Interim Portfolio Analytics, Risk and Reporting (Project)

Our client in the financial services industry is looking for an Interim Portfolio Analytics, Risk and Reporting to join their team in Los Angeles County

Job Description:

  • Prepare and deliver custom materials for client review meetings
  • Coordinate with portfolio managers, product specialists, and marketing representatives
  • Prepare a large number of ad hoc reports for portfolio managers
  • Participate in the research, design and creation of new reports
  • Review financial data for various portfolios and develop charts and tables for presentations and publications



  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in finance, business, economics or related field and a minimum of 3 years’ relevant experience

Ref #25324

Dora DangInterim Portfolio Analytics, Risk and Reporting (Project)