Senior Portfolio Analytics & Board Reporting Lead
Socket.dev
Equitable Investment Management Group seeks a Senior Portfolio Analyst to join the Portfolio Analytics team. You will analyze performance, risk, and attribution across multi-asset portfolios and support manager oversight, governance, and board reporting. The role offers exposure to asset allocation, research, and investment committee interactions. Qualifications include 5+ years in portfolio analytics, strong Excel/VBA skills, and familiarity with industry tools (Bloomberg, Aladdin, Morningstar, #J-18808-Ljbffr Socket.dev
- ...Investment Management Group seeks a Senior Portfolio Analyst to join the Portfolio Analytics team. The role supports... ...oversight, portfolio analytics, and Board-level reporting for over $120B in multi-asset... ...Independent Board of Directors. You'll lead portfolio performance analysis,...Senior
$211.28k - $316.92k
...Client Product Services, Professional, WealthCompany: CitiThe Portfolio Construction & Analytics team is an integral part of the Citi Wealth Chief... ...towards colleagues across Citi Wealth and Citi as a whole.The Senior Portfolio Specialist will have the opportunity to conduct...SeniorFull timeWork at office- The Citi Wealth Chief Investment Office’s Portfolio Construction & Analytics team in New York seeks a Senior Portfolio Specialist to translate global investment views into client-specific portfolio construction and analytics. You will conduct bespoke asset allocation,...SeniorWork at office
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- Javits Center in Manhattan seeks a seasoned Finance Analytics Lead to own financial planning, analysis, and management reporting across NetSuite, Hyperion, UKG, and BI tools. You will drive data governance, system integration, and advanced analytics to support strategic...Senior
- ...The role involves designing and implementing metrics for portfolio health, overseeing reporting for invested assets, and conducting liquidity stress... ...advanced experience with Bloomberg and coding. A strong analytical background is essential for providing in-depth reporting...Senior
- ...Description Job Description Senior eDiscovery Analytics Lead Employment Type: Full-... .... -Creates statistical reports providing information on... ...government-contracting portfolio, and along the way, we’ve... ...opportunities with CGS on our Job Board: -our-team/ For more...SeniorFull timeFlexible hours
$215k - $355k
...Wells Fargo Bank N.A. seeks a Senior Lead Securities Quantitative Analytics Specialist in New York, NY. Job... ...models, liquidity models, risk models, portfolio construction methodology, and... ...capital calculations (e.g., regulatory reporting and internal risk management...SeniorFull timeRemote work2 days per week$101.84k - $133.67k
..., we're Oscar. We're hiring a Workday Reporting & Analytics Lead to join our People Analytics team. Oscar... .... You will report into the Senior Manager, People Analytics. Work Location... ...data pipelines using Workday Discovery Boards, Workday Prism Analytics, or specialized...Work at officeFlexible hours- ...hiring an AVP, GI Strategic Insights & Analytics in New York. The role leads the development of board-ready investment analytics and senior leadership narratives, blending financial... .... You will drive end-to-end analytics, reporting, and AI-enabled enhancements, partner...
