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Financial Analyst for Institutional Clients
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We are seeking a skilled Portfolio Intelligence Analyst to join our team. This is a unique opportunity to work with cross-functional teams to build robust portfolio intelligence tools and analytics components.
As a Portfolio Intelligence Analyst, you will analyze portfolio- and security-level performance, risk, and attribution. You will also decompose returns to identify key drivers of alpha, beta, and idiosyncratic outcomes.
In this role, you will conduct market, macroeconomic, and security-level research to support client workflows and product insights. You will validate, interpret, and clearly communicate financial metrics to both internal stakeholders and clients.
- Key Responsibilities:
- Collaborate with cross-functional teams to build portfolio intelligence tools and analytics components
- Analyze portfolio- and security-level performance, risk, and attribution
- Decompose returns to identify key drivers of alpha, beta, and idiosyncratic outcomes
- Conduct market, macroeconomic, and security-level research to support client workflows and product insights
- Validate, interpret, and clearly communicate financial metrics to both internal stakeholders and clients
- A minimum of 1–3 years of experience in a front-office financial role (investment banking, hedge fund, asset management, or similar)
- Exceptional analytical and Excel skills, with strong proficiency in financial modeling and interpreting large datasets
- A deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility
- Excellent communication skills with institutional clients, including portfolio managers, analysts, CIOs, and risk managers
- Demonstrated interest in financial markets, investment strategies, and institutional workflows
- Familiarity with institutional investment processes, research platforms, and financial data tools