Analyst, Client Reporting & Portfolio Analytics
Tasks
- Apply investment methodology to deliver reporting outcomes
- Collaborate with client advisors and research teams
- Create client ready position and performance reports
- Develop and automate analytics tools and models
- Generate portfolio insights
- Perform financial data analysis
- Project manage client reporting requests
Perks/Benefits
Skills/Tech-stack
Data Analysis | Financial Analysis | Investing | Portfolio Management | Quantitative modeling | Reporting | Risk Management
Regions
Countries
States
Related jobs
-
Expert Quantitative Analyst USD 129K-207KCPUC Avoided Cost Calculator | Cost-Effectiveness Analysis | Cost-effectiveness | Data Analysis | Data ScienceDiscretionary incentive compensation programs | Hybrid workSenior-level Full TimeOakland, CA, US, 9461212h ago
-
Business Intelligence | Data Analysis | Data Automation | Data Visualization | Excel401k | Dental insurance | Medical insurance | Paid sick hours | Vision insuranceMid-level Contract Full TimeRidgefield Park, NJ, United States12h ago
-
Access Management | Cause analysis | Dashboards | Data Dictionary | Data Management401k employer contribution | Commuter benefits | Fitness reimbursement | Medical/Dental/Vision insurance | Paid time offMid-level Full TimeSan Francisco, California, United States15h ago
-
Power & Load Optimization Trader USD 217K-329KCongestion Management | Day Ahead | Day Ahead Markets | Demand response | ERCOT401k employer contribution | Cell phone internet reimbursement | Company Paid Team Events | Family planning support | Food stipendMid-level Full TimeUnited States R16h ago
-
Machine Learning Co-Op (Summer 2026) USD 96K-180KDAX | Data Analysis | Data Visualization | Deep learning | GitMid-level Full TimeCanton, OH, United States19h ago
-
Collections Analyst USD 44K-54KAccounts Receivable | Automation rules | Cash Flow | Cash Flow Forecasting | Credit AnalysisMid-level Full TimeCharlotte, NC, United States20h ago
-
Customer Service | Data Analysis | Data Reconciliation | Data entry | Database ManagementDental insurance | Employee assistance program | Life insurance | Medical insurance | Short-term disabilityEntry-level Full TimeBuffalo, NY, United States20h ago
-
Data Analyst Supporting the USMS USD 62K-83KCustomer Service | Data Analysis | Data Reconciliation | Data entry | Database ManagementDental insurance | Employee assistance program | Medical insurance | Short-term disability | Term life insuranceEntry-level Full TimeBuffalo, NY, United States20h ago
-
Business Process Analyst USD 140K-175KAI Agents | Artificial Intelligence | Azure DevOps | Business Process | Business process improvementFlexible working model | Health and wellness benefits | Learning and development programs | Work-life balanceNone Full TimeSouth Jordan, Utah21h ago
-
Demand Planning Data Analyst USD 46K-52KAI tools | Data Analysis | Data Visualization | Demand Planning | ExcelMid-level Full TimeLiverpool, NY, United States22h ago
-
Department Data Analyst, Radiation Oncology USD 50K-50KCompliance Monitoring | Data Analysis | Data Management | Data Reconciliation | Data WarehousePaid parental leave | Paid time off | Public service loan forgiveness | Tuition reimbursement | Wellness programsMid-level Full TimeTexas-Dallas-5323 Harry Hines Blvd23h ago
-
Staff Engineering Analyst, AI Safety USD 189K-274KData Analysis | Data Science | Fine Tuning | Language Models | Language ProcessingSenior-level Full TimeSunnyvale, CA, USA1d ago
-
Data Quality Analyst USD 60K-74KAnomaly Detection | Dash | Dashboards | Data Analysis | Data QualityEntry-level Full TimeNew York City, NY, United States1d ago
-
Data Analyst with Life Science Experience USD 80K-100KCause analysis | Data Mapping | Data Quality | Data Visualization | Data profilingHybrid workMid-level Full TimeSouth San Francisco, CA, United States1d ago
-
Quantitative Research Analyst USD 150K-300KC++ | Data Analysis | Python | R | Regression401k | Dental insurance | Health insuranceEntry-level Full TimeRadnor, PA1d ago
-
Senior-level Full TimeArlington, VA1d ago
-
Analytics | Data Analysis | Data analytics | Python | SQLRemote work options | Travel up to 20 percent | Work anywhereMid-level Full TimeMassachusetts - Boston1d ago
-
Data Analyst USD 50K-115KData Analysis | Data Authenticity | Data Integrity | Data Quality | Data RelevancyGovernment background investigation support | On-site work flexibility | Secret clearance sponsorshipMid-level Full TimeEl Paso, TX, United States1d ago
-
Agile | Benefit Analysis | Business Process | Business Process Management | Business case401k match | Business Casual Attire | Company pension plan | Life insurance | Long-term disabilityMid-level Full TimeArizona - Scottsdale, 18700 North Hayden …1d ago
-
Systems and Data Analyst (Mid-Level or Senior) USD 96K-173KAgile | Blue Yonder | Blue Yonder TMS | Business Requirements | Carrier collaborationMid-level Full TimeUSA - Everett, WA, United States1d ago
-
Data Analyst USD 21K-80KData Migration | Data Modeling | Data Wrangling | Database Views | ETLExempt position | Part-timeMid-level Full TimeTimonium, MD, USA1d ago
-
Acceptance Testing | Business Requirements | Change Management | Dashboarding | Data AnalysisMid-level Full TimeColumbus Campus, United States1d ago
-
Data Analyst USD 85K-85KBusiness Continuity | Business Intelligence | Cloud Platforms | Data Analysis | Data BackupEmployee benefit allowance | Paid Holidays | Paid sick leave | Paid vacationMid-level Full TimeOklahoma City - 3115 N Lincoln …1d ago
-
Senior Data Analyst USD 113K-155KAzure | BigQuery | Data Analysis | Data Governance | Data ModelingSenior-level Full Time(USA) Change Building AR Bentonville Home …1d ago
-
Senior Data Analyst USD 80K-155KAccess Management | Business Rules | Dashboard | Data Analysis | Data GovernanceSenior-level Full Time(USA) Sparky Building AR Bentonville Home …1d ago