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 7 hours ago
Similar jobs that could be interesting for youBased on the Portfolio Analytics Strategy Senior Associate in New York, NY vacancy
- ...Opportunity:Apogem Capital is seeking an Associate / Senior Associate to support the continued... ...forward-looking and historical portfolio analytics, enhancing portfolio construction insights... ...adherence to investment guidelines (strategy, geography, sector, concentration limits...SeniorLocal area
New York Life Insurance Company
New York, NY3 days ago $160k - $200k
...grade private credit.The Liquid Credit Strategies Team (“LCS”) manages $123B in AUM across... ...will include:Construct model portfolios and generate secondary trade programs that... ...experience in CLO portfolio management, analytics, or structuringBachelor’s degree required...SeniorFull timeLocal areaFlexible hoursBlackstone Group
New York, NY3 days ago$104.88k - $198.15k
...capabilities, then consider a career in Advisory.KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities:Lead and manage buy-side and sell-side business analytics and performance transformation engagementsDevelop relationships with...SeniorH1bLocal areaKPMG
New York, NY1 day ago- ...global Enterprise AI and Analytics company trusted by leading... ...seeking an experienced Associate Principal – Insurance Strategy & Analytics with deep Insurance... ...customer retention, and portfolio profitability through... ..., and business impact to senior client stakeholders. Driving...SuggestedFull time
MathCo
New York, NY20 hours ago - ...Information Job Identification 210710875 Job Category Strategy Business Unit Corporate Sector Posting Date 0... ...Job Description We are looking for a talented Senior Associate to join The Chief Data and Analytics Office (CDAO) team at JPMorgan Chase. This team is...SeniorFull timeWork at office
- ...investment platform, is seeking a Senior Associate Quant to join its Multi-... ...bespoke, multi-asset portfolios for institutional clients spanning... ...ideas into actionable analytical frameworks Support risk... ...infrastructure, and hedge fund strategies Build and maintain tools...SeniorFull time
Coda Search│Staffing
New York, NY4 days ago $150k - $215k
...management include global investment strategies focused on real estate,... ...private credit.Job Title:Senior AssociateJob Description: The Portfolio Management Sr. Associate will work to manage various comingled... ...models, performance & risk analytics, and other relevant...SeniorFull timeLocal areaBlackstone Group
New York, NY3 days ago- ...Summary You'll join the Card Data & Analytics team, a strategic partner to the... ...across the Chase Card portfolio. As a Quantitative Analytics Senior Associate at JPMorganChase within the Card... ...into insights that shape marketing strategies and enhance card profitability through...Senior
J.P. Morgan
New York, NY1 day ago $130k - $205k
...- $205,000.00Job Function: Strategy and ExecutionEmployer: EY Global... ...for private equity portfolio companies. The team works primarily... ...key responsibilitiesAs a Senior Associate-Consultant in EY-Parthenon’... ...and client stakeholders.Analytical rigor - comfort working with...SeniorWork experience placementPrivate practiceSummer holidayWork at officeFlexible hoursShift work3 days per weekEY (Ernst & Young)
New York, NY4 days ago$100k - $160k
...these solutions through direct strategies, customized partnerships,... ...globally as of December 31, 2025.Portfolio Strategy OverviewThe... ...management preferred.Strong analytical and quantitative skills to develop... ...across varying levels of seniority in a team-oriented environment...Full timeTemporary workPart timeGoldman Sachs
New York, NY2 days ago$124k - $177k
...- 3 days per week Role OverviewThe Senior Associate, Analytics Engineer is a practitioner who designs... .../ intermediate / mart), incremental strategies, and source contract definitions.... ...lasting impact. Our diverse business portfolio creates opportunities to make a difference...SeniorContract workLocal area3 days per weekNew York Life Insurance Company
New York, NY4 days ago$135k - $155k
Job Description: Sr Associate, Corporate DevelopmentAbout ACVACV is... ...not a traditional corporate strategy role. This is a small, nimble... ...You will work directly with senior leadership on the highest-priority... ...who has sharpened their analytical toolkit in consulting or similar...SeniorACV Auctions
New York, NY2 days ago- ...forefront of change.The OpportunityGood Inside is seeking a Senior Associate, Marketing Analytics to own and elevate analytics across our full marketing... ...-ready narratives. Shape budget allocation, growth strategy, and board-level reporting.Your Skills & Experience3+ years...Senior
Good Inside
New York, NY4 days ago $119k - $170k
...compensation, onboarding, productivity, and field strategy, the Field Experience value stream... ...-making.• Act as a strategic advisor to senior leaders on learning and practice... ...drive lasting impact. Our diverse business portfolio creates opportunities to make a difference...SeniorLocal area3 days per weekNew York Life Insurance Company
New York, NY4 days ago$165k - $200k
Innosight is a global strategy consulting firm focused on helping... ...structure offers exposure to senior-level executives early in... ...Innosight is seeking a Senior Associate to join our Strategy & Operations... ...are intellectually curious, analytically rigorous, and comfortable...SeniorFull timeLocal areaHuron Consulting Group
New York, NY4 days ago$90.16k - $202.75k
