Financial Additions is assisting an established family office/investment firm in Washington DC looking for a Portfolio Analytics Associate to join their team. This is an in office position with a multi-billion investment firm. Portfolio Analytics Associate responsibilities include: Manage the data and workflows behind portfolio performance and risk reporting. Use Addepar to produce reports, investigate discrepancies and turn complex data into clear information Maintain classifications, data structures and workflows used to report on transactions, cash flows, entities, and asset classes Document data definitions, calculations and reporting processors Use excel and other tools to analyze data, improve reporting and streamline processes Present comparisons, trends, and portfolio level results through tables, charts, dashboards and presentations Portfolio Analytics Associate background should include: Bachelors Degree required 2+ years experience in data analytics, preferably in investment, financial services or family office. Strong Data Management skills, sound analytical judgement and the initiative to learn unfamiliar systems and solve problems Strong Excel skills, Power BI and Tableau
