What are the responsibilities and job description for the Portfolio Analytics Analyst position at Social Capital Resources?
A prestigious investment management firm in Manhattan is seeking a Portfolio Analytics Analyst.
This role will provide critical support for portfolio performance analysis, reporting, and sales and marketing initiatives. The ideal candidate is highly organized, collaborative, and comfortable working with complex data to generate actionable insights for internal and external stakeholders.
Key Responsibilities:
- Assist with performance-based analytics and peer comparisons to evaluate portfolio outcomes
- Contribute to monthly and quarterly reporting processes, ensuring accuracy and timeliness
- Run performance analytics reports and compile data and analyses to support Sales and Marketing efforts
- Execute ad-hoc portfolio analytics requests and deliver comprehensive analyses
- Support client-facing initiatives by preparing materials and running reports for meetings
- Develop and maintain strong, collaborative relationships with other departments across the Firm
- Prepare and organize information for quarterly Investment Committee meetings
- Populate consultant databases with portfolio and performance data
- Provide data for product presentations and marketing materials(Morningstar, FactSet, Bloomberg)
- Conduct statistical analyses of portfolio performance, characteristics, and risk metrics
Salary : $100,000 - $120,000
