Associate, PE SMA Portfolio Analytics
Tasks
- Analyze portfolio trends and provide insights
- Automate processes and improve data infrastructure
- Build cash flow and NAV forecasting models
- Collaborate with investment, operations, and data teams
- Develop portfolio analytics to support portfolio construction
- Maintain analytical tools and models for historical performance
- Monitor deployment pacing against investment guidelines
- Oversee data integrity for performance and NAV
- Perform benchmarking and performance attribution analysis
- Support monthly quarterly and ad hoc client reporting
- Support special projects to scale SMA platform
Perks/Benefits
Skills/Tech-stack
Data Modeling | Database Management | Excel | Financial Modeling | Forecasting | Performance attribution | Portfolio analytics | PowerPoint | Predictive Analytics | Risk Management | Stress Testing
Regions
Countries
States
Cities
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