Portfolio Analyst

Knowledge and Experience Required

Core Skills and Experience:

• 5 - 8 years of experience in analytics, data, or quantitative roles within financial services.
• Exposure to asset management, private markets, or capital markets (preferred but not mandatory).
• Strong SQL skills with experience working on large and complex datasets.
• Proficiency in Python / PySpark or willingness to build expertise in programming.
• Experience in data modelling for analytics or reporting use cases.
• Hands-on experience with BI/visualization tools (Power BI, Tableau, Looker, etc.).
• Strong analytical thinking, problem-solving ability, and attention to detail.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Knowledge of data governance, controls, and metadata management.

Preferred (but not essential) experience:

• Experience working with Databricks, Snowflake, or similar cloud data platforms.
• Understanding of data pipelines, ETL processes, or lakehouse architectures.
• Knowledge in coding best practices, testing, version control, and automating recurring analytics processes
• Experience with building light tools and applications using SQL, Python (eg. Streamlit)
• Exposure to private markets datasets or fund analytics.
• Prior experience mentoring or leading small teams