Senior Portfolio Analytics Associate
Kforce
Kforce has a client that is seeking a Senior Portfolio Analytics Associate in Boca Raton, FL.
Duties Include:
* Senior Portfolio Analytics Associate will calculate and interpret returns and analytics using both internal systems and vendor-based software; Conduct detailed analysis on system-generated data, identifying anomalies, strengthening data integrity, and enhancing validation techniques
* Manage both routine processes and deliverables, as well as ad hoc requests, from stakeholders across the firm and industry; Apply managing deadlines and expectations
* Review and maintain transaction and security-level data for FactSet & Bloomberg to ensure accurate portfolio-based reporting
* Contribute towards ongoing technology initiatives aimed at self-service alternatives or cross-department efficiencies; Re-engineer workflows, propose innovative solutions, and work diplomatically through projects
* Assist with the verification process and firm-wide compliance with GIPS; Aid other groups in their understanding and adherence to performance reporting best practices
* As a Senior Portfolio Analytics Associate, you will follow, maintain, and update departmental procedures and documentation
* Provide ongoing expertise related to returns, system nuances, and product characteristics
* Help with data quality efforts and automation efforts focused on performance and portfolio datasets
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