Portfolio Analytics Specialist
4 weeks ago
As a key member of our Portfolio Analytics team, you will be responsible for providing expert support to our sales and consulting teams, as well as our reconciliation team. Your primary focus will be on answering questions related to our Portfolio Analytics products, identifying and responding to client demand for new initiatives and enhancements, and participating in product-focused rotations to gain a deeper understanding of our portfolio management process.
Key Responsibilities:- Provide expert support to sales and consulting teams, as well as reconciliation team, on Portfolio Analytics products
- Identify and respond to client demand for new initiatives and enhancements to analytics solutions
- Participate in product-focused rotations to gain a deeper understanding of portfolio management process
- Develop requirements specifications from business requirements and collaborate with engineering and QA teams to understand the same
- Work with design team to develop Portfolio analytics-related application features
- Collaborate with engineers to fix bugs, test enhancements, and manage releases and client migrations
- Work with Knowledge Management team to help write documentation and internal and external client communications
- Collaborate with Quality Assurance team to ensure ongoing quality of Portfolio Analysis products
- Actively manage and share ideas to improve work processes and output
We are seeking candidates with a strong background in math, science, statistics, engineering, or finance, with a minimum of 0-6 years of experience in portfolio analysis, equity analysis, or fixed income analysis. A bachelor's degree in a related field is required, with an MBA in finance or a master's degree in mathematics, statistics, or finance being a plus.
- Undergraduate degree in math, science, statistics, engineering, or finance
- MBA in finance or master's degree in mathematics, statistics, or finance
- 0-6 years of experience in portfolio analysis, equity analysis, or fixed income analysis
- Articulate communicator with excellent language skills
- Good understanding of financial clients' needs and workflows
- Liaise effectively with engineers and data providers
- Ability to work independently and within a group
- Interest in learning modern technologies and knowledge
- Basic understanding of SDLC and PDLC
- Prominent level of motivation
- Proficiency with Excel
- Open to flexible hours as per business need
We offer a clear career progression path for our Portfolio Analytics Specialists, with opportunities to move up to Senior Product Analyst, Associate Product Specialist, Product Specialist, Senior Product Specialist, Associate Product Manager, Product Manager, and Senior Product Manager.
Multiple rounds of interviews will be conducted to assess your skills and experience.
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