Analyze financial, investment, and portfolio data to support portfolio managers, investment teams, and leadership
Develop, maintain, and enhance dashboards and reports using Tableau and Power BI
Query and manage large datasets using SQL or similar database tools to support financial analysis and reporting needs
Monitor portfolio performance, asset allocation, and risk metrics
Partner with portfolio management, operations, and compliance teams to ensure data accuracy and consistency
Support ad hoc financial analysis, forecasting, and trend analysis
Assist in data validation, reconciliation, and quality control across financial systems
Document data definitions, reporting logic, and analytical methodologies
Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field
Experience working in a portfolio management firm, asset management firm, or financial services environment
Strong database skills with the ability to query data (SQL or similar)
Hands-on experience with Tableau and/or Power BI
Solid understanding of financial statements, investment data, and portfolio metrics
Strong analytical, problem-solving, and attention-to-detail skills
