Financial Service Analyst

Position Summary

The Financial Services Analyst will support investment and portfolio management operations through financial analysis, data management, and reporting. This role requires experience in a portfolio management or investment services environment, strong database querying skills, and the ability to build clear, actionable insights using data visualization tools such as Tableau and Power BI.

Key Responsibilities

• Analyze financial, investment, and portfolio data to support portfolio managers, investment teams, and leadership

• Develop, maintain, and enhance dashboards and reports using Tableau and Power BI

• Query and manage large datasets using SQL or similar database tools to support financial analysis and reporting needs

• Monitor portfolio performance, asset allocation, and risk metrics

• Partner with portfolio management, operations, and compliance teams to ensure data accuracy and consistency

• Support ad hoc financial analysis, forecasting, and trend analysis

• Assist in data validation, reconciliation, and quality control across financial systems

• Document data definitions, reporting logic, and analytical methodologies

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field

• Experience working in a portfolio management firm, asset management firm, or financial services environment

• Strong database skills with the ability to query data (SQL or similar)

• Hands-on experience with Tableau and/or Power BI

• Solid understanding of financial statements, investment data, and portfolio metrics

• Strong analytical, problem-solving, and attention-to-detail skills

Preferred Qualifications

• Experience working with portfolio management systems or investment data platforms

• Knowledge of securities, asset classes, and investment performance reporting

• Experience integrating data from multiple financial systems

• Ability to communicate technical and financial insights to non-technical stakeholders

Key Competencies

• Financial analysis and reporting

• Data visualization and storytelling

• Database querying and data integrity

• Collaboration across investment and operations teams

• Ability to manage multiple priorities in a fast-paced environment