About The Company
Our client is a family office that focuses on long-term capital deployment across diverse asset classes including private markets and alternative investments.
Responsibilities
- Own the end-to-end portfolio data management process
- Lead the collection and quality control of the firm’s public markets data
- Assess and recommend enhancements for collecting and storing public markets data to facilitate reporting across various workflows
- Liaise with the investment team to assist with ad hoc historical and pro-forma portfolio analysis
- Aggregate portfolio and fund/firm data in tables, slides, and charts for daily, weekly, monthly, and quarterly meetings
Requirements
- Bachelor’s degree required
- 2-5 years of related experience as a financial/business data or investment operations analyst
- Experience at an asset management firm required
- Strong understanding of technical systems and financial instruments
Salary Range
$120,000-$140,000
Additional Information
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Research, Analyst, and Information Technology
- Industries: Staffing and Recruiting
Portfolio Reporting Analyst in dallas at Unknown Company
This position is listed as full time and onsite.