Investment Analyst

Investment Analyst - Portfolio Intelligence

A portfolio intelligence platform used by institutional investors to analyze performance and risk is seeking a skilled Investment Analyst. This role involves working with product, engineering, and data science teams to shape financial software for investors.

The ideal candidate will have experience in front-office financial roles such as investment banking, hedge funds, or asset management. They will be proficient in financial modeling, interpreting large datasets, and communicating financial metrics to stakeholders.

• Responsibilities :
• Collaborate with teams to build robust portfolio intelligence tools and analytics components
• Analyze portfolio- and security-level performance, risk, and attribution
• Decompose returns to identify key drivers of alpha, beta, and idiosyncratic outcomes
• Conduct research to support client workflows and product insights
• Validate, interpret, and clearly communicate financial metrics to stakeholders
• Requirements :
• 1–3 years of experience in a front-office financial role (investment banking, hedge fund, asset management)
• Exceptional analytical and Excel skills, with proficiency in financial modeling and interpreting large datasets
• Understanding of core investment concepts : portfolio theory, risk attribution, yield, drawdown, correlation, and volatility
• Excellent at communicating with institutional clients—including portfolio managers, analysts, CIOs, and risk managers
• Demonstrated interest in financial markets, investment strategies, and institutional workflows
• Familiarity with institutional investment processes and financial data tools