Portfolio and Risk Analyst

Position: Portfolio Performance and Risk Analyst

Drive impactful portfolio analytics as a Performance & Risk Analyst. Utilize advanced data tools to create insights that support portfolio managers and enhance reporting frameworks across asset classes.

This high-impact role emphasizes performance measurement and risk analysis for various investment products. You will calculate and validate performance, conduct attribution analysis using Bloomberg, and ensure compliance with industry standards. Collaboration with portfolio managers is essential to monitor exposures and optimize reporting effectiveness.

Key Responsibilities:

• Calculate portfolio and benchmark performance across asset classes

• Perform attribution analysis using Bloomberg PORT Enterprise

• Reconcile return differences between internal systems and custodians

• Support periodic portfolio risk reporting and analysis

• Automate dashboards in Excel and Power BI for clients

Requirements:

• 3+ years in performance measurement or portfolio analytics

• Proficient with Bloomberg PORT, SQL, and data visualization tools

• Understanding of portfolio theory and investment products

• Bachelor’s degree in finance, economics, or related field

• CFA designation or commitment to professional development

Excel in driving analytics to support impactful portfolio management and enhance decision-making for investment teams.

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