Portfolio Analytics Specialist

Role overview An analyst role embedded in a portfolio intelligence platform built for hedge funds and asset managers. Rather than producing memos in isolation, the analyst partners directly with product, engineering, and data science colleagues to shape institutional-grade financial software used by professional investors.

Responsibilities - Collaborate with product, engineering, and data science teams to build portfolio intelligence tools and analytics components - Analyze portfolio- and security-level performance, risk, and attribution - Decompose returns to identify drivers of alpha, beta, and idiosyncratic outcomes - Conduct market, macroeconomic, and security-level research to support client workflows and product insights - Validate, interpret, and clearly communicate financial metrics to both internal stakeholders and institutional clients

Requirements - 2 to 4+ years of experience in a front-office financial role such as investment banking, hedge fund, or asset management - Strong analytical and Excel skills, with proven proficiency in financial modeling and interpreting large datasets - Deep understanding of portfolio theory, risk attribution, yield, drawdown, correlation, and volatility - Excellent communication with institutional audiences, including portfolio managers, analysts, CIOs, and risk managers - Bachelor's or Master's degree from a top-ranked university in Finance, Economics, Engineering, or a related field, with a First-Class Honours degree or international equivalent required - Self-starter mindset suited to working independently in a fast-paced, remote environment

Nice to have - CFA, FRM, or MBA designation - Familiarity with institutional research platforms such as Bloomberg or FactSet - Experience with data programming languages such as Python or R - Familiarity with institutional investment processes and financial data tools