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
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