Social Capital Resources · 7 hours ago
Portfolio Analytics Associate
NYC Metro Area
Full-time
Onsite
New Grad, Entry Level
$120K/yr - $140K/yrSocial Capital Resources is a top tier investment management firm based in Midtown Manhattan, seeking an Associate to provide portfolio insights and analytics. The role involves transforming complex data into actionable intelligence to support investment and risk decisions.
EmploymentFinancial ServicesFinTechRecruitingStaffing Agency
Responsibilities
Analyze assigned investment strategies, portfolio construction, and performance to provide insights for portfolio managers and client teams
Prepare reports, dashboards, and presentations, translating technical analysis into clear, actionable insights
Collaborate across investment, sales, marketing, and operations teams to support analytics needs and ensure data accuracy
Identify trends and insights to inform portfolio decisions and firm-wide initiatives
Support process improvements, automate reporting where possible, and mentor junior team members
Qualification
Required
Provide portfolio insights, strategy analysis, and decision-support analytics to portfolio managers, leadership, and client-facing teams
Transform complex data into actionable intelligence
Support investment, risk, and distribution decisions
Contribute to the development and enhancement of portfolio analytics
Analyze assigned investment strategies, portfolio construction, and performance to provide insights for portfolio managers and client teams
Prepare reports, dashboards, and presentations, translating technical analysis into clear, actionable insights
Collaborate across investment, sales, marketing, and operations teams to support analytics needs and ensure data accuracy
Identify trends and insights to inform portfolio decisions and firm-wide initiatives
Support process improvements, automate reporting where possible, and mentor junior team members
Company
Social Capital Resources
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.
Founded in 2017
11-50 employees
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 StageLeadership Team
M
Matt Solomon
Founder and Managing Partner
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