Portfolio Analytics Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Social Capital Resources ยท 1 day ago

Portfolio Analytics Analyst

positionNYC Metro Area
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$100K/yr - $120K/yr

Social Capital Resources is a prestigious investment management firm in Manhattan, and they are seeking a Portfolio Analytics Analyst. This role will provide critical support for portfolio performance analysis, reporting, and sales and marketing initiatives.

EmploymentFinancial ServicesFinTechRecruitingStaffing Agency
check
H1B Sponsor Likelynote

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 analysisStatistical analysisData reportingSalesMarketing supportCollaboration

Required

Highly organized
Collaborative
Comfortable working with complex data
Ability to generate actionable insights for internal and external stakeholders
Experience with performance-based analytics and peer comparisons
Ability to contribute to monthly and quarterly reporting processes
Experience running performance analytics reports
Ability to compile data and analyses to support Sales and Marketing efforts
Experience executing ad-hoc portfolio analytics requests
Ability to support client-facing initiatives
Experience preparing materials and running reports for meetings
Ability to develop and maintain strong, collaborative relationships with other departments
Experience preparing and organizing information for quarterly Investment Committee meetings
Ability to populate consultant databases with portfolio and performance data
Experience providing data for product presentations and marketing materials (Morningstar, FactSet, Bloomberg)
Ability to conduct statistical analyses of portfolio performance, characteristics, and risk metrics

Company

Social Capital Resources

twittertwitter
company-logo
Headquartered in New York City, Social Capital Resources is a recruiting firm dedicated to facilitating the needs of both clients and candidates within the Financial Services, Finance/Accounting, FinTech and Technology industries.
dateFounded in 2017
location
New York, New York, USA
people-size11-50 employees
web-link
https://scrsearchnow.com

H1B Sponsorship

Social Capital Resources 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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (3)
2022 (2)
2021 (1)
2020 (5)

Funding

Current Stage
Early Stage

Leadership Team

M
Matt Solomon
Founder and Managing Partner
linkedin
Company data provided by crunchbase