Associate, Portfolio Analytics
Tasks
- Analyze and evaluate processes for efficiency
- Build internal dashboards
- Develop portfolio data reporting enhancements
- Maintain performance reports suite
- Manage performance reporting system
- Monitor cash flow asset allocation performance risk metrics
- Optimize data integration across platforms
- Oversee Addepar platform functionality
- Research and answer performance questions
- Support online client experience for portfolio understanding
Perks/Benefits
- N/A
Skills/Tech-stack
Asset allocation | Cash Flow | Cash flow analysis | Dashboarding | Data Analysis | Data Visualization | Data integration | Flow analysis | Investment Management | Investment operations | Performance reporting | Portfolio construction | Risk Metrics
Education
Regions
Countries
States
Cities
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