49 applicantsPosted by Agency

Company

Original Job Post

Kforce Inc · 15 hours ago

Senior Portfolio Analytics Associate

Boca Raton, FL

Full-time

Hybrid

Senior Level

5+ years exp

Wonder how qualified you are to the job?

Maximize your interview chances

ConsultingEmployment

H1B Sponsorship

Insider Connection @Kforce Inc

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Senior Portfolio Analytics Associate will calculate and interpret returns and analytics using both internal systems and vendor-based software; Conduct detailed analysis on system-generated data, identifying anomalies, strengthening data integrity, and enhancing validation techniques

Manage both routine processes and deliverables, as well as ad hoc requests, from stakeholders across the firm and industry; Apply managing deadlines and expectations

Review and maintain transaction and security-level data for FactSet & Bloomberg to ensure accurate portfolio-based reporting

Contribute towards ongoing technology initiatives aimed at self-service alternatives or cross-department efficiencies; Re-engineer workflows, propose innovative solutions, and work diplomatically through projects

Assist with the verification process and firm-wide compliance with GIPS; Aid other groups in their understanding and adherence to performance reporting best practices

As a Senior Portfolio Analytics Associate, you will follow, maintain, and update departmental procedures and documentation

Provide ongoing expertise related to returns, system nuances, and product characteristics

Help with data quality efforts and automation efforts focused on performance and portfolio datasets

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial AnalysisReturn AnalysisPortfolio AnalyticsInvestment AccountingSQLPythonRExcelData MiningBloombergFactSetMorningstarEVestmentAsset ClassesIndustry StandardsGIPSProblem-SolvingCritical ThinkingEnthusiasmPurpose-DrivenAccountableEmotionally IntelligentGritLifelong Learner

Required

Bachelor's degree in Finance, Economics, or similar quantitative field; Completion, or pursuit, of a MBA, MSF, CFA, or CIPM is strongly desired

5+ years of professional experience in a related Financial Services business preferably in Asset Management

Expert knowledge associated with return analysis, attribution models, and portfolio analytics; Understanding of various return formulas and risk-related metrics as well as their appropriateness of use; Strong investment accounting and security-level acumen

Technical abilities related to SQL, Python, R, Excel, or data-mining techniques looked upon favorably as is working knowledge of Bloomberg, FactSet, Morningstar, eVestment, or other industry software

Willingness to work across different asset classes and platforms while learning and/or enhancing current processes

Critical thinker with an enthusiasm for troubleshooting complexity and intricate systems

Knowledge of industry standards, multiple investment product types, and best practices within performance/attribution/GIPS

Preferred

Purpose-Driven: Starts with Why - in service of our communities, our clients, and each other

Accountable: Operates with autonomy and drives towards results

Emotionally Intelligent: Demonstrates self-awareness and interpersonal skills

Grit: Persists in the face of adversity

Lifelong Learner: Employs a growth mindset and strives to become more

Benefits

Medical insurance

Dental insurance

Vision insurance

HSA

FSA

401(k)

Life insurance

Disability insurance

ADD insurance

Company

Kforce Inc

Glassdoor

3.8

Kforce is a solutions firm specializing in technology and other professional staffing services.

Founded in 1962

Tampa, Florida, USA

1,001-5,000 employees

http://www.kforce.com

H1B Sponsorship

Kforce Inc has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Trends of Total Sponsorships

2023 (604)

2022 (772)

2021 (1207)

2020 (914)