Portfolio Analytics

Our client in the financial services industry is looking for a Portfolio Analytics to join their team in Los Angeles County.


Job Description:

  • Help produce reports
  • Produce and implement operational production routines
  • Report U.S. Private Debt strategies
  • Deliver reports to clients, prospects, and consultants
  • Coordinate the production of reporting content
  • Review financial data
  • Provide leadership to the Closed-end reporting team



  • 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 in finance or related field and a minimum of 3 years’ relevant experience

Ref # 20662

Dora DangPortfolio Analytics