Arcanaanalytics
Portfolio Analytics Specialist
New York, United States. Posted 6 months ago
The role
Portfolio Analytics Specialists lead onboarding and implementation projects for hedge funds and asset managers. They work with clients, product, and engineering teams to solve complex portfolio analytics challenges and build financial software.
What you will do
- Lead onboarding and implementation projects for hedge funds and asset managers
- Partner with portfolio managers, analysts, risk teams, and operations teams
- Collaborate with product, engineering, and data science teams
- Troubleshoot client issues across analytical, operational, and technical domains
- Identify recurring client needs and opportunities for automation to shape product direction
- Communicate analytical insights and platform functionality to institutional users
Required qualifications
- 2–5 years of experience in a highly analytical, client-facing, or execution-oriented role within financial services, fintech, or investment technology
- Strong project ownership skills
- Excellent analytical and problem-solving abilities
- Comfort working with large datasets and financial concepts
- Strong communication and interpersonal skills
- Familiarity with portfolio analytics concepts such as performance attribution, factor exposures, risk metrics, drawdowns, correlation, and volatility
- Demonstrated interest in financial markets, portfolio management, and institutional investment workflows
- Highly organized and detail-oriented
- Ability to work cross-functionally
- Bachelor’s or Master’s degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
- Strong academic performance, 3.7+ GPA
- Experience with Excel and analytical tools
Nice to have
- Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms
- Experience with Python, SQL, or other analytical/programming tools
- CFA, FRM, or related certifications
About the company
Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures.