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Portfolio Analytics Jobs

Associate, Credit (Direct Lending Portfolio Management And Investor Analytics)
By Ares Management Corporation At New York, NY, United States
Additional duties include providing direct support as deemed necessary by senior management
Streamline and centralize the data collection process across different groups including Finance, Accounting, Legal, Tax, Deal team, Compliance and Technology
Minimum of 2 years of relevant investment banking, analytics, consulting or principal investing experience
Strong intellect with solid quantitative, financial and analytical skills
Advanced MS Excel modeling skills (v-lookup, macros, pivot tables) and MS PowerPoint skills
Experience with PowerBI or other data visualization software, databases such as SQL and Microsoft Office
Vice President, Portfolio Analytics & Risk - Lazard Family Office Partners
By Lazard At New York, United States
5-10 years’ experience in a risk management, analytical, or quantitative role, particularly within the asset allocator and wealth management space
Familiarity with risk measurement methodologies (e.g., VaR, stress testing, factor analysis) and risk management frameworks (e.g., risk budgeting, risk-adjusted performance metrics)
Knowledge of financial derivatives, options pricing models, and portfolio optimization techniques
Excellent problem-solving and critical-thinking skills, with the ability to analyze complex data sets and draw meaningful insights
Strong communication and presentation skills, with the ability to explain quantitative concepts to non-technical stakeholders
Professional certifications such as FRM, CQF, or CFA are desirable
Manager, Portfolio Analytics Jobs
By DoorDash At Austin, TX, United States
Excellent communication skills and experience working with technical and non-technical teams
We are leaders - Leadership is not limited to our management team. It's something everyone at DoorDash embraces and embodies.
We offer great compensation packages and comprehensive health benefits.
Work with executives, business partners and stakeholders to understand data reporting requirements
Manage reliability, operations and scaling of BI tools and the portfolio of reports
Own and define business KPIs, their measurement plans, data requirements and reporting
Portfolio Analytics Manager Jobs
By Arrow Search Partners At New York, NY, United States
8-10 years of related experience
Experience with data architecture and systems implementation
Experience with Alteryx and PowerBI a plus
Assist in the development and implementation of business processes to identify opportunities and drive growth
Help prepare quarterly external reporting and assist with the completion of ad-hoc deliverables related to internal reporting or data requests
Bachelor’s degree in computer science or similar
Portfolio Management - Private Equity Valuations & Analytics, Analyst
By Blackstone At New York, NY, United States
Previous valuation experience and working knowledge of Capital IQ and Bloomberg are a plus
Bachelor’s Degree in Finance, Economics, Accounting or a quantitative discipline (preferred)
1+ years of experience in a financial role
Assisting with updating valuation templates each quarter, including discounted cash flow (DCF), performance multiple (PM) and other valuation models
Compiling documentation to support actual financial and company comparable assumptions used in the valuation models
Assessing underlying assumptions used to develop DCF, performance multiples, and other valuations
Junior Analyst - Portfolio Analytics
By StepStone Group At La Jolla, CA, United States
Classify and store characteristics of investment managers into StepStone’s proprietary database
Possesses or in pursuit of a Bachelor’s degree in Finance, Economics, Accounting, Business Information Systems, or a related field
Preference for individuals with relevant internships or work experience
Basic familiarity of Python or other coding knowledge is required
MySQL or other database experience preferred
Knowledge of investments and/or private markets
Portfolio Analytics & Amp; Strategy Analyst Sr
By PNC At Pittsburgh, PA, United States

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive ...

