Client Reporting & Portfolio Analytics Specialist
$140k - $180kBridgewater Associates, LP
A leading asset management firm in New York City is seeking an Analyst for Client Reporting & Portfolio Analytics. This role involves collaborating with client advisors and developing insights for client reporting. Candidates should have a degree with a strong academic background, an interest in markets, and problem-solving skills. The compensation ranges from $140,000 to $180,000. The position requires four days onsite work per week, fostering a culture of openness and continuous improvement. #J-18808-Ljbffr Bridgewater Associates, LP
$140k - $180k
...Analyst, Client Reporting & Portfolio Analytics Westport, CT or New York City Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment...SuggestedContract work$140k - $180k
About the Client Service Department Bridgewater believes that the key to our success... ...and to provide advisory research on portfolio performance, risk management, and... ...About Your Role Analysts in Client Reporting & Portfolio Analytics play a vital role in servicing...SuggestedContract workVisa sponsorship$100k - $135k
# Senior Associate, Portfolio Analytics & ReportingNew York, New York, United StatesHybrid---##... ...serving institutional, retail and insurance clients. NYLIM brings together the firm’s... ...integrity of data used in collateral reporting, borrowing base calculations, and regulatory...SuggestedLocal area$90k - $105k
LGBT Great is looking for a Client Reporting & Analytics Associate in New York City. The role involves collaborating with Portfolio Management and Client Coverage teams to create and compile client reporting materials. Applicants should have a Bachelor's Degree in Finance...Suggested$90k - $105k
Neuberger Berman is seeking a Client Reporting & Analytics Associate in New York to support Portfolio Management teams. The role involves compiling materials such as institutional client reports and analytics for pitch books. Ideal candidates will have a Bachelor's degree...Suggested- InforCapital, partnership is looking for an Associate in Portfolio Analytics to join their Secondaries team based in New York. This role involves... ...monitoring and prepare detailed quarterly investor reports. Strong financial analysis and proficiency in Microsoft Excel...
$100k - $120k
Ares Management Corporation is seeking an Associate for Portfolio Analytics to join our Finance team in New York or West Hartford, CT. The role... ...in portfolio monitoring, performing analysis of investment reports, and preparing investor reports. Qualified candidates will...- ...manager in New York, is seeking an Investment Reporting Associate to support its private credit... ...investment data integrity, performing portfolio analysis, and contributing to reporting... ...in investment reporting and portfolio analytics, demonstrating attention to detail and proficiency...
$137.5k - $170k
About this role About the Portfolio Analytics Group (PAG): Join the Portfolio Analytics Group (PAG), a highly collaborative and multidisciplinary... ...outcomes such as improved portfolio positioning and winning client mandates. The team works across the full breadth of asset...Full timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week$50 - $60 per hour
The Pharmacovigilance Analytics & Reporting Specialist is a key contributor within a Global Analytics Center of Excellence. This role is responsible... ...Requirements Due to the regulated nature of our client's industry and the requirement for on-site presence in the...Hourly payFor contractorsRemote work$74.75k - $150.19k
...contribute to the company’s success. Role Overview The Portfolio Analytics & Strategy Specialist works with business, credit, data, and model... ...plus. Responsibilities Provides financial and regulatory reporting and analyses to maintain adequate controls over the financial...Full timeTemporary workWork experience placement- ...financial services company seeks a Portfolio Performance Specialist to support investment teams by analyzing... ...attribution, and preparing detailed reports. Ideal candidates will have a... ...s degree in a related field, strong analytical skills, and proficiency in Excel. Opportunities...
$75k - $95k
...is dedicated to analyzing the portfolio risk with each lending... ...and stress testing models, and reporting results to management. - Evaluate... ...- Collaborate with risk analytics and technology groups on model... ...and allocate capital for our clients – helping them reach their goals...Temporary work- ...a Sr. Associate for Farmland Portfolio Management in New York City.... ...and developing insights for clients and senior leadership. Responsibilities... ...data sets, preparing reports, and providing strategic recommendations... ...experience, a strong analytical mindset, and a relevant...
