Coda Search│Staffing · 5 days ago
Data & Performance Analytics (Hedge Fund)
Coda Search is representing a $28B NY based multi-strategy Hedge Fund that is seeking to add a talented Associate to their Data & Performance Analytics Team. The individual will be responsible for compiling fund performance analyses, reviewing portfolio performance data, and ensuring timely client reporting while collaborating with various internal teams.
ConsultingRecruitingStaffing Agency
Responsibilities
This role will be responsible for Compiling periodical fund performance analyses
Review and analyze portfolio performance data, benchmark performance and risk statistics
Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner
Work with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systems
Apply queries, pivot tables, filters and other tools to analyze data
Maintain client relationship management database and providing reports to Directors on a regular basis
Coordinate submissions of RFPs by working with RFP/Marketing Team and other groups internally to gather information for accurate data and performance analysis
Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization
Provide various ad hoc data research and analysis as needed
Qualification
Required
Bachelor's Degree with at least 2+ years of Financial Services/Private Equity data/client reporting experience
Proficiency in Microsoft Office, particularly Excel Modeling
Technical knowledge, data analytics using CRMs (Salesforce), Excel, PowerPoint
Outstanding communication skills, proven ability to effectively work with all levels of Management
Comfortable working in a fast-paced, dead-line driven dynamic environment
Innovative and creative thinker
Must be detail oriented
Company
Coda Search│Staffing
At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.
Funding
Current Stage
Growth StageRecent News
2025-08-13
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