Portfolio Risk And Data Analytics

Overview

• Contribute to a dynamic Portfolio Risk & Data Analytics team, driving operational excellence and data-driven decision-making.
• Support critical workflows ensuring data accuracy and consistency across marketing and reporting systems.
• Collaborate with cross-functional teams to execute impactful projects and initiatives seamlessly.
• Conduct performance checks and validate datasets for compliance and reporting accuracy.
• Develop and refine Standard Operating Procedures to optimize recurring tasks and workflows.
• Provide technical support for team tools, ensuring operational continuity and efficiency.
• Assist in onboarding new team members, facilitating access to systems and training resources.
• Engage in continuous learning and development opportunities within the financial analytics domain.

Key Responsibilities & Duties

• Manage data uploads and reviews in internal systems for marketing and reporting accuracy.
• Generate comprehensive reports for various account types, ensuring precision and timeliness.
• Perform monthly performance checks to validate data integrity for internal and external stakeholders.
• Maintain and update mapping files and dashboards using advanced portfolio analytics tools.
• Coordinate team schedules, meetings, and documentation for streamlined operations.
• Monitor task progress and ensure timely delivery of team objectives and initiatives.
• Organize logistics for team events, training sessions, and collaborative offsites.
• Identify and implement process improvements to enhance team efficiency and effectiveness.

Job Requirements

• Bachelor’s degree in mathematics, economics, finance, or statistics is essential.
• Minimum 2 years of relevant experience, with 3 years preferred, in portfolio analytics or related fields.
• Proficiency in portfolio analytics tools such as FactSet PA and Bloomberg.
• Strong understanding of financial markets and investment management practices.
• Advanced analytical and quantitative problem-solving skills.
• Expertise in Excel and PowerPoint for creating dashboards and presentations.
• Exceptional organizational and communication skills for multitasking effectively.
• Ability to articulate complex concepts to diverse stakeholders clearly and effectively.