Building scalable solutions rather than manual workarounds.
Working directly with portfolio managers and investment professionals.
Finding patterns and insights within large datasets.
Balancing attention to detail with practical business outcomes.
Continuously improving investment processes and workflows.
Bachelor's degree in Finance, Economics, Analytics, Mathematics, Business, Engineering, Information Systems, or related field.
3-5 years of experience in: Portfolio management support Investment analytics OCIO Asset management Institutional consulting Investment operations with heavy analytical responsibilities
Portfolio management support
Investment analytics
OCIO
Asset management
Institutional consulting
Investment operations with heavy analytical responsibilities
Strong understanding of portfolio construction and investment management concepts.
Experience working with portfolio accounting and investment data.
Advanced Excel skills.
Strong analytical and problem-solving skills.
Excellent communication and collaboration abilities.
Experience supporting institutional or OCIO portfolios.
SQL, Python, Power BI, Tableau, or similar analytical tools.
Experience with FactSet, Black Diamond, SS&C, Addepar, Clearwater, Tamarac, or comparable systems.
Experience building dashboards, automated reporting, or analytical models.
CFA, CAIA, CIPM, FRM, or progress toward designation.
Competitive compensation and bonus opportunities commensurate with qualifications and performance.
Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, & Vision plans.
Wealth Benefits including 401(k) and ESOP Programs with company contributions.
Paid Time Off (Holidays, PTO, Parental Leave)
Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
Employee-led culture committees focused on engagement, well-being, diversity, and a positive workplace environment.
A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one-on-one connections.
Tuition reimbursement for approved educational programs to support continued learning and career development.
Reimbursement for eligible professional certifications and industry-recognized designations.
Access to comprehensive wellness programs that support physical, mental, and overall well-being.