$120k - $130k
...global network, we help amplify portfolio company success from early... ...a Senior Analyst, Portfolio Analytics, you will play a key role in... ...across multiple research and reporting initiatives. Partner with... ...transforming industries, manage our clients' lives and legacies, and...Casual workWork at office$140k - $180k
...an Associate Vice President - Manager, Portfolio Analytics in our NY location to join our dynamic... ...with an understanding of fund reporting, basic partnership accounting, and performance... ...skills with internal business clients Advanced computer skills including...Temporary workWork experience placementCurrently hiringWork at officeFlexible hours- A leading cybersecurity firm is seeking a Channel Operations Analyst to standardize reporting and analytics across its Channel organization. This position requires 3-6+ years of experience in Sales Operations Analytics, with strong skills in Salesforce and Power BI. The...Remote job
- ...Job Title Specialist Job Description We're seeking... ...team within Global Client Management. As a... ...facing team covering a portfolio of leading global alternative... ...Create reports for senior coverage bankers... ...and Excel ~ Strong analytical, presentation and communication...Full timeWork experience placementShift work
$125k - $150k
...delivering forward-looking and historical portfolio analytics, enhancing portfolio construction insights, and supporting reporting, monitoring, and operational excellence across... ...data, working closely with the Investment, Client Service, and Operations teams, as well as...Full timeLocal area- ...Description We’re seeking a Specialist to join our... ...coverage team within Global Client Management. As a... ...facing team covering a portfolio of leading global alternative... .... Create reports for senior coverage bankers... ...PowerPoint and Excel. Strong analytical, presentation, and...Work experience placementFlexible hours
$130k - $140k
Portfolio Reporting Team Lead page is loaded## Portfolio Reporting Team Leadremote type: Remotelocations... ...and Orion systems which is used for client performance reporting. This includes:*... ...across the firm.* An appetite for analytical problem-solving and desire to maintain...Temporary workLocal areaRemote workFlexible hours$140k - $185k
...description represents a sample Portfolio Optimization Specialist position commonly found... ...Develop and maintain analytical tools, dashboards, and models... ...metrics, providing timely reports to investment teams... ...presentations for senior management, clients, or internal stakeholders...Full time- ...New York is seeking an Associate for the Credit Risk Controller & Analytics team. This position entails analyzing wholesale credit risk and supporting senior management with comprehensive data reporting. The ideal candidate will have a Bachelor's degree, at least 4 years...
- ...role: Within the Internal Audit Department, the Audit Reporting and Analytics Senior Specialist is responsible for leading the execution and... ...covering, but not limited to, committee reporting, audit portfolio support, and data integrity. The Senior Associate will...Remote workFlexible hours
$125k - $135k
Pantheon, located in New York, is searching for an Associate to join its DnA Portfolio Analytics team. This role emphasizes strategic analytics to enhance portfolio construction, liquidity pacing, and performance storytelling. The ideal candidate will possess 5+ years of...- ...Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while... .... Responsibilities Goldman Sachs Model Specialists are responsible for driving growth in our Model Portfolio business. The scope of the role includes: Providing...
$140k - $200k
...investment management solutions to a diverse client base, which includes governments,... ...individuals worldwide. Vice President – Portfolio Specialist & Client Strategy Calvert Research... ...asset management. The individual will report to the Head of Responsible Investing...Full timeTemporary workWorldwide$145k - $160k
...hiring for following role in NY, NY: Senior Associate, Global Portfolio Analysis & Reporting to generate recurring reports & create custom analysis... ...'l, &/or econ data for review by executives, managers, clients, & other stakeholders (salary range $145,000 - $160,000)....Full time$100k
...Jobs - Corporate & Investment Banking Job title Client Coverage US Analyst - Automotive Portfolio Contract type Fixed-Term Contract Term (in... ...write-ups, quarterly and annual reviews and other reports in a timely fashion Position location Geographical...Full timeContract workFixed term contractInternshipWork at officeWorldwide- # Associate, Portfolio AnalyticsAres ManagementAssociateSecondariesFinancial ServicesOn-siteLocationNew... ...looking to hire an Associate, Portfolio Analytics in New York, NY or West Hartford, CT,... ..., with a solid understanding of fund reporting, partnership accounting, and performance...
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