Senior Analyst, Portfolio Analytics
Tasks
- Analyze portfolio metrics
- Automate analytical dashboards
- Compile investment financial information
- Coordinate deliverables with asset and portfolio management teams
- Create KPI reporting for client strategies
- Develop marketing and investor reports
- Support due diligence questionnaires
Perks/Benefits
- 401k match
- Cell phone reimbursement
- Flexible spending account
- Health savings account
- Maternity leave
- Medical, dental & vision coverage
- Paid Holidays
- Paid time off
- Parental leave
- Team events
- Wellbeing program
Skills/Tech-stack
Big Data | Dashboard automation | Data Visualization | Excel | Financial Analysis | Financial Modeling | KPI Reporting | Portfolio analytics | PowerPoint | Tableau
Regions
Countries
States
Cities
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