Coda Search│Staffing
Portfolio Analytics / Investment Research (Alternative Investments)
Coda Search│Staffing, New York, New York, us, 10261
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Base pay range
$110,000.00/yr - $160,000.00/yr Our client is a leading, well known, Fund (Buy-Side) based in NYC seeking a Senior Associate to join their growing Portfolio Analytics Team. This individual will be responsible for working with Firms' Data/ Trading Analytics and providing insightful data bases models to support recommendations. Ideal candidate must possess superior Data skills (Python/VBA/SQL), or other data analysis tools with ability to use market data to create market research RESPONSIBILITIES Review and analyze portfolio/market data, benchmark performance and risk statistics (advanced Python and Excel) Conduct in-depth analysis of financial market data using Python/SQL, providing actionable recommendations Provide data-driven Insights for Leadership team This role will be responsible for continuously enhancing firm's risk monitoring process Prepare financial models and data using specialized tools; SQL/PYTHON Partner with executive leadership to deliver actionable insights through dashboards and reports, supporting the development of innovative, market-leading solutions Work with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systems Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner Provide various ad hoc data research and analysis as needed. Desired Skills and Experience Bachelor’s Degree required CFA or CFA in progress preferred Advanced Proficiency in PYTHON/SQL Technical knowledge using market data analytics tools (Factset/Bloomberg/IDC etc) and prior experience using CRMs (Salesforce) Outstanding communication skills, proven ability to effectively work with all levels of Management Comfortable working in a fast-paced, dead-line driven dynamic environment Innovative and creative thinker Must be detail oriented Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Research, Information Technology, and Analyst Industries Investment Management, Research Services, and Capital Markets Referrals increase your chances of interviewing at Coda Search│Staffing by 2x Get notified about new Portfolio Specialist jobs in
New York City Metropolitan Area . New York, NY $200,000.00-$225,000.00 1 week ago New York City Metropolitan Area $130,000.00-$175,000.00 4 weeks ago New York, NY $200,000.00-$225,000.00 3 weeks ago New York City Metropolitan Area $200,000.00-$300,000.00 1 week ago New York City Metropolitan Area $175,000.00-$250,000.00 3 weeks ago New York, NY $85,900.00-$179,500.00 1 week ago New York, NY $150,000.00-$200,000.00 2 weeks ago Associate/ AVP, Portfolio Manager - Syndicated Loans
New York City Metropolitan Area $100,000.00-$140,000.00 2 weeks ago New York, NY $130,000.00-$175,000.00 3 weeks ago New York, NY $250,000.00-$250,000.00 3 weeks ago New York City Metropolitan Area 3 weeks ago New York, NY $180,000.00-$200,000.00 1 week ago New York City Metropolitan Area $127,600.00-$228,500.00 2 weeks ago New York, NY $45,000.00-$55,000.00 1 week ago New York, NY $80,000.00-$95,000.00 2 days ago New York, NY $145,000.00-$185,000.00 6 days ago New York, NY $250,000.00-$250,000.00 2 days ago New York, NY $80,573.00-$107,566.00 2 weeks ago Portfolio Management - Real Estate Private Equity Fund in Midtown
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New York, NY $110,000.00-$130,000.00 1 week ago New York City Metropolitan Area $140,000.00-$170,000.00 3 weeks ago New York City Metropolitan Area 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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$110,000.00/yr - $160,000.00/yr Our client is a leading, well known, Fund (Buy-Side) based in NYC seeking a Senior Associate to join their growing Portfolio Analytics Team. This individual will be responsible for working with Firms' Data/ Trading Analytics and providing insightful data bases models to support recommendations. Ideal candidate must possess superior Data skills (Python/VBA/SQL), or other data analysis tools with ability to use market data to create market research RESPONSIBILITIES Review and analyze portfolio/market data, benchmark performance and risk statistics (advanced Python and Excel) Conduct in-depth analysis of financial market data using Python/SQL, providing actionable recommendations Provide data-driven Insights for Leadership team This role will be responsible for continuously enhancing firm's risk monitoring process Prepare financial models and data using specialized tools; SQL/PYTHON Partner with executive leadership to deliver actionable insights through dashboards and reports, supporting the development of innovative, market-leading solutions Work with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systems Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner Provide various ad hoc data research and analysis as needed. Desired Skills and Experience Bachelor’s Degree required CFA or CFA in progress preferred Advanced Proficiency in PYTHON/SQL Technical knowledge using market data analytics tools (Factset/Bloomberg/IDC etc) and prior experience using CRMs (Salesforce) Outstanding communication skills, proven ability to effectively work with all levels of Management Comfortable working in a fast-paced, dead-line driven dynamic environment Innovative and creative thinker Must be detail oriented Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Research, Information Technology, and Analyst Industries Investment Management, Research Services, and Capital Markets Referrals increase your chances of interviewing at Coda Search│Staffing by 2x Get notified about new Portfolio Specialist jobs in
New York City Metropolitan Area . New York, NY $200,000.00-$225,000.00 1 week ago New York City Metropolitan Area $130,000.00-$175,000.00 4 weeks ago New York, NY $200,000.00-$225,000.00 3 weeks ago New York City Metropolitan Area $200,000.00-$300,000.00 1 week ago New York City Metropolitan Area $175,000.00-$250,000.00 3 weeks ago New York, NY $85,900.00-$179,500.00 1 week ago New York, NY $150,000.00-$200,000.00 2 weeks ago Associate/ AVP, Portfolio Manager - Syndicated Loans
New York City Metropolitan Area $100,000.00-$140,000.00 2 weeks ago New York, NY $130,000.00-$175,000.00 3 weeks ago New York, NY $250,000.00-$250,000.00 3 weeks ago New York City Metropolitan Area 3 weeks ago New York, NY $180,000.00-$200,000.00 1 week ago New York City Metropolitan Area $127,600.00-$228,500.00 2 weeks ago New York, NY $45,000.00-$55,000.00 1 week ago New York, NY $80,000.00-$95,000.00 2 days ago New York, NY $145,000.00-$185,000.00 6 days ago New York, NY $250,000.00-$250,000.00 2 days ago New York, NY $80,573.00-$107,566.00 2 weeks ago Portfolio Management - Real Estate Private Equity Fund in Midtown
New York, NY $75,000.00-$110,000.00 2 weeks ago New York City Metropolitan Area 1 day ago PC&E- Portfolio Operations & Investor Coverage- Analyst / Associate
New York, NY $110,000.00-$130,000.00 1 week ago New York City Metropolitan Area $140,000.00-$170,000.00 3 weeks ago New York City Metropolitan Area 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr