Portfolio Management Analytics Analyst (San Antonio, TX)
San Antonio, TX, United States
USD 125K-130K (estimate) Mid-level Full Time
Tasks
- Assess artificial intelligence use cases
- Collaborate across investment finance and operations teams
- Coordinate forecasting deliverables
- Create dashboards and reporting tools
- Design build and maintain Excel financial models
- Develop management reporting solutions using Power BI
- Develop scalable analytics solutions
- Identify workflow improvements and automation opportunities
- Lead quarterly reforecast process
- Perform financial and portfolio analysis
- Produce ad hoc sensitivity and scenario modeling
- Support investor inquiries and special projects
- Support model governance documentation testing version control quality assurance
- Translate analytics into actionable insights
Perks/Benefits
- 401k
- Business casual dress attire
- Educational assistance
- Medical, dental, and vision plans
- Professional designation assistance
Skills/Tech-stack
Automation | DAX | Data Management | Data Modeling | Data Transformation | Data Visualization | Excel | Financial Modeling | Forecasting | Performance attribution | Portfolio analytics | Power BI | Power Query | Scenario Analysis | Sensitivity Analysis | VBA | Version control
Education
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