Portfolio Implementation Analyst - New York or San Francisco

Added
less than a minute ago
Type
Full time
Salary
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Related skills

data analytics sql python excel vba

📋 Description

  • Support PMs and Traders in executing leveraged credit investments (sizing, compliance)
  • Manage daily trade blotters and coordinate approvals for accuracy
  • Monitor and forecast portfolio cash; assist with liquidity and funding
  • Prepare portfolio analytics and ad-hoc data analyses for reviews
  • Partner with Tech and Data teams to improve systems and automate workflows
  • Onboard new mandates, model portfolios, and tactical reallocations

🎯 Requirements

  • Bachelor’s degree in finance, economics, computer science, or related field
  • ~1–3 years in investment management, trading support, or operations
  • Strong Excel skills; familiarity with Python, SQL, or VBA a plus
  • Demonstrated interest in credit markets, portfolio construction, and investment processes
  • Strong analytical ability with attention to detail
  • Ownership mindset and cross-functional collaboration across teams
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