Analyst, Client Reporting & Portfolio Analytics
Tasks
- Analyze portfolio performance and positions
- Create portfolio position and performance reports
- Develop and improve reporting tools and models
- Generate client ready insights and analytics
- Identify and solve process problems for client service
- Project manage client reporting
- Strategize with client advisors on reporting requests
Perks/Benefits
Skills/Tech-stack
Alpha Beta Separation | Data Analysis | Financial Analysis | Financial economics | Investment research | Market Analysis | Portfolio Management | Project Management | Quantitative Analysis | Reporting | Risk Management
Education
Regions
Countries
States
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