Back
Mid-level finance-analytics role in metro with common SQL/Python/BI skillset increases applicant competition.
Role requires investment research, portfolio analytics and financial-platform experience, limiting cross-industry portability.
Explicit 5+ years requirement plus financial domain and technical tool expectations creates strict screening.
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Own recurring performance reporting and analytics for model portfolios, delivering accurate monthly, quarterly, and annual reports.
Analyze portfolio performance drivers through attribution, benchmark comparisons, holdings analysis, and portfolio diagnostics to support investment oversight.
Develop and automate reporting solutions using tools like Power BI, SQL, Python, and Dataiku to generate advisor insights and support data-driven decisions.
5+ years of relevant experience, preferably in financial services (broker/dealer preferred).
Experience with investment platforms (FactSet, Morningstar Direct, Bloomberg) and reporting/visualization tools such as Power BI.
Strong knowledge of investment concepts including performance metrics, benchmarking, risk analytics, and asset allocation.
Ability to work effectively with US-based colleagues; strong analytical skills with attention to detail.
Experienced in analyzing mutual funds, ETFs, SMAs, and managed account portfolios within wealth management or investment research.
Skilled in handling large datasets and automating reporting workflows with analytics tools (Power BI, SQL, Python, Dataiku).
Capable of independently advancing work with limited guidance and effectively communicating insights to advisors and business partners.