
Portfolio Analysis Expert
4 days ago
A portfolio analysis expert is needed to drive the transformation of financial software for institutional investors. This role involves working closely with cross-functional teams to develop robust portfolio intelligence tools and analytics components.
The ideal candidate will have experience in front-office financial roles, such as investment banking or hedge fund work, and possess exceptional analytical and Excel skills. Strong proficiency in financial modeling and interpreting large datasets is required.
Key responsibilities include collaborating with product and engineering teams to build portfolio intelligence tools, analyzing portfolio- and security-level performance, risk, and attribution, and conducting market, macroeconomic, and security-level research to support client workflows.
Requirements:
- 1–3 years of experience in a front-office financial role
- Exceptional analytical and Excel skills
- Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility
- Excellent communication skills
- Demonstrated interest in financial markets and investment strategies
Preferred qualifications include a Bachelor's or Master's degree from a top-ranked university in Finance, Economics, Engineering, or a related field, and certification such as CFA or FRM.
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