Senior Associate I, Portfolio Analytics

1. About Our Client: The organization operates within the investment management industry, focusing on managing core and alternative assets. It addresses challenges related to data integration and analytics essential for effective portfolio management, performance measurement, and reporting. The organization utilizes advanced data platforms and analytics tools to support investment strategies and decision-making processes.

2. About the Opportunity: The Senior Associate I, Portfolio Analytics plays a critical role in managing and transforming investment data to support portfolio analytics across core and alternative assets. This position ensures the accuracy and usability of data within quantitative models and reporting systems, directly contributing to the organization''s ability to measure and communicate investment performance and strategy.

3. Responsibilities:

• Capture and transform data from multiple sources into investment data warehouses.
• Develop and maintain data pipelines and analytics models for core and alternative assets.
• Support performance measurement, benchmarking, attribution, and look-through analysis.
• Build and manage dashboards and reports for investment committee and board materials.
• Collaborate with internal teams and external vendors to ensure data quality and alignment.
• Enhance data platforms and automate reporting processes.
• Provide analytical solutions for alternative and non-core investments.
• Support leadership in investment operations and reporting objectives.

4. Requirements:

• 3-5 years of relevant experience in software engineering, data engineering, or analytics within investment management or related financial sectors.
• Bachelor’s degree in Computer Science, Engineering, Math, Finance, or Science.
• Strong skills in dimensional and data modeling, advanced SQL, and ETL pipeline development.
• Proficient in Power BI development, including Power Query, Dataflows, DAX measures, and dashboard creation.
• Skilled in data visualization techniques and Excel functions connected to Power BI.
• Knowledge of asset management, risk metrics, and performance attribution.
• Familiarity with alternative investment analytics (Commitments, NAV, IRR, TVPI, DPI) is advantageous.
• Ability to create technical documentation, assess project risks, and coordinate with cross-functional teams.
• Experience with paginated reports, scripting tools, and programming languages such as VBA, SQL, Python is a plus.
• Detail-oriented with strong communication and collaboration skills.

5. Pay Range and Compensation Package:

The pay range and compensation package for this role will be determined based on the candidate’s experience, skills, and other relevant factors.

6. Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Note: RemoteHunter is not the Employer of Record (EOR) for this role. Our purpose in this opportunity is to connect exceptional candidates with leading employers. We help job seekers worldwide discover roles that match their goals and guide them to complete their full application directly through the hiring company’s career page or ATS.