Job Description
Job Description
Position Summary
The Financial Services Analyst will support investment and portfolio management operations through financial analysis, data management, and reporting. This role requires experience in a portfolio management or investment services environment, strong database querying skills, and the ability to build clear, actionable insights using data visualization tools such as Tableau and Power BI.
Key Responsibilities
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Analyze financial, investment, and portfolio data to support portfolio managers, investment teams, and leadership
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Develop, maintain, and enhance dashboards and reports using Tableau and Power BI
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Query and manage large datasets using SQL or similar database tools to support financial analysis and reporting needs
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Monitor portfolio performance, asset allocation, and risk metrics
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Partner with portfolio management, operations, and compliance teams to ensure data accuracy and consistency
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Support ad hoc financial analysis, forecasting, and trend analysis
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Assist in data validation, reconciliation, and quality control across financial systems
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Document data definitions, reporting logic, and analytical methodologies
Required Qualifications
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Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field
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Experience working in a portfolio management firm, asset management firm, or financial services environment
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Strong database skills with the ability to query data (SQL or similar)
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Hands-on experience with Tableau and/or Power BI
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Solid understanding of financial statements, investment data, and portfolio metrics
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Strong analytical, problem-solving, and attention-to-detail skills
Preferred Qualifications
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Experience working with portfolio management systems or investment data platforms
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Knowledge of securities, asset classes, and investment performance reporting
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Experience integrating data from multiple financial systems
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Ability to communicate technical and financial insights to non-technical stakeholders
Key Competencies
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Financial analysis and reporting
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Data visualization and storytelling
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Database querying and data integrity
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Collaboration across investment and operations teams
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Ability to manage multiple priorities in a fast-paced environment