Investor/Portfolio Analytics (Capital Markets)
coda searchstaffingNew York (NY)
Investor/Portfolio Analytics (Capital Markets)
Posted 2 days ago
coda searchstaffingNew York (NY)
SENIORITY
Senior
About the role
Our client is a premier PE Fund based in NYC, currently seeking to add a talented Associate/Senior Associate to their Investor Portfolio Analytics Team. This individual will be working closely with Portfolio Managers across finance, investment management, operations, technology, investor services, compliance/legal, and marketing.
Responsibilities:
- This role will be responsible for continuously enhancing the vision for client reporting to reflect evolving needs of firm clients
- Review and analyze portfolio performance data, benchmark performance and risk statistics
- Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner
- Work with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systems
- Apply queries, pivot tables, filters and other tools to analyze data.
- Perform and produce portfolio analytics using firms' data
- Build financial models in effort to perform portfolio exposure, risk and performance
- Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization
- Maintain client relationship management database and providing reports to Directors on a regular basis
- Provide various ad hoc data research and analysis as needed.
Desired Skills and Experience:
- Bachelor’s Degree with at least 4+ years of Financial Services/Private Equity data/client reporting experience
- Proficiency in Microsoft Office, particularly Excel Modeling
- Technical knowledge, data analytics using CRMs (Salesforce), Bloomberg, FactSet, Morningstar, Excel, PowerPointOutstanding communication skills, proven ability to effectively work with all levels of Managment
- Comfortable working in a fast-paced, dead-line driven dynamic environment
- Innovative and creative thinker
- Must be detail oriented
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