Portfolio Analytics Specialist

About the role

This is not a traditional investment analyst role focused on pitching stocks or building static models. If you enjoy owning projects end-to-end, working closely with institutional investors, and translating analytical problems into scalable workflows and tools, we’d love to talk.

What you'll do

• Partner directly with portfolio managers, analysts, risk teams, and operations teams to understand workflows and analytical requirements
• Collaborate cross-functionally with product, engineering, and data science teams to improve analytics workflows and platform capabilities
• Troubleshoot client issues and drive resolution across analytical, operational, and technical domains
• Help shape product direction by identifying recurring client needs, workflow inefficiencies, and opportunities for automation
• Clearly communicate analytical insights and platform functionality to sophisticated institutional users

What you need

• 2–5 yrs of experience
• Analytics
• Excel
• Portfolio management
• B.Tech or B.E. or B.Com or MBA or CFA

Good to have

• SQL
• Python
• CFA
• Bloomberg