Portfolio Analytics Strategy Senior Associate

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 ExcelStrong 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.