Interim Portfolio Analyst (Project)

Our client in the financial services industry is looking for an Interim Portfolio Analyst to join their team in Los Angeles County


Job Description:

  • Deliver analyses and reports
  • Evolve the reporting suite
  • Coordinate the production of reporting content
  • Review financial data
  • Develop charts and tables for presentations and publications
  • Serve as a subject matter expert and resource
  • Conduct competitor analysis and performance contribution/attribution analysis



  • Experience in the financial services or related industries
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Detail, deadline and goal-oriented
  • A team player
  • Strong work ethic


  • Bachelor’s degree required and a minimum of 5 years’ relevant experience

Ref #20672

Dora DangInterim Portfolio Analyst (Project)