Analyst, Portfolio Analytics & Reporting
LA3-2951 28th Street, Suite 1000, Santa Monica, United States
R
USD 80K-105K Mid-level Full Time
Tasks
- Coordinate with investor relations compliance and operations for client requests
- Create and update client portfolio reports
- Maintain data quality and reporting accuracy
- Monitor and analyze investment performance
- Prepare investor data requests and performance queries
- Support operational due diligence for investors
- Track portfolio and fund risk metrics
Perks/Benefits
Skills/Tech-stack
Client Reporting | Data Management | Database Integrity | Excel | Financial Analysis | Performance reporting | Python | Risk Metrics | SQL
Education
Bachelor of Arts | Bachelor of Business Administration | Bachelor of Engineering | Bachelor of Science
Roles
Regions
Countries
States
Cities
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