Portfolio Analytics / Investment Research (Alternative Investments)
$110k - $160kCoda 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$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...SuggestedFull timeTemporary workPart time- ...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
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...services firm providing a wide range of investment banking, securities, investment... ...culture.Position SummaryThe Institutional Portfolio & Risk Analytics team at Morgan Stanley Wealth... ...portfolio construction, multi-asset research, or institutional reporting.Deep understanding...Temporary workWork experience placementWork at officeWorldwide$160k - $250k
Portfolio ResearcherAbout MillenniumMillennium is a global, diversified alternative investment firm, founded in 1989. Defined by evolution, innovation... ...to strengthen portfolio analytics, support investment... ...workflow efficiency• Lead research into, and implementation of...$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$110k - $140k
...Aladdin technology platform to deliver investment solutions for the whole portfolio. The Research Associate is responsible for... ...years of experience and knowledge of alternative asset market is preferred. Strong research and analytical skills with exceptional attention to...ApprenticeshipWork at officeWork from homeFlexible hours1 day per week- MIO Partners, Inc. is seeking an Investment Associate to join its research-focused team in New York. The role emphasizes data-driven analysis, developing content expertise, and supporting portfolio strategy with proprietary insights. The position is a long-term early-career...
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- Fairstead, a purpose-driven real estate firm, seeks a Portfolio Support Manager to provide high-level administrative, operational, and analytical support to Senior Regional Managers across a multi-state affordable housing portfolio. The ideal candidate has 1-3 years in...
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Blackstone is the world’s largest alternative asset manager. We seek to... ...investors, the companies we invest in, and the communities in... ..., Multi-Strategy, Total Portfolio Management, and Public Real... ...endeavors. In addition to strong analytical and time management skills,...Full timeTerm timeWork at officeLocal areaFlexible hours- 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...
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...to providing customized portfolio solutions grounded in research and powered by next generation... ...an Analyst to join the Alternatives Manager Research team.... ...member of the investment team with responsibilities... ..., preferably in finance Analytical skills (both quantitative...InternshipWork at officeWorldwide$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...$110k - $150k
...to providing customized portfolio solutions grounded in research and powered by next generation... ...seeking to recruit an investment professional to help... ...diligence efforts across all Alternatives segments with an... ...strongly preferredExcellent analytical skills (both...Worldwide- Fairstead is seeking a Portfolio Support Manager to deliver high-level administrative, operational, and analytical support across a multi‑state affordable housing portfolio. The role reduces administrative burden, enhances efficiency, and supports critical initiatives for...
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...within asset management and alternative investment firms. Actual openings may... ...performance summaries and portfolio updates Maintain and update... ...metrics Conduct investor research and help identify potential... ..., and presentation skills Analytical mindset with high attention...Full time- Fairstead, a purpose-driven real estate firm, seeks a Portfolio Support Manager to provide high-level administrative, operational, and analytical support across a multi-state affordable housing portfolio. Ideal candidates have 1-3 years in property management, with experience...
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