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 r...