Portfolio Analytics Strategy Senior Associate
Full-time
Social Capital Resources
Top-Tier Investment Management Firm in Midtown, Manhattan is seeking a Portfolio Analytics Strategy Senior Associate position!
Senior Associate, Portfolio Analytics
An established investment management firm in New York City is seeking a Senior Associate to support portfolio analysis and investment strategy initiatives. This individual will work with investment professionals and business partners to evaluate portfolio results, assess risk, and translate investment data into useful insights.
Responsibilities:
- Analyze equity portfolios to identify performance drivers, portfolio positioning, risk exposures, and relevant market developments.
- Evaluate returns, attribution, factor exposures, and portfolio characteristics against benchmarks and comparable investment strategies.
- Partner with portfolio managers to provide analysis that supports investment discussions and portfolio construction.
- Build and improve analytical models, reporting tools, and dashboards across investment strategies and vehicles.
- Develop expertise in assigned portfolios, including their investment approach, holdings, constraints, and sources of risk and return.
- Prepare clear presentations and analytical materials for investment teams, client-facing professionals, and senior stakeholders.
- Contribute research and analysis to product initiatives, investor reporting, and competitive assessments.
- Work with colleagues across analytics, risk, and performance reporting to maintain consistent methodologies and accurate data.
- Identify opportunities to automate recurring analysis and improve reporting processes.
Qualifications:
- Bachelor’s degree.
- 3+ years of relevant experience in portfolio analytics, investment performance, equity research, investment risk, or a related field.
- Experience within an investment management firm preferred.
- Familiarity with investment research, portfolio analysis, and market data platforms.
- Working knowledge of Python, SQL, evestment, Morningstar, Factset, Bloomberg, and Advanced Excel
- Strong analytical skills and an understanding of performance attribution, portfolio risk, and equity investing.
- Ability to translate complex investment data into clear findings and practical recommendations.
- Strong communication skills, attention to detail, and the ability to manage projects independently while collaborating across teams.
Vacancy posted 23 hours ago
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