Portfolio Analytics Associate

Financial Additions is assisting an established family office/investment firm in Washington DC looking for a Portfolio Analytics Associate to join their team.

Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
This is an in office position with a multi-billion dollar investment firm.
Portfolio Analytics Associate responsibilities include:Manage the data and workflows behind portfolio performance and risk reporting.Use Addepar to produce reports, investigate discrepancies and turn complex data into clear informationMaintain classifications, data structures and workflows used to report on transactions, cash flows, entities, and asset classesDocument data definitions, calculations and reporting processorsUse excel and other tools to analyze data, improve reporting and streamline processesPresent comparisons, trends , and portfolio level results through tables, charts, dashboards and presentations
Portfolio Analytics Associate background should xzbcwsv include:Bachelors Degree required2+ years experience in data analytics, preferably in investment, financial services or family office.Strong Data Management skills, sound analytical judgement and the initiative to learn unfamiliar systems and solve problemsStrong Excel skills, Power BI and Tableau