Senior Analyst, Portfolio Analytics
Tasks
- Build and update fund models
- Communicate with stakeholders
- Compile investment cash flows
- Coordinate deliverables with teams
- Identify trends and variances
- Implement process improvements
- Lead responses for due diligence
- Perform financial analyses for projects
- Review analysis and reports
- Support analytical reporting processes
Perks/Benefits
- 401k matching
- Cell reimbursement
- Flexible spending account
- Health savings account
- Maternity leave
- Medical/Dental/Vision
- Paid Holidays
- Paid time off
- Parental leave
- Team events
Skills/Tech-stack
Asset Management | Data Analysis | Excel | Financial Modeling | Financial statements | Fund analysis | PowerPoint | Real Estate | Real estate investment | Reporting | Stakeholder Communication
Education
Bachelor of Business | Bachelor of Commerce | Bachelor of Economics | Bachelor of Finance | Bachelor of Science
Roles
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