Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Analytics / Investment Research (Alternative Investments)

$110k - $160k

Coda Search│Staffing

Get AI-powered advice on this job and more exclusive features. This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $110,000.00/yr - $160,000.00/yr Our client is a leading, well known, Fund (Buy-Side) based in NYC seeking a Senior Associate to join their growing Portfolio Analytics Team. This individual will be responsible for working with Firms' Data/ Trading Analytics and providing insightful data bases models to support recommendations. Ideal candidate must possess superior Data skills (Python/VBA/SQL), or other data analysis tools with ability to use market data to create market research

RESPONSIBILITIES

Review and analyze portfolio/market data, benchmark performance and risk statistics (advanced Python and Excel) Conduct in-depth analysis of financial market data using Python/SQL, providing actionable recommendations Provide data-driven Insights for Leadership team This role will be responsible for continuously enhancing firm's risk monitoring process Prepare financial models and data using specialized tools; SQL/PYTHON Partner with executive leadership to deliver actionable insights through dashboards and reports, supporting the development of innovative, market-leading solutions Work with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systems Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner Provide various ad hoc data research and analysis as needed. Desired Skills and Experience Bachelor’s Degree required CFA or CFA in progress preferred Advanced Proficiency in PYTHON/SQL Technical knowledge using market data analytics tools (Factset/Bloomberg/IDC etc) and prior experience using CRMs (Salesforce) Outstanding communication skills, proven ability to effectively work with all levels of Management Comfortable working in a fast-paced, dead-line driven dynamic environment Innovative and creative thinker Must be detail oriented Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Research, Information Technology, and Analyst Industries Investment Management, Research Services, and Capital Markets Referrals increase your chances of interviewing at Coda Search│Staffing by 2x Get notified about new Portfolio Specialist jobs in New York City Metropolitan Area . New York, NY $200,000.00-$225,000.00 1 week ago New York City Metropolitan Area $130,000.00-$175,000.00 4 weeks ago New York, NY $200,000.00-$225,000.00 3 weeks ago New York City Metropolitan Area $200,000.00-$300,000.00 1 week ago New York City Metropolitan Area $175,000.00-$250,000.00 3 weeks ago New York, NY $85,900.00-$179,500.00 1 week ago New York, NY $150,000.00-$200,000.00 2 weeks ago Associate/ AVP, Portfolio Manager - Syndicated Loans New York City Metropolitan Area $100,000.00-$140,000.00 2 weeks ago New York, NY $130,000.00-$175,000.00 3 weeks ago New York, NY $250,000.00-$250,000.00 3 weeks ago New York City Metropolitan Area 3 weeks ago New York, NY $180,000.00-$200,000.00 1 week ago New York City Metropolitan Area $127,600.00-$228,500.00 2 weeks ago New York, NY $45,000.00-$55,000.00 1 week ago New York, NY $80,000.00-$95,000.00 2 days ago New York, NY $145,000.00-$185,000.00 6 days ago New York, NY $250,000.00-$250,000.00 2 days ago New York, NY $80,573.00-$107,566.00 2 weeks ago Portfolio Management - Real Estate Private Equity Fund in Midtown New York, NY $75,000.00-$110,000.00 2 weeks ago New York City Metropolitan Area 1 day ago PC&E- Portfolio Operations & Investor Coverage- Analyst / Associate New York, NY $110,000.00-$130,000.00 1 week ago New York City Metropolitan Area $140,000.00-$170,000.00 3 weeks ago New York City Metropolitan Area 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Coda Search│Staffing

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Portfolio Analytics / Investment Research (Alternative Investments) in New York, NY vacancy
  • $140k - $185k

     ...recruitment agency in New York seeks an Alternative Investments Analyst to support investment teams...  ...have a Bachelor’s degree and strong analytical skills, as well as proficiency in Excel...  ...due diligence and assisting with portfolio construction. The role offers an estimated... 
    Suggested

    TEEMA Solutions Group

    New York, NY
    3 days ago
  • $125k - $290k

     ...participate in exciting investment opportunities while...  ...traditional and alternative investments, Goldman...  ...customized multi-asset class portfolios and funds in a...  ...portfolio reporting and analytics. The team has been managing...  ...and Manager Research group within MAS. This... 
    Suggested
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    2 days ago
  • $125k - $250k

    An international investment firm in New York seeks a Vice President to manage alternative investment funds. Responsibilities include fund modeling, portfolio construction, and presenting analyses to...  ...management, and possesses strong analytical and communication skills.... 
    Suggested

    Goldman Sachs Group, Inc.

