Portfolio Analytics Specialist

Job Summary

Leading onboarding and implementation projects, the full-time Portfolio Analytics Specialist will work directly with hedge funds and asset managers to solve complex portfolio analytics challenges while collaborating with cross-functional teams in a remote or onsite capacity.

Key responsibilities

• Lead onboarding and implementation projects for clients using the portfolio intelligence platform
• Partner with portfolio managers and analysts to understand workflows and analytical requirements
• Collaborate with product, engineering, and data science teams to enhance analytics workflows and platform capabilities

Required qualifications

• 2-5 years of experience in a highly analytical, client-facing role within financial services or fintech
• Bachelor's or Master's degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
• Strong project ownership skills and ability to manage initiatives independently
• Familiarity with portfolio analytics concepts and financial metrics
• Experience with Excel and analytical tools; familiarity with financial platforms is a plus