Description: Our client is currently seeking a Investment Data Analyst. This is a permanent, direct hire, hybrid job opportunity in the greater Philadelphia area.
Responsibilities:
Support monthly and quarterly reporting for key clients; maintain and distribute detailed portfolio materials
Oversee performance, holdings, and exposure data within internal systems
Collaborate with departments to improve internal/external reporting and data management processes
Maintain weekly internal portfolio monitors and attribution reports
Create analytics materials for client presentations and external reporting
Calculate ad-hoc analytics for performance, attribution, risk, asset allocation, and exposure
Communicate across departments for data gathering and analytics development
Requirements:
1-3 years' experience in investment operations, data administration, or performance analysis
Self-starter with skills in developing effective solutions for open-ended requests
Proficient in constructing models, assembling deliverables, and using Microsoft Excel and PowerPoint
Strong organizational, communication, and multi-tasking abilities
Familiarity with Factset, Bloomberg, and portfolio management software (preferred, not required)
For immediate consideration email JGood@Judge.com.
Contact: jgood@judge.com
This job and many more are available through The Judge Group. Find us on the web at www.judge.com