Portfolio Management - Baam Valuation & Analytics, Avp
By Blackstone At Miami, FL, United States
Maintain relationships with core constituencies including, Asset Management, deal professionals, Investor Relations, Operations, Accounting, and Finance teams
This position will mentor team members and could have a trajectory toward greater managerial responsibilities based on performance
Host valuation committee meetings and other meetings with senior stakeholders and present to senior leaders in Finance and BAAM
Manage the annual audit as well as interim reviews with third party valuation firms
Manage the creation and development of presentation materials to effectively communicate results within BAAM and wider Blackstone
Bachelor’s Degree in Finance, Economics, Accounting, or similar discipline (CFA and/or CPA a plus)
Portfolio Management - Baam Valuations & Analytics, Analyst
By Blackstone At Miami, FL, United States
Maintain relationships with core constituencies including, Asset Management, deal professionals, Investor Relations, Operations, Accounting, and Finance teams
Attend valuation committee meetings and other meetings with senior stakeholders and present to leaders in Finance and BAAM
Bachelor’s Degree in Finance, Economics, Accounting, or similar discipline (CFA and/or CPA a plus)
1+ years of private valuation experience in transaction services, a private equity fund, hedge fund or third party valuation services provider
Excellent oral and written communication skills. Confidence presenting to large groups of individuals
Prepare valuation models reviews, presentations for leaders, and ad-hoc deliverable
Manager, Portfolio Analytics Jobs
By Ares Management Corporation At New York, NY, United States
Minimum of B.S. degree in Finance, Economics, or Accounting
6-7+ total years of related financial experience, which may include public accounting
2+ years of experience working in PE Real Estate industry strongly desired
Solid computer skills including Microsoft Office, eFront Software a plus
Specific Responsibilities Include, But Are Not Limited To
Provide ongoing training and feedback to staff and interns
Software Engineer - Portfolio Analytics
By S&P Global At New York, United States
Interest and experience in finance is a plus
1-5 years of Java and/or C# experience
TypeScript and/orJavaScript and CSS experience is nice to have
Scala or other functional programming experience is nice to have(F#, Haskell, PureScript, etc.)
Able to work well individually and with a team
Strong work ethic, self-starter, and results oriented
Portfolio Analytics And Strategy Specialist
By PNC At Pittsburgh, PA, United States

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive ...

Svp, Corporate Real Estate Portfolio Strategy & Analytics (Hybrid)
By Citi At New York, NY, United States
Project planning and management experience
Experience managing limited resources & offer outstanding results
Experience in finance and processes administration
Work with global CRS Finance partners to develop financial analysis and related portfolio analysis
Develop, assess, monitor and manage the implementation of strategic business initiatives across the COO organization.
Highly organized and detail-oriented. Able to create support across a wide range of stakeholders through well-developed interpersonal and influencing capabilities.
Portfolio Accountant Jobs
By Holladay Properties At Nashville, TN, United States
Identify and investigate potential AR exposures and determine which balances to escalate to property management and/or the client
Independently manage and determine priority of outstanding tasks and research requests
Accounting related experience of at least 2 years preferred
Leasing related experience a plus
Solid customer service and interpersonal skills
Experience reading and understanding leases preferred
Manager, Product Analytics - Portfolio Management & Analytics (Remote)
By Starbucks At Seattle, WA, United States
Now Brewing – manager, Product Analytics - Portfolio Management & Analytics! #tobeapartner
manager, Product Analytics – Portfolio Management & Analytics,
Coordinate quantitative and qualitative data collection across teams that support the Pulse including Market Research, Finance, and Analytics & Insights
Minimum of 3 years of professional experience (analytics or consulting experience a plus)
Minimum of 3 years of experience building structured presentations that leverage analytics to tell a compelling story with impactful recommendations
Minimum of 3 years of experience in analytics and data-based storytelling
Data Analytics Business Partner - Credit Portfolio
By Jobot At Irvine, CA, United States
Collaborate with cross-functional teams to develop and implement credit risk management strategies
Stay up-to-date with industry trends and best practices in credit risk management
Develop and maintain credit risk models using statistical techniques
Use data analytics to identify trends and patterns in credit portfolios
Create and maintain reports and dashboards using Tableau
Develop and maintain Python scripts to automate data analysis tasks
Data Analytics Business Partner - Credit Portfolio
By Jobot At Imperial Beach, CA, United States
Collaborate with cross-functional teams to develop and implement credit risk management strategies
Stay up-to-date with industry trends and best practices in credit risk management
Develop and maintain credit risk models using statistical techniques
Use data analytics to identify trends and patterns in credit portfolios
Create and maintain reports and dashboards using Tableau
Develop and maintain Python scripts to automate data analysis tasks
Analyst, Portfolio Analytics Jobs
By Ares Management Corporation At Simsbury, CT, United States
Support portfolio management including investment diversification, performance calculations, and other complex analytics
Provide detailed analysis of financial statements and reporting from fund managers
Provide data to Finance and Investor Relations as part of investor presentations and fundraising efforts
Bachelor’s degree in Accounting, Finance, Economics or Mathematics
Strong financial analysis, writing and presentation skills
Strong work ethic, detail oriented and strong organization skills
Portfolio Administrator Jobs
By KMA Human Resources Consulting At Portland, ME, United States
Bachelor’s degree, or other formal education, or minimum of five years of experience in lieu, in a financial service-related field.
A minimum of five years of proven successful client service experience in a financial service-related field.
Possesses polished technical, written, and verbal skills.
Requirements of the Portfolio Administrator:
Responsibilities of the Portfolio Administrator:
Self-directed/intrinsic motivation; ability to work well independently with minimal to moderate supervision.
Analyst, Portfolio Analytics Jobs
By Bellwether Asset Management, Inc. At El Segundo, CA, United States
Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
Actively engage and coordinate deliverables with Asset and Portfolio management teams
Ability to manage and organize large amounts of data and communications
Advanced Excel and PowerPoint skills
Experience in Tableau is a plus
Bachelor’s degree is required, preferably in Finance, Economics or Engineering fields

