Investment Analytics Group Analyst
Core
Investment Analytics Group Analysts provide quantitative and qualitative analysis, financial modeling, due diligence, and client service to a broad base of institutional clients.
Role type
Analyst
Builds
Investment portfolio reporting, dashboards, and analytical tools
Domain
Finance / Investment Management
Deliverable
dashboards & analysis
Required skills
Financial modeling, quantitative analysis, data management, SQL, BI tools (Tableau/Power BI), Excel proficiency, capital market research
Preferred skills
Investment management interest, financial concepts understanding, problem solving, adaptability, teamwork, communication
Responsibilities
Provide detailed investment portfolio reporting on statistics and performance; Present data and analyses clearly; Build and develop tools and dashboards; Evaluate and integrate new analytical tools; Perform capital market and economic research; Review prospect and client information for product development
Seniority
Junior to Mid-level IC
