Interim Portfolio Analytics, Risk and Reporting (Project)

Our client in thefinancial 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 reports to internal and external systematic investment process, data environment, and reporting processes
  • Evolve our reporting suite in response to, and in anticipation of, client, investment team and industry demands
  • Assist with the production of reporting content needed from other departments
  • 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 #26646

Dora DangInterim Portfolio Analytics, Risk and Reporting (Project)