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Social Capital Resources · 1 month ago

Portfolio Analytics Analyst

New York, NY

Full-time

Onsite

New Grad, Entry Level

Social Capital Resources is a prestigious investment management firm in Manhattan seeking a Portfolio Analytics Analyst. This role will provide critical support for portfolio performance analysis, reporting, and sales and marketing initiatives, requiring a highly organized and collaborative individual comfortable with complex data.

EmploymentFinancial ServicesFinTechRecruitingStaffing Agency

H1B Sponsor Likely

Responsibilities

Assist with performance-based analytics and peer comparisons to evaluate portfolio outcomes

Contribute to monthly and quarterly reporting processes, ensuring accuracy and timeliness

Run performance analytics reports and compile data and analyses to support Sales and Marketing efforts

Execute ad-hoc portfolio analytics requests and deliver comprehensive analyses

Support client-facing initiatives by preparing materials and running reports for meetings

Develop and maintain strong, collaborative relationships with other departments across the Firm

Prepare and organize information for quarterly Investment Committee meetings

Populate consultant databases with portfolio and performance data

Provide data for product presentations and marketing materials(Morningstar, FactSet, Bloomberg)

Conduct statistical analyses of portfolio performance, characteristics, and risk metrics

Qualification

Portfolio performance analysisData analysisStatistical analysisBloombergFactSetMorningstarOrganizationCollaboration

Required

Highly organized

Collaborative

Comfortable working with complex data

Ability to generate actionable insights for internal and external stakeholders