    New York, NY
    4 days ago
  • A leading global investment firm in New York is seeking a Portfolio Manager to manage alternative investment funds and conduct strategic analyses. This role requires 2-4...  ...years of experience in finance, with strong analytical orientation and excellent communication skills... 
    Suggested

    Goldman Sachs Group, Inc.

    New York, NY
    16 hours ago
  • An investment advisory firm is seeking an Alternative Assets Specialist to support investment and portfolio teams. Responsibilities include evaluating investment...  ..., conducting market research, and monitoring...  ...investments, and solid analytical skills. Proficiency in Excel... 
    Suggested
    Full time

    TEEMA Solutions Group

    New York, NY
    16 hours ago
  • $80k - $95k

     ...offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world,...  ...all asset classes, with global research capabilities and access to...  ...solutions through separately managed portfolios, mutual funds, ETFs, closed‑end... 
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    Imea

    New York, NY
    4 days ago
  • A leading asset management firm in New York is looking for a member of the investment team within Multi-Asset Solutions. This role emphasizes portfolio analytics, specifically research and advice for third-party wealth management. Ideal candidates will have around 10 years... 

    Goldman Sachs

    New York, NY
    1 day ago
  • $125k - $290k

     ...York City is seeking a seasoned professional to join the Portfolio Construction and Manager Research group within Asset & Wealth Management. The ideal...  ...will possess around 10 years of experience in portfolio analytics, focusing on risk analysis and modeling. Responsibilities... 
    Full time

    The Goldman Sachs Group

    New York, NY
    2 days ago
  • $121.2k - $181.8k

    Team Overview: Citi's Portfolio Strategy & Research team sits within the Office of the CIO and serves as the analytical engine behind Citi Wealth's global investment views, asset allocation, and thematic positioning. The team blends macroeconomic research, factor analysis... 
    Full time
    Work at office
    Worldwide

    Citi

    New York, NY
    3 days ago
  • Role Summary As a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management’s Chief Investment Officer Team (Private Bank CIO Team), reporting...  ...income markets; understanding of alternatives and private markets. Strong experience... 
    Bank staff

    TwinThread

    New York, NY
    3 days ago
  • A leading global financial services firm is seeking a Quantitative Research Analyst for its Portfolio Analytics team in New York. Responsibilities include risk modeling, performance attribution, and quantitative research using advanced coding skills. Candidates should... 

    JPMorgan Chase

    New York, NY
    2 days ago
  • $140k - $185k

    A leading investment analytics firm in New York is seeking an Investment Insights Analyst to support investment and portfolio teams. The role involves synthesizing data and research to provide actionable insights for investment decisions. Candidates should possess a relevant... 

    TEEMA Solutions Group

    New York, NY
    16 hours ago
  • $150k - $200k

     ...Title: Associate, Private Credit—Portfolio Management & Manager Research Department: NAM International The...  ...business divisions: Wealth Management, Investment Management, and Wholesale (Global...  ...Credit Team for the Nomura Alternative Income Fund (NAIFX). The candidate... 
    Relocation package

    Nomura Holdings, Inc.

    New York, NY
    3 days ago
  •  ...Vice President, Portfolio Research & Analysis 55ip's Quantitative Research & Development (R&...  ...operational enablement for systematic investment strategies. This role partners closely...  ...and portfolio expertise with hands-on analytical capability and the leadership needed to... 

    Chase

    New York, NY
    16 hours ago
  •  ...Financial Advisors leverage investment data to serve their...  ...shape cutting‑edge portfolio construction and...  ...across Technology, Data & Analytics, Marketing, Sales/...  ...discovery efforts and market research to uncover customer...  ...funds, ETFs, private alternatives, retail SMAs, models,... 

