Portfolio Analytics Associate

Financial Additions is assisting an established family office/investment firm in Washington DC looking for a Portfolio Analytics Associate to join their team. This is an in office position with a multi-billion investment firm.

Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.

Portfolio Analytics Associate responsibilities include:

• Manage the data and workflows behind portfolio performance and risk reporting.
• Use Addepar to produce reports, investigate discrepancies and turn complex data into clear information
• Maintain classifications, data structures and workflows used to report on transactions, cash flows, entities, and asset classes
• Document data definitions, calculations and reporting processors
• Use excel and other tools to analyze data, improve reporting and streamline processes
• Present comparisons, trends , and portfolio level results through tables, charts, dashboards and presentations

Portfolio Analytics Associate background should include: xhyhwjd

• Bachelors Degree required
• 2+ years experience in data analytics, preferably in investment, financial services or family office.
• Strong Data Management skills, sound analytical judgement and the initiative to learn unfamiliar systems and solve problems
• Strong Excel skills, Power BI and Tableau