- JPMorgan Chase & Co. is seeking a Senior Product Portfolio Operations Associate in the Chief Analytics Office to coordinate cross-product activities, drive governance, and deliver leadership-ready reporting. You will partner with delivery teams and business stakeholders...SeniorWork at office
- ...Global Operations Center of Excellence Data & Analytics. This hands-on delivery role manages planning, coordination, reporting, and operational delivery across multiple... ...the intake process, maintain the master portfolio, lead weekly sessions, and translate technical work...Senior
- ...is looking for an AVP - Tax Information Reporting Senior Analyst in New York. This hybrid role... ...regimes. Your responsibilities will include leading key workstreams, assisting with tax... ...frameworks. The position requires strong analytical and communication skills while...Senior
- Judi Health, LLC in New York is seeking a Senior Analyst, Analytics - Client Reporting to support data-driven reporting for client portfolios and internal teams. You will build and maintain dashboards, analyze trends, and ensure accuracy and compliance across deliverables...SeniorFlexible hours
- ...Carlyle Group is seeking a highly skilled Business Intelligence & Analytics Lead to join the Global Technology & Solutions team. This hands-on role drives BI architecture, analytics, and scalable reporting to deliver strategic insights for the Client Solutions Group....Senior
$300k
...Investment Professional in New York to manage private credit portfolios and lead complex transactions. This role requires a minimum of 8... ...counterparties, and lead new investment underwriting efforts. Strong analytical skills and experience managing junior team members are...Senior- ...Technology Unit (HITU). This role supports effective governance, reporting, and execution of the modernized EHR and related Health IT... ...workloads, enhancement pipelines, and operational metrics; develops analytical dashboards and reporting products within #J-18808-Ljbffr...Senior
- JPMorgan Chase & Co. in New York seeks a Quantitative Analytics Senior Associate to drive data-driven decisions for the Card Data & Analytics... ..., product, finance, and risk to influence resource allocation and portfolio management. #J-18808-Ljbffr JPMorgan Chase & Co.Senior
- Hyland is seeking a Lead GTM Analyst to drive data-informed decisions... ..., delivering insights to senior stakeholders. In this highly... ...role, you will define analytical approaches, build dashboards... ...leadership to define KPIs and reporting standards. #J-18808-Ljbffr Remote...SeniorRemote work
- Instacart is seeking a Business Insights Lead to own end-to-end analytics—from data sourcing to partner reporting. You’ll build a robust reporting system, deliver timely insights, and partner with leaders to surface growth opportunities. The role blends data, strategy,...SeniorRemote workFlexible hours
- Jobtailor is seeking an experienced quality analytics professional to drive product quality improvements through data interpretation and... ...insights. You will handle complaint data analysis, create concise reports, and support governance activities with cross-functional teams....Senior
- Neuberger is seeking a senior BI/Analytics professional to deliver channel intelligence and distribution insights supporting client coverage strategies. You will own recurring and ad hoc management reporting, including dashboards and firmwide reporting inputs, while overseeing...Senior
- ...will apply treasury principles to balance sheet analytics, synthesize insights, and present recommendations to senior stakeholders. Responsibilities include updating... ...; conducting scenario analyses; and delivering actionable reports. #J-18808-Ljbffr JPMorgan Chase & Co.Senior
- Real Chemistry is seeking an experienced Senior Analyst, Beyond Insights (Omnichannel Analytics) to scale our business intelligence practice for media and omnichannel... ...data into Tableau dashboards and client-facing reports, reporting to the Director, #J-18808-Ljbffr Socket...SeniorRemote job
- Judi Health is seeking a highly technical Senior Analyst to support our Analytics team. You will lead analytics projects, develop reporting solutions, and provide actionable insights for Large Market and Health Plan clients. Strong pharmacy data experience and cross-functional...Senior
- ...Rides Operations team in New York. You will develop analytical frameworks, identify growth opportunities, and... ...and scalable processes. You will build reporting at city and regional levels, present insights to senior leadership, and collaborate with policy, legal,...Senior
- ...in the United States is seeking an Insurance Statistical Reporting Supervisor to lead the timely and accurate reporting of data to state departments... ...regulatory entities. The role requires a proactive, analytical leader who can thrive in a fast-paced, highly collaborative...SeniorRemote jobWork at office
- Judi Health is seeking a data analytics professional to analyze pharmacy and medical claims, develop ad hoc and recurring analytics, and... ...-driven solutions. The role involves dashboard development, reporting, and presenting findings to leadership. Ideal candidates will...Senior
- ...professional for a role involving financial data analysis and reporting. Candidates should have over 5 years of experience in finance,... ...along with a Bachelor's degree in Accounting or Finance. Strong analytical skills and effective team collaboration are crucial for this...Senior
- Lockton is seeking Brokers to join our Portfolio Solutions Team in New York City. You will lead revenue generation for reinsurance contracts, developing client... ...experience, proven sales success, and excellent analytical skills. Lockton offers a collaborative environment...Senior
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