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  • Pinnacle Group is seeking an Investment Associate for their New York City office. This role...  ...involves working closely with external portfolio managers, conducting investment due...  ...strategies. Candidates should have strong analytical and quantitative skills, a bachelor's... 
    Work at office
    Remote work

    Pinnacle Group

    New York, NY
    16 hours ago
  • $250k - $300k

     ...Head of Quantitative Research and Investment Technology Company Overview Soros...  ...income, foreign exchange, and alternative assets. Our teams operate with...  ...strengthening the firm's research, portfolio construction, and risk analytics and front-office technology... 
    Permanent employment
    Work at office

    Soros Fund Management

    New York, NY
    2 days ago
  • $138k - $198k

     ...management experience. The ideal candidate will have data engineering skills and experience in energy markets. You will oversee analytics, portfolio management, and collaborate with cross-functional teams to fulfill Google's sustainability objectives. The position offers a... 

    Google

    New York, NY
    2 days ago
  • $140k - $185k

     ...financial services firm in New York seeks a Capital Analytics Analyst for hybrid work. Candidates will analyze portfolio performance and track capital deployment to...  ...portfolio-wide analytics, supporting critical investment decisions. Compensation ranges from $140,000 to... 

    TEEMA Solutions Group

    New York, NY
    2 days ago
  •  ...Position Overview A prestigious quant investment manager is seeking an analytical and client-focused Investment...  ...clients and family offices to support portfolio customization, investment analysis...  ...cross-functionally with research, trading, operations, and client coverage... 

    WTECH Search

    New York, NY
    3 days ago
  • Our client is a global alternative asset management firm...  ...is seeking a Credit Research Associate to support...  ...of corporate credit investments. This individual will...  ...views, and assist with portfolio management activities...  ...related roles Strong analytical and quantitative... 

    Coda Search│Staffing

    New York, NY
    1 day ago
  • $145k - $165k

    A global financial services group is seeking a Portfolio Performance Monitoring Business Analyst based in New York. The role involves driving portfolio analytics, collaborating with investment teams, and leveraging data for performance optimization. Candidates should have... 

    Macquarie Bank Limited

    New York, NY
    16 hours ago
  • $130k - $260k

     ...institutional investors. Our investment process is driven by...  ...Client Investment Research Analysts play a vital...  ...Alpha Engine, Total Portfolio Strategies, and...  ...client engagements Apply analytical skills, market...  ...on a hybrid schedule alternating between our New York... 
    Contract work

    Bridgewater Associates, LP

    New York, NY
    1 day ago
  • $160k - $200k

    Head of Portfolio Risk & Analytics page is loaded## Head of Portfolio Risk & Analyticslocations:...  ...place to build a fulfilling career.The Investment Research Group (IRG) Head of Portfolio Risk...  ...a traditional path, includes alternative experiences, or doesn’t meet every... 

    Brown Brothers Harriman & Co.

    New York, NY
    4 days ago
  • A leading global financial services firm is seeking a Quantitative Research Analyst to join the Portfolio Analytics team in New York. The ideal candidate will develop proprietary models for asset allocation, risk management, and portfolio construction. Requirements include... 

    J.P. Morgan

    New York, NY
    3 days ago
  • An established U.S.-based investment management firm is seeking an individual for a role that supports...  ...include conducting fundamental research on U.S. listed companies, building financial models, and monitoring portfolio performance. The position also involves investor... 

    Alpha Global Search LLC

    New York, NY
    16 hours ago
  • $120k - $150k

    UBS in New York is seeking a Research Analyst for Global Growth Equity. You will assist in managing portfolios by performing equity research, identifying investment opportunities, and communicating performance metrics to stakeholders. Ideal candidates should have 2-5 years... 
    Full time

    UBS

    New York, NY
    1 day ago
  • $150k - $200k

     ...financial services firm is looking for an Associate in Private Credit to support portfolio management and manager research efforts. The ideal candidate will have 2-4 years of investment management experience and strong quantitative skills. Responsibilities include conducting... 

    Nomura Holdings, Inc.

    New York, NY
    3 days ago
  • Quantitative Equity Researcher — Vice President New York...  ...to make informed investment decisions and drive our...  ...modeling and portfolio construction with modern...  ...from traditional and alternative datasets and enhance...  ...infrastructure and reusable analytics; SQL proficiency for... 
    Work at office

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  • $125k - $250k

    A leading asset management firm in New York is seeking a candidate for the Client Portfolio Management team focused on QIS Liquid Alternatives. This role involves engaging with clients, developing product strategies, and leveraging quantitative expertise to drive growth... 

    Goldman Sachs

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Analytics / Investment Research (Alternative Investments). Be the first to apply!