
Portfolio Intelligence Specialist
1 day ago
A portfolio intelligence platform is being utilized by institutional investors to analyze performance and risk.
We are seeking a financial analyst who desires to drive transformation in the tools relied upon by institutional investors. This individual will work directly with product, engineering, and data science teams to shape financial software that provides real insights for investors.
Main Responsibilities:- Collaborate with cross-functional teams to build robust 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 stakeholders.
- 1–3 years of experience in a front-office financial role (investment banking, hedge fund, asset management).
- Exceptional analytical and Excel skills, with strong proficiency in financial modeling and interpreting large datasets.
- Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility.
- Excellent communication skills, with ability to distill complex analysis into clear insights.
- Demonstrated interest in financial markets, investment strategies, and institutional workflows.
- Self-starter with ability to work independently in a fast-paced environment.
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Portfolio Analytics Expert
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