Interim Portfolio Analytics, Risk & Reporting (Project)

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

Job Description:

  • Process analyses and reports
  • Review and suggest improvements to processes, policies and procedures
  • Manage the production of reporting content
  • Create data extracts for reporting purposes
  • Review financial data for various portfolios
  • Conduct competitor analysis



  • Experience in Investment Bank or other related financial services company preferred
  • 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 be discreet with confidential/sensitive information
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • Strong work ethic



  • Bachelor’s degree in accounting, finance or related field and a minimum of 2 years’ relevant experience

Ref #25817

Elizabeth ValadezInterim Portfolio Analytics, Risk & Reporting (Project)