What are the responsibilities and job description for the Portfolio Analytics Associate position at Social Capital Resources?
A top tier investment management firm based in Midtown Manhattan is seeking an Associate to provide portfolio insights, strategy analysis, and decision-support analytics to portfolio managers, leadership, and client-facing teams. The role involves transforming complex data into actionable intelligence, supporting investment, risk, and distribution decisions, and contributing to the development and enhancement of portfolio analytics.
Responsibilities:
- Analyze assigned investment strategies, portfolio construction, and performance to provide insights for portfolio managers and client teams.
- Prepare reports, dashboards, and presentations, translating technical analysis into clear, actionable insights.
- Collaborate across investment, sales, marketing, and operations teams to support analytics needs and ensure data accuracy.
- Identify trends and insights to inform portfolio decisions and firm-wide initiatives.
- Support process improvements, automate reporting where possible, and mentor junior team members.
Salary : $120,000 - $140,000
