Financial marketsMid-level Full TimeNew York, NY, United States3d ago
-
Associate Data Scientist USD 106K-170KComputer Vision | Data Analysis | Data Mining | Data Visualization | Google BigQueryMid-level Full TimeSTORE SUPPORT CENTER, ATLANTA - 9090, …5d ago
-
Associate Director, US Consumer Analytics USD 148K-214KA/B | A/B Testing | Analytics | Attribution | Attribution ModelingHealth and wellbeing benefits | Parental leave | Wellness programsMid-level Full TimeCambridge, United States5d ago
-
Associate Data Analyst USD 85K-115KAPI | API Driven Pipelines | API-driven | Dashboard Development | Data ModelingMid-level Full TimeUSA - Long Beach, CA, United …6d ago
-
AI-enabled | AI-enabled tools | AUM reporting | Assumption development | BudgetingComprehensive employee benefits | Professional developmentMid-level Full Time1633 Broadway- NY, United States6d ago
-
Exception Handling | Operating procedures | Performance Metrics | Process Improvement | Service LevelMid-level Full TimeMiddlesex, New Jersey, United States6d ago
-
Associate Data Manager, Clinical Data Sciences USD 68K-114KClinical data | Clinical data management | Clinical study | Clinical study database design | Data Capture401k plan | Caregiver leave | Dental insurance | Health insurance | Hybrid workMid-level Full TimeUSA - NY - Headquarters, United …7d ago
-
Business Analytics Associate USD 42K-88KAS400 | Benefit management | Data Analysis | Database Management | Financial ModelingDental coverage | Medical coverage | Paid time off | Retirement savings options | Vision coverageMid-level Full TimeWork At Home-Illinois, United States7d ago
-
Associate Actuary, Analytics/Forecasting USD 106K-147KCause analysis | Data Analysis | Data Integrity | Excel | Forecasting401k retirement savings | Life insurance | Long-term disability | Medical, dental, and vision benefits | Paid parental leaveMid-level Full TimeRemote US, United States R7d ago
-
Customer Contact Analytics Associate USD 59K-89KCall Center | Call center operations | Data Analysis | Excel | Microsoft 365Mid-level Full TimeNewark, NJ, US, 071018d ago
-
Part Time - Fulfillment Associate - Flexible USD 32K-34KCustomer Service | Forklift | Inventory Management | Microsoft Excel | Order pickerMid-level Part TimeSan Antonio, TX 2480, United States8d ago
-
Accounting | Business Intelligence | Business Process | Business process improvement | Dashboard Development457(b) retirement plan | Dental insurance | Health insurance | Life long pension | PTOEntry-level Full TimeDEN AOB Lvl 07, United States R8d ago
-
Fulfillment Center Associate USD 46K-52KBasic math | English communication | Inventory Management | Microsoft Excel | Microsoft OfficeCareer growth opportunities | Coaching and training | Company-paid health insurance | Paid time offEntry-level Full TimeUnit C, 220 W Campus Drive, …8d ago
-
Fulfillment Associate USD 55K-70KDHL) | Data entry | Desktop computing | FedEx | Inventory Management401k match | Family support programs | Hybrid work eligibility | Paid Holidays | Paid caregiver leaveEntry-level Full TimeTampa, FL, United States R11d ago
-
Associate Manager, Commercial Operations & Analytics USD 90K-110KBusiness Intelligence | Commercial Analytics | Data Management | Data Visualization | Microsoft Excel401k match | AD and D insurance | Charitable donation match | Company holidays | Dental insuranceMid-level Full TimeDurham, North Carolina12d ago
-
Lead Fulfillment Associate USD 38K-38KCustomer Service | Equipment maintenance | Inventory Management | Inventory control | Microsoft ExcelSenior-level Full TimeYaamava Resort & Casino, United States12d ago
-
Fulfillment Associate - Seasonal USD 32K-36KLogistics | Microsoft Excel | Microsoft Outlook | Microsoft Word | Order processing401k retirement plan | Career advancement opportunities | Dental insurance | Employee discount | Flexible spending accountEntry-level Full TimeNew York, New York, United States12d ago
-
Associate Registrar for Systems and Analytics USD 60K-95KAutomation | Business Process | Business Process Management | Data Governance | Data IntegrityFlexible hours | Health benefits | Hybrid work | Remote work opportunities | Retirement savingsMid-level Full TimeMain Campus - Boston, MA, United …13d ago
-
Lead Fulfillment Associate (Tier 3), OMA2 USD 46K-46KAdvance Ship Notices | Cause analysis | Dashboards | Data Analysis | ICQA401k matching | Employee Assistance Program (EAP) | Medical Advice Line | Mental health supportMid-level Full TimeNiagara Falls, New York, USA13d ago
-
Enrollment Services Associate USD 50K-58KAnalytical Thinking | Compliance Management | Customer Relationship Management | Customer Service | Customer relationshipEntry-level Full TimeSacramento, California, United States13d ago
-
Associate Director, Brand Analytics USD 145K-195KAlteryx | Campaign Effectiveness | Customer Segmentation | Dashboarding | Data Visualization401 K | Dental insurance | Life insurance | Medical insurance | Paid time offMid-level Full TimeRemote (US), United States R14d ago
-
Analytics & Insights Associate USD 68K-116KCompetitive Analysis | Data Analysis | Data Visualization | Demand forecasting | Market assessmentEntry-level Full TimeChicago, IL 60607, United States15d ago
-
Quantitative Analytics Associate USD 69K-105KData Leakage Prevention | Data Visualization | Data Wrangling | Data leakage | Leakage preventionFlexible work optionsMid-level Full Time4900 Tiedeman Road, Brooklyn, OH, United … R15d ago