Portfolio Analytics Specialist

About the role

This isn’t a typical modeling-and-memos analyst role. If you’re an analyst looking for more impact, more ownership, and the chance to help shape real tools for investors—we’d love to talk.

What you'll do

• Collaborate with product, engineering, and data science teams to build robust portfolio intelligence tools and analytics components
• Analyze portfolio- and security-level performance, risk, and attribution
• Decompose returns to identify key drivers of alpha, beta, and idiosyncratic outcomes
• Conduct market, macroeconomic, and security-level research to support client workflows and product insights
• Validate, interpret, and clearly communicate financial metrics to both internal stakeholders and clients

What you need

• 2–4 yrs of experience
• Analytics
• Excel
• Investment banking
• Financial modelling
• CFA
• B.Com or CFA or MBA

Good to have

• Python
• R
• Bloomberg