Portfolio Analyst

Our client is looking for a new Portfolio Analyst to join their team! This is a full-time, hybrid position in Seattle, Washington. This role does have relocation assistance available for someone interested in relocating to the greater Seattle area. No third parties; no sponsorship or visa transfer available for this position.

YOUR Why

As part of the Portfolio Analysis team, you will have responsibilities for performance reporting, portfolio analysis, and private investment valuation oversight, and will play a critical role in advancing the performance reporting infrastructure. This role will work cross-functionally across the organization, and will have the opportunity to work across asset teams to develop dashboards, synthesize data and develop narratives. This is not just an analysis role; you will have the opportunity to present your findings regularly to senior management. This role is ideal for someone with a strong interest in finance, data science, multi-asset investment strategies, and impactful, meaningful work.

How YOU Will Spend YOUR Days

• Collaborate with key stakeholders to design and build new reporting infrastructure in Power BI, optimizing the end-user experience and ensuring the ongoing maintenance of these reports.
• Train and mentor team members in technical concepts (e.g., SQL, Power BI) to strengthen team capabilities.
• Develop and maintain meaningful working relationships within the organization and externally to effectively address business needs.
• Learn the firm's existing performance and portfolio reporting infrastructure. Develop skills and understanding of portfolio data, including sources, potential errors, and correction techniques. Identify and recommend areas for improvement.
• Partner with internal teams to enhance the firm's data quality control environment.
• Identify and explain shifts in asset allocation and portfolio metrics. Provide market and portfolio insights and contribute topic ideas for client meetings.

What YOU Bring

• Bachelor's degree in Finance, Data Science, Mathematics, Engineering, Economics, or a related field is preferred. Progress toward a CFA designation or MBA is a plus.
• 5-8+ years of experience in performance reporting, portfolio analysis, or a similar role within the financial services industry.
• Advanced skills in SQL, Excel, and Power BI.
• Proven ability to maintain high accuracy and attention to detail with a low tolerance for errors.
• Experience working with large data sets and the ability to explain the underlying story behind the numbers.
• Excellent quantitative, research, problem-solving, and analytical skills.
• Outstanding communication and interpersonal skills with an empathetic approach.
• Ability to work both independently and collaboratively. Humble and flexible with a strong personal interest in markets and the institutional investment process.
• Working knowledge of multi-asset class portfolios is preferred. Familiarity with Bloomberg, iLevel, and BlackRock's suite of portfolio reporting tools is preferred.