Associate, Portfolio Analytics
Our client, a leading global investment firm, is seeking an Associate, Portfolio Analytics to join a dynamic finance team. This organization has a strong track record across multiple investment strategies and a culture centered on collaboration, accountability, and professional growth.
This position will partner closely with investment professionals and other internal teams, providing portfolio analysis, performance reporting, valuation insights, and investor support in a fast-paced environment. The organization offers an environment where high-performing professionals can develop their careers while working alongside diverse and experienced teams.
Key Responsibilities:
· Partner with investment teams to monitor portfolio investments and evaluate quarterly valuation and performance activity.
· Analyze portfolio diversification, valuation movements, and the key factors driving investment gains and losses.
· Support the preparation of quarterly investor reporting.
· Develop reporting schedules, analytical materials, and documentation to support recurring investor deliverables.
· Coordinate investment amendments and consents and provide relevant portfolio data to Investor Relations for presentations and fundraising initiatives.
Please send your resume directly to alex.muzaurieta@roberthalf.
Qualifications:
· Bachelor’s degree in Finance, Accounting, or a related discipline.
· 2+ years of experience with a Big 4 or top public accounting firm with investment management clients.
· CPA a plus.
· Advanced proficiency with Microsoft Excel.
· Demonstrated academic achievement, coupled with initiative and the ability to work effectively both independently and collaboratively.
Compensation
$100,000.00-$120,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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