...consider a career in Advisory.KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities : In relation to the deal... ...material Excellent foundational consulting skills: analytical, written and verbal communication, strong executive presence...SeniorH1bLocal areaKPMG
New York, NY3 days ago$77k - $202k
...SummaryThe OpportunityAs a Deals Valuation - Financial Analytics & Derivatives (FAD) - Senior Associate, you will focus on providing analysis and valuation... ..., contributing to the firm's overall business strategies. This position offers the opportunity to enhance your...SeniorFull timeH1bPwC
New York, NY1 day ago$88.9k - $168.3k
...There’s no one like you and that’s why there’s nowhere like RSM.As a Deal Analytics Senior Associate, you will assist in project scoping and strategic planning, research and analyze business strategies, and develop insightful analyses. You will design data integration...SeniorFull timeWork experience placementInternshipLocal areaRSM International
New York, NY3 days ago- ...what we stand for as a firm.KPMG is currently seeking a Senior Associate - Portfolio Valuation to join our Valuations practice.Responsibilities... ...Possess advanced finance, financial modeling, accounting, and analytical abilitiesStrong work ethic; ability to multitask,...SeniorH1bWork at officeLocal area
KPMG
New York, NY5 days ago $77k - $202k
...AssociateJob Description & SummaryThe OpportunityAs a Cyber Strategy, Risk & Compliance - Senior Associate, you will play a pivotal role in helping... ...management initiatives to protect client data- Utilizing analytical thinking to interpret data and inform compliance recommendations...SeniorFull timeH1bPwC
New York, NY1 day ago$77k - $202k
...Description & SummaryThe OpportunityAs a Finance Function Strategy Consulting Senior Associate you will help clients shape finance operating models,... ...one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer...SeniorFull timeH1bShift workPwC
New York, NY10 hours ago- ...a career in Advisory.KPMG is currently seeking a Senior Associate - Infrastructure Project Advisory (Strategy & Technology) in Infrastructure and Projects Advisory... ...documentation, SOPs, policies, process maps, and analytical insights to support organizational transformation...SeniorH1bLocal area
KPMG
New York, NY4 days ago $55k - $68k
Ruder Finn is seeking a motivated and detail-oriented Senior Associate, Paid Media Strategy to join our growing Digital (DIG) practice. In this role... ...to deepen their expertise in paid social, paid search, analytics, and digital strategy in a fast-paced agency environment...SeniorFull timeWork at officeFlexible hoursRuder Finn
New York, NY5 days ago$150k - $190k
...ConsultingIndustry: Real EstatePosted: 2026-08-24 Strategy Practice Intro At Lippincott, the... ...in value over time. As a Senior Associate, you set the direction and hold the team... ...qualitative research, partnering with analytics specialists as needed What Makes You...SeniorFull timeLive inWork at officeLocal areaRemote workFlexible hoursShift work2 days per week3 days per week1 day per weekOliver Wyman Group
New York, NY2 days ago$87k - $128k
...who is passionate about driving sustainable growth. As a Senior Associate, Strategy & Operations - Delivery Cost, you will play a key role in... ...fulfillment cost and efficiency improvement efforts.Partner with Analytics and Product teams to scope and assess initiatives that can...SeniorHourly payWork at officeLocal areaRemote workFlexible hoursDoordash
New York, NY1 day ago$180k - $195k
...performing, intellectually curious, and execution-oriented Senior Associate to join the Corporate Strategy Group with a focus on Human Capital M&A,... ...professional services environments preferred. Strong analytical and problem-solving capabilities, with the ability to...SeniorFull timeTemporary workWork experience placementFlexible hoursAres Management
New York, NY5 days ago$55k - $68k
...Digital (DIG) practice brings together storytelling, strategy, social, influencer, analytics, and emerging technology to help brands connect with... ...or have some fun while doing it. We are looking for Senior Associate, Social Strategy to join DIG and support our Brand Experience...SeniorFull timeWork at officeFlexible hoursShift workRuder Finn
New York, NY10 hours ago$175k
...opportunity to partner directly with senior business leaders, influence... ...and shape data-driven growth strategies at scale. If you're... ...complex problems, translating analytics into actionable insights, and... ...your career. As a Senior Associate on the Global Banking Intelligence...SeniorJPMorgan Chase Bank, N.A.
New York, NY3 days ago- ...Testing Site - JPMC is seeking a Senior Associate on the Global Banking Intelligence & Growth Strategy team to drive data-driven revenue growth across Commercial &... ...priorities using AI/LLM-enabled insights and robust analytics. The role emphasizes identifying high-impact...Senior
$100k - $124k
...Risk Technology Sr Associate The Risk Technology Senior Advisor role utilizes advanced technology platforms... ...organization's assets and investment portfolios to best utilize available... ...Investment Risk Data Analysis, PL-SQL, DATA ANALYTICS, AWS Cloud knowledge 5+...SeniorWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Analytics Strategy Senior Associate. Be the first to apply!
Related searches
- senior associate vice president New York, NY
- warehouse shipping receiving associate New York, NY
- associate analyst New York, NY
- gift shop associate New York, NY
- policy associate New York, NY
- associate buyer New York, NY
- case management associate New York, NY
- associate degree computer science New York, NY
- senior associate attorney New York, NY
- mobile associate retail sales New York, NY