Associate, Portfolio Analytics
Tasks
- Analyze quarterly investment report valuations
- Analyze valuation changes drivers
- Assist portfolio monitoring
- Calculate performance returns
- Prepare quarterly investor reports with schedules
- Prepare support for quarterly investor reports
- Process investment amendments and consents
- Provide data for investor presentations and fundraising
Perks/Benefits
- 401k match
- Commuter benefits
- Dental insurance
- Disability insurance
- Education sponsorship program
- Employee assistance program
- Financial wellness program
- Flexible savings accounts
- HSA employer contribution
- Health insurance
- Life insurance
- Mindfulness and Wellbeing App
- New parent leave
- Reproductive and adoption assistance
- Vision insurance
Skills/Tech-stack
Financial Analysis | Financial Modeling | Fund Reporting | Investment Analysis | Microsoft Excel | Microsoft Word | Partnership accounting | Performance Metrics | Quarterly Reporting | Reporting | Valuation
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
Regions
Countries
States
Cities
Related jobs
-
Associate, Client Coverage I USD 52K-90KBusiness Development | Customer Relationship Management | Customer relationship | Data analytics | Data entryFlexible work resources | Paid leave | Paid volunteer time | Wellbeing programsMid-level Full TimeLake Mary, FL, United States1d ago
-
Analytics Solution Associate USD 135K-200KAI | Alteryx | Anomaly Detection | Excel | Generative AIBackup childcare | Financial coaching | Health care coverage | Mental health support | On-site health and wellness centersMid-level Full TimeWilmington, DE, United States1d ago
-
Account targeting | Data Analysis | Field Sales | Field Sales Analytics | HCP Targeting401k | Long-term incentive programs | Medical/Dental/Vision insurance | Paid time offMid-level Full TimeFlorham Park, NJ, United States1d ago
-
Account targeting | Business Analytics | Excel | Financial Analysis | HCP Targeting401k | Dental insurance | Health insurance | Long-term incentive program | Paid time offMid-level Full TimeMettawa, IL, United States1d ago
-
Associate Data Engineer USD 71K-102KCI/CD | Data Warehouse | Data integration | Database Backup | Database RestoreMid-level Full TimeBrookfield, WI, 53005, US1d ago
-
Cash handling | Customer Service | Drive Up | Food safety | Inventory ManagementEmployee discounts | Flexible schedule | Training providedSenior-level Full Time1288 Camino Del Rio N, San …2d ago
-
Business Strategy | Competitive Analysis | Data Analysis | Due Diligence | Financial ModelingHybrid work | Remote work daysMid-level Full TimeNew York City4d ago
-
Calibration | Clinical workflow | Device troubleshooting | Internet applications | Intraoperative TechnologiesTravelMid-level Full TimeHouston, Texas, United States5d ago
-
Associate Scientist III, Process Analytical Sciences USD 82K-114KAEX | Anomaly Detection | CE-SDS | CGMP | CIEFMid-level Full TimeUS - New Haven - CT, …6d ago
-
Order Fulfillment Team Member USD 42K-44KBasic mathematics | Food safety | Forklift operation | Inventory control | Material Handling401k match | Company holidays | Flexible work environment | Healthcare benefits | Learning and developmentEntry-level Full TimeSan Diego, CA, United States6d ago
-
Custom Order Fulfillment USD 37K-39KManagement System | Microsoft Excel | Microsoft Outlook | Microsoft Word | Packing401k plan | Employee discounts | Employee emergency grants | Holidays | Medical, dental, vision plansEntry-level Full TimeAberdeen, MD, United States7d ago
-
AI Tooling | Data Analysis | Data Modeling | Machine Learning | Microsoft ExcelHybrid workMid-level Full Time750 Seventh Ave- NY, United States8d ago
-
Analytics & Insights Associate Analyst USD 57K-68KData Accuracy | Data Automation | Data Modeling | Data Visualization | Data reporting401k participation | Dental insurance | Disability insurance | Health insurance | Life insuranceEntry-level Full TimeMinneapolis, MN, United States8d ago
-
CRM Integration | Data Governance | Data Visualization | Data dashboarding | Microsoft ExcelWork evenings and weekendsMid-level Full TimeEaston, PA9d ago
-
Data Analysis | Financial Modeling | Machine Learning | Python | Quantitative Finance401k match | Employee stock purchase plan | Medical, dental, and vision insurance | Onsite cafeteria | Onsite fitness centerMid-level Full TimeUSA-BOS100-Boston, United States9d ago
-
Associate Director, Payer Analytics USD 169K-253KAccess Analytics | Analytics QA | Dashboards | Data Quality | Data analytics401k match | Accidental death and dismemberment insurance | Basic life insurance | Comprehensive medical, dental, vision | Flexible time offMid-level Full TimePrinceton, United States10d ago
-
Exception management | Performance Metrics | Process Improvement | Returns Management | SLA managementMid-level Full TimeHouston, Texas, United States11d ago
-
Cross-Functional Collaboration | Cross-functional | Exception management | Functional collaboration | Performance MetricsMid-level Full TimeCarol Stream, Illinois, United States11d ago
-
Chain management | Exception Handling | Logistics | Operating procedures | Performance MetricsMid-level Full TimeBuford, Georgia, United States11d ago
-
Associate Data Scientist USD 98K-141KData Analysis | Data Mining | Data Visualization | Google BigQuery | Language ProcessingMid-level Full TimeSTORE SUPPORT CENTER, ATLANTA - 9090, …12d ago
-
Associate Data Scientist - Space Intelligence USD 98K-141KComputer Vision | Data Analysis | Data Mining | Data Visualization | Google BigQueryMid-level Full TimeSTORE SUPPORT CENTER, ATLANTA - 9090, …13d ago
-
Fulfillment Operator I USD 32K-36KForklift operation | Labeling | Microsoft Excel | Microsoft Outlook | Microsoft WordEntry-level Full TimeJeffersonville, Ohio, United States14d ago
-
Enrollment Services Associate USD 58KConflict Resolution | Customer Relationship Management | Customer Service | Customer relationship | Data AnalysisEntry-level Full TimeVisalia, California, United States14d ago
-
Cohort Analysis | Cross-Functional Collaboration | Cross-functional | Data Analysis | Elasticity analysisMid-level Full TimeRichmond Campus14d ago
-
Case Rates | Claims data | DRGs | Dashboards | Data AnalysisDental insurance | Medical insurance | Vision insurance | Wellness programsMid-level Full TimeChicago - 550 Van Buren, United … R15d ago