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Mid-level analytics role in metro with known financial firm and common analytics tool requirements.
Role requires domain-specific investment research and portfolio analytics experience, limiting cross-industry transferability.
Explicit 5+ years, finance domain experience, and specific analytics tooling increase filter strictness.
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Lead and manage recurring performance reporting for Investment Research Group (IRG) model portfolios, ensuring timely, accurate, and user-friendly monthly, quarterly, and annual deliverables.
Conduct detailed portfolio performance analysis including attribution, benchmark comparisons, holdings analysis, and diagnostics to identify key performance drivers and trends.
Develop, automate, and maintain reporting and analytics tools (Power BI, SQL, Python, Dataiku) to support advisor insights, portfolio oversight, and business growth objectives.
5+ years of relevant experience preferably in financial services, with reporting and analysis experience in a broker/dealer environment.
Knowledge of investment concepts, performance metrics (money-weighted, time-weighted returns), risk analytics, benchmarking, and asset allocation.
Experience with investment platforms such as FactSet, Morningstar Direct or Bloomberg, and visualization tools like Power BI.
Work onsite minimum three days per week as per stated in-office collaboration policy.
Experienced in handling large financial datasets and creating automated, scalable reporting solutions within wealth management or investment research contexts.
Proficient with advanced analytics tools including Power BI, SQL, Python, and Dataiku, combined with strong financial domain expertise.
Able to work effectively with US-based global teams and business partners, delivering clear, actionable insights to drive advisor adoption and portfolio oversight.