Are you looking for an exciting opportunity to use your analytical skills to help shape the future of portfolio analytics? We are looking for a talented individual to join our team and help us develop innovative solutions to optimize our portfolio performance. You will have the chance to work with cutting-edge technology and collaborate with a diverse team of professionals. If you are passionate about data-driven decision making and have a knack for problem solving, this could be the perfect job for you!

Overview of Portfolio Analytics Portfolio Analytics is a specialized field of finance that focuses on analyzing and managing the performance of a portfolio of investments. It involves the use of quantitative and qualitative analysis to assess the risk and return of a portfolio, and to make decisions about how to allocate resources to maximize returns. Portfolio Analysts are responsible for monitoring and analyzing the performance of a portfolio of investments, and making recommendations to portfolio managers and other stakeholders. Detailed Job Description of Portfolio Analytics Portfolio Analysts are responsible for monitoring and analyzing the performance of a portfolio of investments. This includes researching and evaluating potential investments, analyzing financial data, and making recommendations to portfolio managers and other stakeholders. They must also monitor the performance of existing investments, and make adjustments as needed to ensure optimal performance. Portfolio Analysts must be able to interpret and analyze financial data, and use this information to make informed decisions. Job Skills Required for Portfolio Analytics
• Strong analytical and quantitative skills
• Knowledge of financial markets and investments
• Ability to interpret and analyze financial data
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office and other financial software
Job Qualifications for Portfolio Analytics
• Bachelor’s degree in finance, economics, or a related field
• Master’s degree in finance, economics, or a related field preferred
• Professional certification in portfolio management or financial analysis preferred
• 5+ years of experience in a related field
Job Knowledge for Portfolio Analytics
• Knowledge of financial markets and investments
• Understanding of portfolio management principles and strategies
• Understanding of financial analysis techniques
• Knowledge of financial software and tools
• Knowledge of risk management principles
Job Experience for Portfolio Analytics
• 5+ years of experience in a related field
• Experience in portfolio management or financial analysis
• Experience in analyzing financial data and making recommendations
• Experience in developing and implementing portfolio strategies
Job Responsibilities for Portfolio Analytics
• Monitor and analyze the performance of a portfolio of investments
• Research and evaluate potential investments
• Analyze financial data and make recommendations to portfolio managers and other stakeholders
• Monitor the performance of existing investments and make adjustments as needed
• Interpret and analyze financial data and use this information to make informed decisions
• Develop and implement portfolio strategies
• Prepare reports and presentations for stakeholders