Associate - ISGI
Core
Supporting portfolio analytics, reporting, and Balance Sheet Management (BSM) capabilities for an alternative asset manager's insurance solutions group.
Role type
Associate, portfolio analytics and reporting
Builds
Dashboards, visualizations, and automated reporting tools for portfolio management
Domain
Alternative asset management / Insurance solutions
Deliverable
dashboards & analysis
Required skills
Portfolio analytics, data analysis, financial metrics calculation, dashboard building, process automation, data validation, project management
Preferred skills
Experience with large datasets, independent work, stakeholder liaison, process reengineering
Technologies
PowerPoint, Excel
Responsibilities
Produce portfolio-level overviews and analytics; Build and enhance dashboards and visualizations; Streamline and automate reporting processes; Develop tools to ensure accuracy of financial analytics; Validate data and implement controls; Support client ad-hoc queries and analysis
Seniority
Associate, execution-level IC