Portfolio Analytics Analyst, AI‑Driven Insights & Value Creation
Connect Search, LLC
Connect Search, LLC is seeking a highly analytical Portfolio Analytics Analyst to support its private equity firm client. The role involves delivering actionable insights across a diverse investment portfolio and providing data-driven decision-making support to executive leadership and investment teams. The ideal candidate possesses a strong blend of finance, analytics, and technology skills, with a focus on leveraging AI and automation for reporting and performance improvement. Key responsibilities include monitoring financial performance, preparing dashboards, and conducting variance analysis. #J-18808-Ljbffr Connect Search, LLC
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...the technology investment portfolio by providing analytical, operational, and coordination... ...prepares portfolio‑level insights for senior leadership and... ...leadership. Customer‑driven with good oral and written... ...improvements into business value. Experience developing business...Local areaShift work$100k - $150k
...motivated actuarial candidate to join a dynamic reserving and loss analytics team. Reserving-related engagements account for the majority... ...making, and help with development of analytical tools and insights. The ideal candidate will have strong analytical and communication...Temporary work$63.3k - $117.2k
...experience for a defined portfolio of high risk borrowing... ...to provide insights and recommendations on... ...skills - In-depth. Analytical and problem solving skills... ...skills - In-depth. Data driven decision making - In-... ...the BMO team you are valued, respected and heard,...Contract workPart timeBank staffLocal area3 days per week- ...impact and are truly valued for who they are... ...Senior Financial Analyst within the Financial... ...ensure accurate, insightful analysis that... .... Assist with the creation of quarterly earnings... ...You bring advanced analytical skills. You have... ...CIBC stakeholders is driven by a business...Casual workRemote workFlexible hours3 days per week
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...Finance & Strategy Analyst on our... ...provide actionable insights, and influence... ..., or a related analytical field (SaaS experience... ...to demonstrate AI literacy and... ..., content creation, and document summarization... ...partner. We value curiosity,... ...more fact driven. We hire people...Temporary workWork at officeLocal area2 days per week3 days per week$99k - $232k
...to the business through insight and challenge. Our... ...consolidation, reporting and analytics processes, systems and... ...our purpose and values in a meaningful way. You... ...planning, analytics, and AI-enabled technologies.... ...enable more strategic, data-driven finance organizations....Full timeH1b$48.42k - $100.87k
...Expect In This Role Provide technical and analytical support for internal and external... ...supplement actuarial-related or system-generated values. Utilizing spreadsheets, accountable for... ...ability to research and provide insights Ability to work both individually and as...Work experience placement$60k - $70k
...Access Analytix is a technology-driven investment and trading firm.... .... Job Description: As a Portfolio Analyst at Access Analytix, you'll... ...overviews Portfolio Insight: Stay on top of the trends daily... ...Benefits Access Analytix values its team members and offers...Work experience placementWork at officeMonday to FridayFlexible hoursWeekend workAfternoon shift$10,000 per month
...We are a results-driven firm with high achieving... ...motivated employees who value opportunities to take... ...to equity research and portfolio management. Interns will... ...knowledge, and analytical skills while working closely... ...~ Develop actionable insights by consuming and distilling...InternshipWork at office- ...oriented Investment Analyst Intern to join our growing... ...supporting the creation of reports for portfolio analysis. Assist... ...to apply. Strong Analytical Skills: Experience... ...thinker with a metrics-driven approach to solving... ...team that values innovation, integrity...InternshipWork at office
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...access to the investment insights of Merrill coupled... ...whole self to work. We value diversity in our thoughts... ...that is culture driven, resilient, results focused... ...the development of portfolio analysis and expertise... ...allocation updates Creates analytical reports for Financial...Work at officeWork from homeShift workDay shift
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