Demo

Portfolio Analytics - Analyst/Associate

Tandym Group
New York, NY Full Time
POSTED ON 3/23/2025
AVAILABLE BEFORE 4/22/2025

A growing investment firm in New York City is currently seeking a new Analyst / Associate to join their growing Portfolio Analytics team. In this role, the Analyst / Associate - Portfolio Analytics will be responsible for timely and accurate delivery of performance reporting and risk metrics both internally to Portfolio Managers and externally to investors.

Responsibilities :

The Analyst / Associate - Portfolio Analytics will :

  • Monitor, track and analyze performance at the investment, portfolio and fund level.
  • Create and update client portfolio reports (monthly / quarterly / ad hoc); prepare ongoing and ad hoc investor data requests, fund performance queries and reports, while collaborating with Valuation, Fund Accounting and Investor Relations teams.
  • Ensure the on-going quality and accuracy of performance reporting, maintain the integrity of internal processes and databases used to track key performance and investment metrics at the investment, and portfolio levels including industry, sector, country, investment type, market cap, leverage, and regional exposures, etc.
  • Assist in the operational due diligence of existing and potential new investors
  • Coordinate and interact with investor relations, compliance, portfolio managers, and operations around new product launches, servicing clients, and delivering custom requests
  • Perform other duties, as needed

Qualifications :

  • 2 years of relevant experience in Corporate Finance, Credit Investing, and / or Financial Services role
  • Bachelor's Degree in Finance and / or a related field
  • Experience working with CLOs and understanding of the structure of CLOs
  • Solid understanding of Credit and Financial Markets
  • Strong knowledge of Accounting and Finance
  • Microsoft Excel proficient
  • Strong organizational and process management skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized
  • Desired Skills :

  • Experience with Wall Street Office (WSO), VPM, Geneva, Kanerai, etc.
  • Python and SQL knowledge
  • If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Portfolio Analytics - Analyst/Associate?

    Sign up to receive alerts about other jobs on the Portfolio Analytics - Analyst/Associate career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $63,474 - $77,545
    Income Estimation: 
    $75,004 - $94,003
    Income Estimation: 
    $81,115 - $111,302
    Income Estimation: 
    $102,977 - $139,811
    Income Estimation: 
    $341,017 - $487,702
    Income Estimation: 
    $102,977 - $139,811
    Income Estimation: 
    $133,653 - $195,399
    Income Estimation: 
    $525,322 - $679,598
    Income Estimation: 
    $186,654 - $298,212
    Income Estimation: 
    $225,707 - $358,511
    Income Estimation: 
    $65,044 - $88,745
    Income Estimation: 
    $81,115 - $111,302
    Income Estimation: 
    $168,173 - $306,433
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Tandym Group

    Tandym Group
    Hired Organization Address Newark, NJ Full Time
    A recognized services organization in New Jersey is currently seeking a new Legal Secretary for a promising opportunity ...
    Tandym Group
    Hired Organization Address Hanover, NJ Full Time
    A recognized manufacturing company is seeking a Senior Business / Data Analyst, with strong Cloud-Data experience, to jo...
    Tandym Group
    Hired Organization Address Hartford, CT Full Time
    A hospital employed community-based practice in Hartford County is currently seeking a licensed Neurologist for a promis...
    Tandym Group
    Hired Organization Address Hartford, CT Full Time
    A hospital employed community-based practice in Hartford County is currently seeking a licensed Cardiologist for a promi...

    Not the job you're looking for? Here are some other Portfolio Analytics - Analyst/Associate jobs in the New York, NY area that may be a better fit.

    Portfolio Analytics Analyst

    Marathon Asset Management, LP, New York, NY

    Risk and Portfolio Analytics Associate

    Northbound Executive Search, New York, NY

    AI Assistant is available now!

    Feel free to start your new journey!