Associate, Portfolio Analytics & Reporting, PFS

Tasks

• Analyze key performance and investment metrics
• Assist operational due diligence for investors
• Coordinate with investor relations compliance and operations
• Create update client portfolio reports
• Deliver custom requests for clients and product launches
• Ensure performance reporting accuracy
• Maintain integrity of performance databases
• Monitor investment portfolio performance
• Prepare investor data requests

Perks/Benefits

• Education reimbursement
• Family support programs
• Flexible time off
• Retirement benefits
• Work from home hybrid schedule

Skills/Tech-stack

Accounting | Credit Markets | Excel | Finance | Financial markets | Performance reporting | Portfolio Performance Reporting | Portfolio performance | Python | Risk Metrics | SQL