Portfolio Analyst

About the job

We are seeking a talented Portfolio Analyst to join our team. As a key member of our portfolio management group, you will be responsible for analyzing and interpreting large datasets to drive investment decisions. In this role, you will work closely with our data science and engineering teams to develop robust portfolio intelligence tools and analytics components. You will analyze portfolio- and security-level performance, risk, and attribution, and decompose returns to identify key drivers of alpha, beta, and idiosyncratic outcomes. You will conduct market, macroeconomic, and security-level research to support client workflows and product insights, and validate, interpret, and clearly communicate financial metrics to both internal stakeholders and clients. This is an excellent opportunity for a detail-oriented and analytical individual to make a meaningful impact in the finance industry. Requirements: • 1–3 years of experience in a front-office financial role (investment banking, hedge fund, asset management, or similar) • Exceptional analytical and Excel skills, with strong proficiency in financial modeling and interpreting large datasets • Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility • Excellent at communicating with institutional clients—including portfolio managers, analysts, CIOs, and risk managers—with the ability to distill complex analysis into clear, actionable insights • Demonstrated deep interest in financial markets, investment strategies, and institutional workflows • Self-starter with the ability to work independently in a fast-paced, remote environment • Familiarity with institutional investment processes, research platforms, and financial data tools Qualifications: • Bachelor's or Master's degree from a top-ranked university in Finance, Economics, Engineering, or a related field. • Minimum GPA of 8.0+ (required), IIT/IIM/ISB preferred. • CFA, FRM, or MBA is a strong plus • Experience with tools like Bloomberg, FactSet, or data programming languages (Python, R) is a bonus.

Requirements

• Financial analysis
• Data interpretation
• Excel proficiency

Qualifications

• Bachelor's or Master's degree in Finance
• Minimum GPA of 8.0+

Preferred Technologies

• Financial analysis
• Data interpretation
• Excel proficiency